
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!
Get All Companies
Get All Contacts
Get Invoices
Get All Credit Notes
Get All Products
Create Company
Update Company
Create Contacts
Update Contact
Delete Company
Delete Contacts
Delete Invoices
Create Products
Finalize Invoice Status
Create Quotation
Finalize Quotation
Find Invoice Details
Find Company Details
Find Contact Details
Find Product Details
Create Credit Notes
Update Credit Note
Finalize Credit Notes Status
Get Recurring Invoices
Create Recurring Invoices
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When this happensTriggers
A trigger is an event that starts a workflow.
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.
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.
Modify the details of an existing product variant.
get comapnies details
get all contacts with details

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 Factures accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in Factures (or vice versa).
Absolutely. You can customize how EKM data is recorded in Factures. This includes choosing which data fields go into which fields of Factures, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and Factures 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 Factures. 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.
Factures is a comprehensive platform designed to streamline and simplify the process of managing invoices and billing. It offers tools for creating, sending, and tracking invoices, ensuring efficient financial operations for businesses of all sizes.
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