Connect EKM and playbook 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!
- Request a new Action for playbook
Enable Integrations or automations with these events of EKM and playbook
Enable Integrations or automations with these events of EKM and playbook
Triggers
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.
Actions
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.
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Frequently Asked Questions
To start, connect both your EKM and playbook accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in playbook (or vice versa).
Absolutely. You can customize how EKM data is recorded in playbook. This includes choosing which data fields go into which fields of playbook, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and playbook 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 playbook. 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 playbook
Playbook will be a software application that will allow customers to gain more control over their businesses. They will be able to better build and track their company’s tasks and processes.
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