Evalato connects to over 1500 apps and services via Zapier, including the most popular and secure invoicing apps on the web. To use such integrations you need to create an account at https://zapier.com.
Once you are ready with your Zapier account switch back to Evalato and go to Data > Integrations > Zapier. There you will find your API key, which you need to copy-paste when adding Evalato to your Zapier account.
Log into Zapier and add your Evalato account to the list of Connected Accounts. Provide the email you registered with Evalato and the API key you copied. You will also need an account with the invoicing app of your choice and connect it to Zapier as well.
Create a new Zap (connection between the two web applications) so Evalato can communicate with the invoicing app. This means Evalato is the Trigger app, because it’s the one sending information to the invoicing software – the Action app.
When it comes to invoicing you will mostly use Evalato’s New payment trigger – triggered when a new payment is made. Of course, you can also use the New registration trigger – triggered when someone registers for your program!
Trigger: You receive a new payment from an applicant registering for your program
Action: An invoice is automatically created in your preferred invoicing app
To complete the Zap setup just follow the simple steps that Zapier takes you through.
Just like in Evalato, where your programs are in draft mode and every process can be tested first, your Zapier integrations remain in draft mode until activated. We recommend testing before enabling.
Fields the Evalato API sends to other apps:
Registrant First Name
Registrant Last Name
Registrant Job Title
Registrant Full Name
Registrant Phone Number
Registration Base Price
Registration Entry Count
Registration Created At
Registration Ticket Count
Billing Company Name
Billing Address Country
Billing Address Postal Code
Billing Address Street
Billing Address City
Billing Address State
Billing Company ID
Billing Company VAT ID