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

Automatically do this!
Get Call
Get Call Attendees
Get Call Summaries
Explore more automations built by businesses and experts
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.
Runs when new call is added
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.
Get call details by Call ID.
Get the names and emails of people who attended a specific call.
Get full AI-generated summaries for a specific call.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 BuildBetter accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in BuildBetter (or vice versa).
Absolutely. You can customize how EKM data is recorded in BuildBetter. This includes choosing which data fields go into which fields of BuildBetter, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and BuildBetter 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 BuildBetter. 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.
BuildBetter is an innovative AI-driven platform designed to enhance productivity and streamline project management processes. It leverages advanced artificial intelligence to provide insights, automate tasks, and improve team collaboration, making it an essential tool for modern businesses.
Learn More