
When this happens...
New Customer
New Order
New Product

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List Client Users
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new customer is created.
Trigger when new order is created in your account.
Trigger when new product is created in your account.
Action is the task that follows automatically within your EKM integrations.
Add a new customer to the EKM account.
Add a new Product to the EKM account.
Update the details of an existing product.
Gets all companies in a specified block.
Lists all users of the client.
Retrieves all members of a company.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your EKM and 36Blocks accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in 36Blocks (or vice versa).
Absolutely. You can customize how EKM data is recorded in 36Blocks. This includes choosing which data fields go into which fields of 36Blocks, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and 36Blocks 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 EKM and 36Blocks. 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.
36Blocks is a robust communication platform that leverages the capabilities of MSG91 to provide seamless messaging solutions for businesses. It enables efficient and reliable SMS, voice, and email communication, enhancing customer engagement and operational efficiency.
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