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      Invoice through Evalato

      Evalato connects to over 1500 web apps and services via Zapier, including the most popular and secure invoicing apps.

      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!

      Example:

      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 Email

      • Program Name

      • Registrant Job Title

      • Registrant Full Name

      • Registrant Company

      • Registrant Phone Number

      • Registration Price

      • Registration Base Price

      • Organization Name

      • Registration Status

      • Registration Entry Count

      • Registration Link

      • Registration Created At

      • Registration Link

      • Registration Currency

      • Registration Ticket Count

      • Registration ID

      • Program ID

      • Organization Timezone

      • Registration Tax

      • Organization name

      • Organization ID

      • 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