Connect EKM and Manifestly Checklists to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
Choose an Action
Automatically do this!
Create Run Workflow
Get Workflow Details
Add Workflow Step
Create or Update a Workflow
Update a Run
List Active Workflows
List Archived Workflows
List Runs
List Users
List Departments
Ready to use EKM and Manifestly Checklists 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.
New Run
Triggers when a run is started.
Complete Step
Triggers when a workflow step is completed
Step Late
Triggers when the workflow step is late.
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.
Create Run Workflow
Creates a run of a workflow.
Get Workflow Details
List all the details of the workflow.
Add Workflow Step
Add a step to an existing workflow.
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Frequently Asked Questions
To start, connect both your EKM and Manifestly Checklists accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in Manifestly Checklists (or vice versa).
Absolutely. You can customize how EKM data is recorded in Manifestly Checklists. This includes choosing which data fields go into which fields of Manifestly Checklists, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and Manifestly Checklists 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 Manifestly Checklists. 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 Manifestly Checklists
Manifestly Checklists software improves collaboration and accountability in your organization's recurring processes.
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