Connect EKM and DataScope to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
Choose an Action
Automatically do this!
Assign New Task
Modify Form Answer
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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.
Assign New Task
Create a new tasks assigned to specific form and user.
Modify Form Answer
Create or change a new answer
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Frequently Asked Questions
To start, connect both your EKM and DataScope accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in DataScope (or vice versa).
Absolutely. You can customize how EKM data is recorded in DataScope. This includes choosing which data fields go into which fields of DataScope, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and DataScope 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 DataScope. 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 DataScope
DataScope is a comprehensive data management platform designed to streamline data collection, analysis, and reporting processes. It offers robust tools for businesses to efficiently handle their data needs, ensuring accuracy and compliance.
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