Connect EKM and Gist
Integrate EKM with Gist to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular EKM + Gist flows
Start from a real workflow other teams are already running.
Choose a trigger
EKM
When this happens...
New Customer
New Order
New Product
Choose an action
Gist
Automatically do this!
test
Add Tag to an Existing Contact
Remove Tag From Existing Contact
Subscribe to Campaign
Unsubscribe From a Campaign
Find a Contact
test when New Customer in EKM
Use this flowAdd Tag to an Existing Contact in Gist when New Customer in EKM
Use this flowRemove Tag From Existing Contact in Gist when New Customer in EKM
Use this flowSubscribe to Campaign in Gist when New Customer in EKM
Use this flowUnsubscribe From a Campaign in Gist when New Customer in EKM
Use this flowFind a Contact in Gist when New Customer in EKM
Use this flowtest when New Order in EKM
Use this flowAdd Tag to an Existing Contact in Gist when New Order in EKM
Use this flowRemove Tag From Existing Contact in Gist when New Order in EKM
Use this flowSubscribe to Campaign in Gist when New Order in EKM
Use this flowSupported Triggers & Actions
Everything you can automate between EKM and Gist.
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
Create a new customer in your EKM store
Create Product
Add a new Product to the EKM account.
Update Product
Update the details of an existing product.
test
Creates a new Contact or updates an existing one.
Add Tag to an Existing Contact
Apply fix for empty contacts runtime crash in perform code.
Remove Tag From Existing Contact
Removes a tag from an existing contact.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Gist
Gist is a comprehensive customer engagement platform that helps businesses manage customer interactions, automate marketing, and provide exceptional support. With Gist, you can streamline your communication channels, track customer behavior, and enhance your overall customer experience.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your EKM and Gist accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between EKM and Gist as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Gist. No coding required.
Yes. You can set up a workflow where EKM triggers actions in Gist, and a separate workflow where Gist triggers actions in EKM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between EKM and Gist. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire EKM and Gist integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
