Connect EKM and Sage Sales Management 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!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
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.
Update Product Variant
Modify the details of an existing product variant.
Create Account
Create Account in ForceManager
Create Activity
Create activity
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Frequently Asked Questions
To start, connect both your EKM and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how EKM data is recorded in Sage Sales Management. This includes choosing which data fields go into which fields of Sage Sales Management, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and Sage Sales Management 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 Sage Sales Management. 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 Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
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