Connect EKM and Iterate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
Choose an Action
Automatically do this!
Add User to Survey
List Surveys
Get Survey Responses
Get Survey Stats
Search User
Anonymize User
Ready to use EKM and Iterate 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.
Survey Question Answered
Runs when question answered
Survey Completed
Runs when survey completed
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.
Add User to Survey
Add user to a survey
List Surveys
Show all survey forms
Get Survey Responses
Retrieve responses for a survey
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Frequently Asked Questions
To start, connect both your EKM and Iterate accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in Iterate (or vice versa).
Absolutely. You can customize how EKM data is recorded in Iterate. This includes choosing which data fields go into which fields of Iterate, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and Iterate 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 Iterate. 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 Iterate
Iterate helps teams collect customer feedback and insights through targeted surveys and forms.
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