Pipedrive integration with Evoliz
How to Create Evoliz contacts from new deal matching filters in Pipedrive
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Evoliz contacts from new deal matching filters in Pipedrive" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Evoliz integrations
Evoliz actions
Nekton can use any feature that is available in Evoliz API.
Using our advanced AI, you can easily create custom automations for Evoliz.
Here are some typical actions you can do in your automated workflows.
Create Account
Creates a account
Create Client
Creates a Client
Create Contact Prospect
Creates a Contact Prospect
Create Invoice
Creates an Invoice
Create Prospect
Creates a Prospect
Create Sale Order
Creates a Sale Order
About Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.