Connect Crystal Ball and EKM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Crystal Ball
Choose an Action
Automatically do this!
Create Customer
Create Product
Update Product
Ready to use Crystal Ball and EKM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Runs when a new customer is created.
New Order
Trigger when new order is created in your account.
New Product
Trigger when new product is created in your account.
Do thisActions
Action is the task that follows automatically within your Crystal Ball integrations.
List Annotations
List of all available Annotations in the cluster.
Create Annotation in Crystal Ball
Add an annotation in your account for an event.
Delete Annotation
Delete an annotation in your account for an event.
Change Annotation
Change an annotation in your account for an event.
Create Customer
Add a new customer to the EKM account.
Create Product
Add a new Product to the EKM account.
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Frequently Asked Questions
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).
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.
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.
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 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.
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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