Connect EKM and EARLY to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
Choose an Action
Automatically do this!
List all Folders
Create a Folder
Update a folder
Delete a Folder
Create Tag
Create Activity
List all Activities
Update Activity
Delete Activity
Get All Tags and Mentions
Update Tag
Delete Tag
Create Mention
Update Mention
Delete Mention
Ready to use EKM and EARLY 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.
Activity Created
Triggers when an activity is created.
Activity Deleted
Triggers when an activity is deleted.
Activity Updated
Triggers when an activity is updated.
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.
List all Folders
List all Folders in EARLY
Create a Folder
create a new Folder
Update a folder
Update a name of an existing Folder.
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Frequently Asked Questions
To start, connect both your EKM and EARLY accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in EARLY (or vice versa).
Absolutely. You can customize how EKM data is recorded in EARLY. This includes choosing which data fields go into which fields of EARLY, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and EARLY 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 EARLY. 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 EARLY
EARLY is a cutting-edge platform designed to enhance productivity and streamline project management for teams and individuals. With its intuitive interface and robust features, EARLY helps users efficiently manage tasks, collaborate with team members, and track project progress in real-time. Ideal for businesses and freelancers looking to optimize their workflow and achieve their goals more effectively.
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