Evoliz + Salesforce Integration

Integrate Evoliz to Salesforce in one click, or tell Integrately AI how you want each invoice handled. Create records, update accounts, alert your team, and track financials automatically.

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1.
  • Evoliz
    Article is created in Evoliz
  • Evoliz
    Client is created in Evoliz
  • Evoliz
    Invoice is created in Evoliz
  • Evoliz
    Sales order is created in Evoliz
  • Evoliz
    Supplier is created in Evoliz
  • Evoliz
    Account is created in Evoliz
  • Evoliz
    Contact is created in Evoliz
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.

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Ready Workflows Ready Workflows for Evoliz + Salesforce Integration

Capture invoices, organise records, keep accounts updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Evoliz + Salesforce Integration

Create Salesforce contact for new Evoliz contact

If you are using Evoliz, then you may want to also use Salesforce to manage your customer relationships. With the help of this automation, whenever you create a contact in Evoliz, a corresponding contact will be created in Salesforce.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Evoliz + Salesforce Integration

Create Salesforce task for new Evoliz contact

With the growth of Evoliz, many companies are looking for ways to connect their Evoliz account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Salesforce every time a contact is created in Evoliz.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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Evoliz + Salesforce Integration

Create Salesforce task for new Evoliz sale order

If you use Evoliz as your bookkeeping software, there's an easy way to create task in Salesforce. With the help of this automation, whenever you create a new sale order in Evoliz, a task will automatically be created in Salesforce for that sale order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each sale order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!
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Connect more apps to your Evoliz + Salesforce flow

Extend your financial and CRM workflows with messaging, support, and marketing tools. Pick a combination and activate it in one click.

Evoliz
Salesforce
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HubSpotHubSpot (4)
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GmailGmail (3)
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SlackSlack (3)
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StripeStripe (3)
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Jira Software CloudJira Software Cloud (3)
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ZendeskZendesk (3)
E
S
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Add every new Evoliz invoice to Salesforce as a record, and create a contact in HubSpot
New Evoliz invoices instantly create a Salesforce record and a HubSpot contact without manual data entry.
E
S
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Create a HubSpot task whenever a new Evoliz invoice is created, and log the record in Salesforce
Keep sales teams informed by automatically scheduling HubSpot follow-up tasks and updating Salesforce.
S
E
H
When a Salesforce record is updated, search the invoice in Evoliz and update contact details in HubSpot
Synchronise client updates across Salesforce, Evoliz, and HubSpot to eliminate outdated records.
E
S
H
Use Claude to summarise Evoliz invoice details, create a Salesforce record, and add a note in HubSpot
AI analyses your Evoliz invoices and updates Salesforce and HubSpot with structured summaries.

Supported triggers and actions for Evoliz and Salesforce

Mix and match to build the exact automation you need

Evoliz
Evoliz Triggers & Actions
Article is created in Evoliz
Triggers the automation when a new article is created
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Client is created in Evoliz
Triggers the automation when a new client is created
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Invoice is created in Evoliz
Triggers the automation when any invoice is added or modified
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Sales order is created in Evoliz
Triggers the automation when a sales order is created
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Supplier is created in Evoliz
Triggers the automation when a supplier is created
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Account is created in Evoliz
Triggers the automation when a new account is created
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Contact is created in Evoliz
Triggers the automation when a new contact is created
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Search client by code in Evoliz
Locate client using their unique code
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Create article in Evoliz
Generates an article based on pre-defined parameters
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Save invoice in Evoliz
Saves an invoice
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Search invoice by document number in Evoliz
Searches for an invoice using a document number
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Search supplier by code in Evoliz
Searches for a supplier by code
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Search sale order by document number in Evoliz
Retrieves sales orders based on document number
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Create client in Evoliz
Generates a new client profile
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Create prospect in Evoliz
Generates a new porspect
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Create client contact in Evoliz
Adds new client contacts to the database
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Create prospect contact in Evoliz
Generates and store new prospect contact details
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Update client in Evoliz
Updates client information
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Update article in Evoliz
Updates the content of the selected article
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Search article by reference in Evoliz
Searches for an article by reference
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
Try it โ†’

What can you automate with Evoliz + Salesforce?

Streamline your billing and CRM operations with powerful, automated workflows connecting Evoliz and Salesforce.

