Connect EKM and Algodocs to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
Choose an Action
Automatically do this!
Upload Document
Ready to use EKM and Algodocs 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 EKM integrations.
Create Customer
Add a new customer to the EKM account.
Create Product
Add a new Product to the EKM account.
Update Product
Update the details of an existing product.
Upload Document
Upload a file by URL or Base64 for automatic data extraction.
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Frequently Asked Questions
To start, connect both your EKM and Algodocs accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in Algodocs (or vice versa).
Absolutely. You can customize how EKM data is recorded in Algodocs. This includes choosing which data fields go into which fields of Algodocs, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and Algodocs 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 Algodocs. 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 Algodocs
Algodocs provides a platform for creating, managing, and sharing documents seamlessly, enhancing collaboration and productivity for users.
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