Connect EKM and Rewiser to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
Choose an Action
Automatically do this!
List All Folders
Create Transaction
Get Recent Transactions
Ready to use EKM and Rewiser 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.
Transaction Added
Runs when transaction added
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.
List All Folders
View all folders and details
Create Transaction
Add a transaction to folder
Get Recent Transactions
Show only recent transactions
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Frequently Asked Questions
To start, connect both your EKM and Rewiser accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in Rewiser (or vice versa).
Absolutely. You can customize how EKM data is recorded in Rewiser. This includes choosing which data fields go into which fields of Rewiser, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and Rewiser 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 Rewiser. 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 Rewiser
Rewiser is an AI-powered finance and budgeting platform for tracking expenses, income, and financial workflows.
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