Connect EKM and Heartbeat to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
Update Order with Status
New Order Status
New Order With Status
New Paid Order
Choose an Action
Automatically do this!
Add user to group
Create a Group
Remove User from Group
Find User
Create a Channel
Create a Thread
Create a Comment
Create a Event
Deactivate User
Invite Users
Send Direct Message
Create User
List users
Get User
Get Notification
List Channel Categories
List Channels
Get Channel Thread
Get Thread
List Events
List Invitations
List Roles
List Groups
Ready to use EKM and Heartbeat automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Trigger activates whenever a new customer is added.
New Order
Trigger when new order is created in your account.
New Product
Trigger when new product is created in your account.
Update Order with Status
Trigger when order is updated and matched to given order status.
New Order Status
Trigger when new order status is created in your account.
New Order With Status
Trigger when new order is added that match to the given order status.
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.
Update Product Variant
Modify the details of an existing product variant.
Add user to group
Add members to a group.
Create a Group
Creates a new Group in your Heartbeat community.
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Frequently Asked Questions
To start, connect both your EKM and Heartbeat accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in Heartbeat (or vice versa).
Absolutely. You can customize how EKM data is recorded in Heartbeat. This includes choosing which data fields go into which fields of Heartbeat, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and Heartbeat 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 Heartbeat. 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 Heartbeat
Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.
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