What you can automate?
๐Ÿงพ
Create Salesforce records from new Evoliz invoices
Automatically generate a Salesforce record whenever a new invoice is created in Evoliz, keeping your sales and billing pipelines fully synchronised.
๐Ÿ“‹
Map every invoice field and line item
Transfer all available billing details, articles, and client codes from Evoliz into corresponding Salesforce fields without manual re-typing.
๐Ÿ””
Alert team members the moment invoices are issued
Notify sales reps and finance staff instantly when new documents appear in Evoliz so everyone stays aligned on revenue milestones.
๐Ÿ”€
Route records based on submitted invoice values
Apply conditional rules to handle high-value invoices or specific client categories differently across your Salesforce pipeline.
๐Ÿ”„
Keep CRM data updated as invoices change
Automatically update existing Salesforce records whenever client details or invoice documents are modified in Evoliz.
๐Ÿ”
Search and update records to prevent duplicates
Lookup existing clients and orders in Salesforce before creating new entries, ensuring your database remains clean and accurate.
๐Ÿ’ณ
Handle later status changes and payment updates
Trigger automated CRM updates when Evoliz invoices are marked paid, cancelled, or updated with new document numbers.
๐Ÿ’ฌ
Extend your workflow to messaging apps
Connect your Evoliz and Salesforce core flow to Slack or Gmail to notify stakeholders and broadcast business updates instantly.
And much more...

Who is Evoliz + Salesforce integration for?

Connect Evoliz and Salesforce to keep financial records and CRM data perfectly aligned, eliminating manual data entry for growing business teams.

Finance managers
Finance managers
Sales development reps
Sales development reps
Account managers
Account managers
Billing specialists
Billing specialists
Operations coordinators
Operations coordinators
Audit and compliance leads
Audit and compliance leads
๐Ÿ“Š
Finance managers
You're reviewing invoices in Evoliz but your CRM reports only update when someone manually exports data, so the totals you're analysing are always a few hours behind โ€” this integration means every new invoice lands in Salesforce instantly and your financial metrics stay accurate.
โšก
Sales development reps
You're waiting for billing confirmations in Evoliz to reach out to clients, but details get stuck in transit so you find out about closed deals too late โ€” automating both apps means every invoice update triggers immediate CRM tasks and your outreach happens right on time.
๐Ÿค
Account managers
You're managing client billing in Evoliz while clients ask for up-to-date account records in Salesforce, leading to frustrating delays during check-ins โ€” connecting these apps means client records and invoices stay perfectly synchronised across platforms.
๐Ÿ“‘
Billing specialists
You're processing high volumes of sales orders and invoices in Evoliz by hand, making it impossible to keep Salesforce accounts updated without errors โ€” with this integration, every document is logged automatically and your billing database remains spotless.
โš™๏ธ
Operations coordinators
You're tracking client onboarding tasks in Salesforce after a sale is completed in Evoliz, but manual handoffs cause missed follow-ups โ€” automating both apps means client data flows straight from billing into CRM workflows without manual intervention.
๐Ÿ”’
Audit and compliance leads
You're auditing financial records between Evoliz and Salesforce, but manual data entry keeps leaving frustrating gaps in your transaction history โ€” connecting these apps means every transaction and record is logged reliably for compliance reviews.
Our team

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Why choose Integrately to automate Evoliz + Salesforce

Build and manage your Evoliz + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Evoliz + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Evoliz to Salesforce?
Frequently Asked Questions
You can connect Evoliz to Salesforce in 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build your automation and map the fields with apps like HubSpot, Gmail, and Slack.
Can I automatically create Salesforce records when an Evoliz invoice is created?
Frequently Asked Questions
Can I connect Evoliz, Salesforce, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Evoliz and Salesforce?
Frequently Asked Questions
How are Evoliz invoice fields handled during synchronization?
Frequently Asked Questions
Can Salesforce contact updates sync back to Evoliz?
Frequently Asked Questions
Do I need coding skills to automate Evoliz and Salesforce?
Frequently Asked Questions
Is the Evoliz and Salesforce integration free?
Frequently Asked Questions
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You Can Also Connect Evoliz or Salesforce With 1500+ Other Apps

Evoliz
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Salesforce
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