Connect EKM and Orderry to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
Choose an Action
Automatically do this!
Create Task
Create Comment on Task
Create Order Comment
Create Comment for Invoice
Create Client
Update Contact
Create Inquiry
Create Payment
Update Task
Ready to use EKM and Orderry 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.
Task Created
Triggers when New Task.
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 Task
Create a Task
Create Comment on Task
Create Comment on Task
Create Order Comment
Add a comment to a specific order.
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Frequently Asked Questions
To start, connect both your EKM and Orderry accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in Orderry (or vice versa).
Absolutely. You can customize how EKM data is recorded in Orderry. This includes choosing which data fields go into which fields of Orderry, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and Orderry 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 Orderry. 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.
