Connect Zoho Marketing Automation and Evoliz to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Marketing Automation
Choose an Action
Automatically do this!
Create Account
Create Article
Create Client
Create Contact Client
Create Prospect Contact
Create Prospect
Update Article
Find Article
Send Invoice
Ready to use Zoho Marketing Automation and Evoliz automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
Return invoices created within the specified recent time window (last N minutes) for the authenticated company, paginated and sorted newest-first.
New Payment
Retrieve payments created since the trigger's scheduled time for the connected company. Optional: filter results by payment type.
Do thisActions
Action is the task that follows automatically within your Zoho Marketing Automation integrations.
Create Lead Tag
Creates a new lead tag.
Create Campaign
Creates a new campaign.
Create Topic
Creates a new Topic.
Add Leads in Existing List
Add leads in a existing l.ist
Add New List and Leads
Add a new list and leads.
Assign Tag to Lead
Assign a tag to a lead.
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Frequently Asked Questions
To start, connect both your Zoho Marketing Automation and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Marketing Automation triggers actions in Evoliz (or vice versa).
Absolutely. You can customize how Zoho Marketing Automation 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.
The data sync between Zoho Marketing Automation and Evoliz typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho Marketing Automation 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.
About Zoho Marketing Automation
Zoho Marketing Automation is a comprehensive platform designed to streamline and enhance your marketing efforts. It offers a suite of tools for automating marketing campaigns, managing leads, and analyzing performance to optimize marketing strategies.
Learn MoreAbout Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn More
