CloudYa + Evoliz Integration
Integrate CloudYa to Evoliz in one click, or tell Integrately AI how you want each client handled. Sync new contacts, create clients, update accounting records, and keep your business data aligned automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Evoliz- Account is created in Evoliz
- Article is created in Evoliz
- Supplier is created in Evoliz
- Sales order is created in Evoliz
- Invoice is created in Evoliz
- Client is created in Evoliz
2.
Create client in CloudYa- Search sale order by document number in Evoliz
- Search article by reference in Evoliz
- Update article in Evoliz
- Update client in Evoliz
- Create prospect contact in Evoliz
- Create client contact in Evoliz
- Create prospect in Evoliz
- Create client in Evoliz
- Search supplier by code in Evoliz
- Search client by code in Evoliz
- Search invoice by document number in Evoliz
- Save invoice in Evoliz
- Create article in Evoliz
Trusted by experts at...
Ready Workflows for CloudYa + Evoliz Integration
Sync contacts, create clients, update accounting files, manage invoicing records, and keep your ERP aligned, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your CloudYa + Evoliz flow
Teams often want to notify staff, log invoices in spreadsheets, or send payment links once clients are synced between platforms. Pick a combination and activate it in one click.
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Stripe (4)
Stripe (4) +
Google Drive (4)
Google Drive (4) +
Gmail (4)
Gmail (4) +
Slack (4)
Slack (4) +
HubSpot (4)
HubSpot (4) +
Trello (4)
Trello (4) E
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Create a Stripe customer for every new Evoliz contact, and create a client in CloudYa.
New Evoliz contacts instantly generate a Stripe customer and a CloudYa client, keeping your billing and ERP platforms aligned without manual data entry.
E
S
C
Save a Stripe invoice for every new Evoliz invoice, and update the client in CloudYa.
Every Evoliz invoice generates a corresponding Stripe record and updates your CloudYa records automatically.
E
S
C
Create a Stripe subscription when a new Evoliz sales order is created, and create a client in CloudYa.
Sales orders in Evoliz instantly trigger Stripe billing setup and CloudYa client creation.
E
S
C
Create a Stripe customer when a new Evoliz client is created, and create a client in CloudYa.
New Evoliz clients are registered in Stripe and CloudYa automatically in one smooth motion.
Supported triggers and actions for CloudYa and Evoliz
Mix and match to build the exact automation you need
CloudYa Triggers & Actions
Evoliz Triggers & Actions
What can you automate with CloudYa + Evoliz?
Streamline your accounting, invoicing, and ERP operations with automated workflows designed for accuracy and speed.
🔄
Sync new clients between apps instantly
Automatically create a client in CloudYa the moment a new contact or client is registered in Evoliz, eliminating manual data entry.
📄
Capture every invoice and order detail
Map all available Evoliz invoice and sales order fields directly into your CloudYa records for complete operational visibility.
🔔
Alert your team the moment records update
Send instant notifications to your staff in Slack or via Gmail whenever new financial documents or client profiles are created.
🔀
Route records based on submitted fields
Trigger different follow-up actions in your workflow depending on specific criteria or tags submitted in your Evoliz invoices.
📊
Keep accounting records fully up to date
Ensure every update made to invoices and accounts in Evoliz reflects immediately in your CloudYa platform.
🔍
Search and update instead of creating duplicates
Look up existing records by document number or code in Evoliz before updating client or article information.
💳
Handle later billing and order statuses
Automate follow-up actions when sales orders are processed, invoices are saved, or new items are created.
🚀
Extend workflows with connected business tools
Connect CloudYa and Evoliz with Slack, Stripe, Google Drive, or HubSpot to build powerful multi-app automations.
And much more...
Who is CloudYa + Evoliz integration for?
Accounting managers, business owners, and finance teams struggling to keep client data synchronized across systems can eliminate manual entry and keep operations running smoothly.
Financial analysts
Business owners
Client success managers
Invoicing clerks
ERP operators
Finance managers
📈
Financial analysts
You rely on accurate invoice and contact reports to review business performance, but manual data entry leaves your sheets outdated — with this integration, every new record syncs instantly and your reports stay current.
⚡
Business owners
You need to track sales orders and client sign-ups as they happen, but delays in updating your ERP leave you operating on old information — this integration means all financial data populates immediately.
🤝
Client success managers
You need visibility into newly onboarded accounts to deliver prompt service, but manual handoffs cause communication gaps — automating both apps means your team sees every new client profile right away.
📋
Invoicing clerks
You process high volumes of invoices and client contacts daily, but manual copying between platforms creates bottlenecks — with this integration, every transaction and client entry transfers automatically.
⚙️
ERP operators
You depend on upstream billing events to trigger operational workflows in CloudYa, but waiting for manual updates slows you down — automating both apps means your operational queue populates instantly.
🗂️
Finance managers
You need a reliable audit trail across your accounting and ERP platforms, but manual record-keeping leads to missing entries — connecting these apps means your financial history remains complete and accurate.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate CloudYa + Evoliz
Build and manage your CloudYa + Evoliz automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect CloudYa + Evoliz with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect CloudYa + Evoliz Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect CloudYa to Evoliz?
You can connect CloudYa to Evoliz in just one click using ready templates or by using Integrately AI to build custom workflows linking tools like Slack, Gmail, and Stripe.
Can I automatically sync new Evoliz contacts as clients in CloudYa?
Can I connect CloudYa, Evoliz, and Slack?
What is a good Zapier alternative for CloudYa and Evoliz?
How does CloudYa handle client creation data during integration?
How are Evoliz invoices and contacts processed in automations?
Do I need coding skills to automate CloudYa and Evoliz?
Is the CloudYa and Evoliz integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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