Connect SimpleKPI and Engage to Build Intelligent Automations
Enable Integrations or automations with these events of SimpleKPI and Engage
Enable Integrations or automations with these events of SimpleKPI and Engage
Actions
Add KPI entry
Add a KPI data entry with a date, actual and target values, and optional notes.
Update KPI entry
Update an existing KPI entry for a given date with new actual, target, or notes.
Create New Customer
Create a new customer
Track User Event
Record an event on a user's profile in Engage.
List All Customers
List all customers and their details.
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Frequently Asked Questions
To start, connect both your SimpleKPI and Engage accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleKPI triggers actions in Engage (or vice versa).
Absolutely. You can customize how SimpleKPI data is recorded in Engage. This includes choosing which data fields go into which fields of Engage, setting up custom formats, and filtering out unwanted information.
The data sync between SimpleKPI and Engage typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SimpleKPI and Engage. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About SimpleKPI
SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.
Learn MoreAbout Engage
Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.
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