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Evolio Zapier integrationAutomate Evolio with Zapier.

The Evolio Zapier integration offers 2 triggers, 6 actions and 0 searches. Both triggers watch tasks in your law firm software and are instant, even on the free plan; the actions create and update law cases, clients and tasks.

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Overview

What the Evolio Zapier integration does for a law firm

Evolio is case management software for law firms, with a free licence for small practices. Zapier is the service that connects apps so they work without you copying data between them. Together they let a new task, an intake form or another system feed your cases and client records in Evolio directly.

Three results firms set up. A case opened from the first contact: Create Law Case and Subject creates the matter and the client in one go, and can create the first task at the same time. Records that match another system: Find Law Case by SysSourceId locates a case by the identifier your other tool gave it, and Update Law Case changes it. Tasks that report back: New Task and Updated Task start a Zap the instant someone creates or edits a task in Evolio.

What Zapier does not do here: there is no trigger for a new case or a new client, only for tasks. And many of the field labels you see in the editor are in Czech, such as Jméno or Předmět, so set aside time to map them carefully the first time. The operation names, on the other hand, stay in English.

One naming trap too: Zapier counts usage in tasks, and Evolio also has tasks. They are unrelated, and this page says which one it means each time.

If you are weighing tools, the Evolio Make integration covers the same app on Make, and our Zapier review is the page to read next.

Vocabulary

Zapier terms you will meet

Seven words are enough for this page. Each keeps this meaning throughout.

Zap
An automation built in Zapier: one trigger, then one or more actions that run every time the trigger event happens.
Trigger
The event that starts the Zap. With Evolio, a task that is created or a task that is modified.
Action
The work the Zap does once it runs: here, creating or updating a law case, a client or a task in Evolio.
Task (Zapier)
Zapier's billing unit: one action completed successfully. Not to be confused with a task in Evolio.
Instant vs polling
An instant trigger is reported by the app as it happens; a polling trigger is checked by Zapier on a timer.
Filter
A step that lets the Zap continue only when the incoming data meets a condition you set, and stops it otherwise.
Connection
Your Evolio account linked to Zapier once, then reused by every Evolio step in all your Zaps.
Cost

What an Evolio Zap costs

Evolio is not a premium app: it works on Zapier's free plan.

  • Free plan100 tasks a month
  • Steps per Zap on Free2 (trigger + action)
  • Evolio triggers2, both instant
  • Premium appNo

The trigger is free: a task created or modified in Evolio never uses a Zapier task. Each action that succeeds uses one, and an action that fails is not counted. Finding a case and then updating it costs two tasks per run, since Find Law Case by SysSourceId is an action here. The free plan includes 100 tasks a month and unlimited Zaps, but every Zap is limited to two steps: one trigger, one action. A second action or a filter makes it a multi-step Zap, which requires a paid plan. Both Evolio triggers are instant, so the polling grid below never delays them.

Connect

Connect Evolio to Zapier

  1. 01

    Go to Apps

    In your Zapier account, open Apps and click + Add connection. You need an Evolio account already; Zapier links the account you have, it does not create one.

  2. 02

    Choose Evolio

    Search for Evolio in the dialog, select it, then click Add connection. A new tab opens on the Evolio side so you can finish the connection there with your usual login.

  3. 03

    Sign in and authorise

    Log in to Evolio in that tab and grant Zapier access. If the cases or clients you want to change belong to a colleague, make sure your user can read and edit them.

First Zap

Your first Zap: put each new task in the calendar, then tag it

GoalWhen a task is created in Evolio, your calendar gets an event for it, and the task then carries that event's reference.

  1. 01

    Build: set the trigger

    Create a Zap, choose Evolio and the New Task event. It is instant, so the Zap starts as soon as a task exists, on any plan, and each new task starts it once.

  2. 02

    Test with a real task

    Run the test. Zapier brings back the three most recent items from your Evolio account; pick one so the next steps are mapped on real values.

  3. 03

    Create the calendar event

    Add your calendar's create-event action and map the task's details into it. Test the step and check the event appears where your team will see it.

  4. 04

    Write the reference back

    Add Modify Task New, map the trigger's task into IdUkol and the new event's reference into the source ID. This second action makes the Zap multi-step: paid plan.

  5. 05

    Publish

    Test each step, then click Publish. Tasks that existed before you publish are not picked up; only tasks created afterwards start the Zap.

Triggers

The 2 Evolio triggers

2 events start a Zap when something happens in Evolio, and 2 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Updated Task

Instant trigger

In Zapier“Triggers when a task is modified.”

Starts a Zap each time someone edits an existing task in Evolio, whatever was changed. Every modification counts, so the same task can start the Zap many times over its life, once per edit.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
keep a status or a deadline in sync elsewhere when a lawyer changes it in Evolio.
Watch out
never let it create a record, since each edit would make another one. And a step that writes back to the task, such as Modify Task New, sets the trigger off again in a loop.
2

New Task

Instant trigger

In Zapier“Triggers when new task is created.”

Fires once when a task is created in Evolio. Each new task starts the Zap a single time. That makes it the safe choice for anything that creates a record elsewhere.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a partner assigns a filing deadline and the associate's calendar or a shared board should receive it.
Watch out
a Zap that creates tasks in Evolio and also starts here will fire on its own creations.
Actions

The 6 Evolio actions

Evolio gives you 6 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Call EFabric

Action

In Zapier“Call a Addin in the EFabric”

Calls an add-in in Evolio's EFabric, for custom logic your firm already has there. Three fields are required: EService, Addin and IsDbg.

