Connect Crystal Ball and EKM to Build Intelligent Automations

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Crystal Ball

When this happens...

Choose an Action

EKM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer

New Customer

Trigger activates whenever a new customer is added.

New Order

New Order

Trigger when new order is created in your account.

New Product

New Product

Trigger when new product is created in your account.

Update Order with Status

Update Order with Status

Trigger when order is updated and matched to given order status.

New Order Status

New Order Status

Trigger when new order status is created in your account.

New Order With Status

New Order With Status

Trigger when new order is added that match to the given order status.

Do thisActions

Action is the task that follows automatically within your Crystal Ball integrations.

List Annotations

List Annotations

List of all available Annotations in the cluster.

Create Annotation in Crystal Ball

Create Annotation in Crystal Ball

Add an annotation in your account for an event.

Delete Annotation

Delete Annotation

Delete an annotation in your account for an event.

Change Annotation

Change Annotation

Change an annotation in your account for an event.

Create Customer

Create Customer

Add a new customer to the EKM account.

Create Product

Create Product

Add a new Product to the EKM account.

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Frequently Asked Questions

How do I start an integration between Crystal Ball and EKM?

To start, connect both your Crystal Ball and EKM accounts to viaSocket. Once connected, you can set up a workflow where an event in Crystal Ball triggers actions in EKM (or vice versa).

Can we customize how data from Crystal Ball is recorded in EKM?

Absolutely. You can customize how Crystal Ball data is recorded in EKM. This includes choosing which data fields go into which fields of EKM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Crystal Ball and EKM?

The data sync between Crystal Ball and EKM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Crystal Ball to EKM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Crystal Ball and EKM?

Yes, you can set conditional logic to control the flow of data between Crystal Ball and EKM. 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.

Crystal Ball

About Crystal Ball

Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.

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EKM

About EKM

EKM is an eCommerce provider based in the UK that helps you sell online.

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