Airtable + Evoliz

Create new Airtable records from updated bank items in Evoliz

Manage your financial data effortlessly with this workflow. When there's a new bank item in Evoliz, a corresponding record will be created in Airtable. This automation makes it easy to keep your financial records updated, saving you time and reducing errors. Perfect for businesses looking for a seamless way to integrate Evoliz and Airtable.

Manage your financial data effortlessly with this workflow. When there's a new bank item in Evoliz, a corresponding record will be created in Airtable. This automation makes it easy to keep your financial records updated, saving you time and reducing errors. Perfect for businesses looking for a seamless way to integrate Evoliz and Airtable.

  1. When this happens...
    EvolizEvoliz
    New Bank Item

    Triggers when a new bank item is created.

    TriggerScheduled
  2. automatically do this!
    AirtableAirtable
    Create Record

    Creates a new record with auto-populating fields.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Evoliz triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
  • Evoliz triggers, actions, and search

    New Article

    Triggers when a new article is created.

    Trigger
    Scheduled
    Try It
  • Evoliz triggers, actions, and search

    New Client

    Triggers when a new client is created.

    Trigger
    Scheduled
    Try It
    • Credit's status

    • Payment method id

    • Analytic axis id

    • Client id

    Trigger
    Scheduled
    Try It
    • Advance's status

    • Payment method id

    • Analytic axis id

    • Client id

    Trigger
    Scheduled
    Try It
    • Bank item bank id

    • Search param

    • Bank item movement

    Trigger
    Scheduled
    Try It
  • Evoliz triggers, actions, and search

    New Client Contact

    Triggers when a new client contact is created.

    Trigger
    Scheduled
    Try It
    • Delivery's status

    • Payment method id

    • Analytic axis id

    • Delivery's client id

    Trigger
    Scheduled
    Try It
airtable logo
airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn moreHelp

Related categories

  • Databases

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evoliz logo
evoliz logo

About Evoliz

Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn moreHelp

Related categories

  • Accounting