Connect Zoho cliq and Evoliz to Build Intelligent Automations

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Zoho cliq

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Evoliz

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Message

New Message

Runs when a new message is sent or received.

New Client

New Client

Retrieve clients for the authenticated Evoliz company created or updated within the last N minutes, returning the most recent results (supports pagination).

New Invoice

New Invoice

Return invoices created within the specified recent time window (last N minutes) for the authenticated company, paginated and sorted newest-first.

New Payment

New Payment

Retrieve payments created since the trigger's scheduled time for the connected company. Optional: filter results by payment type.

Request a new Trigger for Zoho cliq

Do thisActions

Action is the task that follows automatically within your Zoho cliq integrations.

Broadcast a Bot Message

Broadcast a Bot Message

Send a message to all subscribers of a bot

Send Direct Message

Send Direct Message

Send a direct message to a user or contact in your organization.

Send Message to Channel

Send Message to Channel

Send a message to a channel, optionally as a bot, as a reply, or with a card.

Create Account

Create Account

Creates a new accounting account in Evoliz for the connected company using the provided code and label.

Create Article

Create Article

Create a product or service article in Evoliz, including pricing, VAT, stock and supplier details.

Create Client

Create Client

Create a new client in Evoliz with contact, address, and optional bank and company details.

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Frequently Asked Questions

How do I start an integration between Zoho cliq and Evoliz?

To start, connect both your Zoho cliq and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho cliq triggers actions in Evoliz (or vice versa).

Can we customize how data from Zoho cliq is recorded in Evoliz?

Absolutely. You can customize how Zoho cliq data is recorded in Evoliz. This includes choosing which data fields go into which fields of Evoliz, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Zoho cliq and Evoliz?

The data sync between Zoho cliq and Evoliz typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Zoho cliq to Evoliz?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Zoho cliq and Evoliz?

Yes, you can set conditional logic to control the flow of data between Zoho cliq and Evoliz. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.