
When this happens...
New Customer
New Order
New Product
Update Order with Status
New Order Status
New Order With Status
New Paid Order

Automatically do this!
Enable Integrations or automations with these events of EKM and ACT! 365
Trigger activates whenever a new customer is added.
Trigger when new order is created in your account.
Trigger when new product is created in your account.
Trigger when order is updated and matched to given order status.
Trigger when new order status is created in your account.
Trigger when new order is added that match to the given order status.
Add a new customer to the EKM account.
Add a new Product to the EKM account.
Update the details of an existing product.
Modify the details of an existing product variant.
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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 ACT! 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in ACT! 365 (or vice versa).
Absolutely. You can customize how EKM data is recorded in ACT! 365. This includes choosing which data fields go into which fields of ACT! 365, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and ACT! 365 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 ACT! 365. 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.
Act! 365 puts essential sales and marketing tools in your hands to close more deals, find new leads, and grow your business. The perfect Microsoft® Office 365 companion, stay productive from your inbox, the app—or wherever work takes you.
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