When to use it
your Evolio setup includes a custom add-in, and a Zap should run it when something happens in another app.
Watch out
this is the advanced option; what it does depends entirely on the add-in.
2

Find Law Case by SysSourceId

Action

In Zapier“Finds a law case by syssourceid.”

Looks up a law case using the identifier an external system assigned to it, SysSourceId, and returns that case for the next steps. On Zapier it is listed as an action, not a search.

When to use it
your CRM knows a matter by its own number and the Zap needs Evolio's case.
Watch out
as an action, a successful lookup costs a task.
3

Update Law Case

Action

In Zapier“Updates a law case.”

Changes an existing law case. The only required field is the case ID, labelled Id případ, so the Zap must already know which case it is touching.

When to use it
after Find Law Case by SysSourceId, to write a status coming from your billing or court-tracking tool.
4

Modify Natural Person

Action

In Zapier“Modifies a natural person.”

Edits a natural person record in Evolio, that is an individual. It needs the subject ID (Id subjektu); the VAT payer box, Je plátce DPH, is optional.

When to use it
a client updates their contact details in another system and Evolio should follow.
5

Modify Task New

Action

In Zapier“Updates task syssourceid.”

Writes the source-system identifier onto an existing Evolio task, so another tool can recognise it later. Its required field is the task ID, IdUkol.

When to use it
a task has been copied to your project board and you want each side to carry the other's reference.
Watch out
it edits the task, which can fire Updated Task.
6

Create Law Case and Subject

Action

In Zapier“Creates a law case and subject.”

Opens a new law case and the client attached to it in one action, and can add a first task if you tick Vytvořit úkol?. Many fields are required: kind and type, name, email, plus the assignee, start, subject and priority of the task.

When to use it
a prospective client fills in your intake form and the matter should exist before the first call.
When it breaks

When an Evolio Zap goes wrong

Zapier attaches no help article to Evolio, so these cases come from Zapier's general limits and from how the two task triggers behave.

Two patterns cause most of the cases below: an action whose required ID was never carried over from an earlier step, and a Zap that writes back into the tasks it is watching. Test each step on a real task before publishing. If you are stuck, the Zapier troubleshooting team can review the Zap with you.

  • A task loop

    A Zap that starts on Updated Task and then runs Modify Task New on the same task edits it, which fires the trigger again and burns tasks fast.

  • Duplicate cases

    Updated Task fires on every edit. Put Create Law Case and Subject after it and each change to the task opens another case.

  • Past tasks are not processed

    A Zap only reacts to tasks created or edited after it is published. Existing work in Evolio is not picked up; moving it is a separate job.

  • A bulk import gets held

    Importing many tasks at once, during a migration for instance, can trip Zapier's flood protection, which holds the runs back instead of firing them all.
Need help

Need help automating Evolio with Zapier?

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FAQ

Evolio Zapier integration: questions firms ask

01Is the Evolio Zapier integration free?
Yes, on the Zapier side. Evolio is not a premium app, so it runs on the free plan with 100 tasks a month and unlimited Zaps. The constraint is size: one trigger and one action per Zap. New Task followed by Modify Task New fits; adding a step in another app in between makes it multi-step, and that needs a paid plan. Your Evolio licence is a separate matter that Zapier does not change.
02How many Zapier tasks does an Evolio Zap use?
One per action that succeeds, none for the trigger. A Zap that writes a reference on each new task costs one task per run. If it also creates an event in another app, that action counts too, so the run costs two. An action that fails is not counted. Keep in mind that a Zapier task is a billing unit, unrelated to the tasks your lawyers create in Evolio, even though the word is the same.
03Do Evolio triggers work in real time?
Yes. Both New Task and Updated Task are instant: Evolio tells Zapier the moment a task is created or modified, and the Zap starts right away on every plan, including Free. The polling grid, 15 minutes on Free, 2 on Professional and 1 on Team or Enterprise, does not apply to them. A Zap built on an instant trigger shows a lightning bolt in the editor, which is an easy way to confirm it.
04What does connecting Evolio require?
An Evolio account and a Zapier account. From the Apps page in Zapier, click + Add connection, search for Evolio, sign in in the tab that opens and grant access. If the cases or clients you want to change belong to a colleague, your user needs read and write rights on them. Once connected, the same account serves every Evolio step in all your Zaps, so you only set this up once.
05Why are the Evolio fields in Czech in Zapier?
Because that is how the Evolio integration labels them. You will see fields such as Id případ, Jméno, Předmět or Úkol priorita, and the operation names themselves stay in English. It does not stop anything from working, but it makes mapping slower. Take the first test run slowly, check each required field against a real Evolio record, and note which label matches what so the next Zap goes much faster.
06What if the Evolio operation you need is missing?
Zapier shows 2 triggers and 6 actions for Evolio, and no search step. There is no trigger for a new case or a new client, for example. Options include starting the Zap from the tool where that event happens, or using Call EFabric if your firm has an add-in for it. Our team can help you scope the right route before you build, so you do not end up rebuilding the Zap later.
07Zapier, Make or n8n for Evolio?
Choose by criteria, not by reputation. On Zapier, Evolio brings 2 triggers, both on tasks and both instant, and 6 actions, with no search step, and it runs on the free plan for two-step Zaps. So look at whether your process starts on a task or somewhere else, how many steps each run needs, which tool your firm already uses, and who will maintain the setup. Then check each tool's own Evolio page against that list.
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