
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!
Create Task
Update Task
Search Task
Delete Task
Create Contact
Update Contact
Search Contact
Create Opportunity
Update Opportunity
Search Opportunity
Create Tag
Update Tag
Search Tag
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.
Creates a new task.
Update the details of an existing task by its ID.

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 GoHighLevel accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in GoHighLevel (or vice versa).
Absolutely. You can customize how EKM data is recorded in GoHighLevel. This includes choosing which data fields go into which fields of GoHighLevel, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and GoHighLevel 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 GoHighLevel. 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.
GoHighlevel is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
Learn More