
When this happens...
New Customer
New Order
New Product
Update Order with Status
New Order Status
New Order With Status
New Paid Order

Automatically do this!
Create a Client
List All Client
Create Job
List Jobs
Create Job Queue
List all Attachments
List all Clients
List all Jobs
List all Job Activities
List all Job Checklists
List all Job Contacts
List all Job Materials
List all Locations
List all Materials
List all Notes
List all Security Roles
List all Staff Members
Add job note
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger activates whenever a new customer is added.
Trigger when new order is created in your account.
Trigger when new product is created in your account.
Trigger when order is updated and matched to given order status.
Trigger when new order status is created in your account.
Trigger when new order is added that match to the given order status.
Action is the task that follows automatically within your EKM integrations.
Add a new customer to the EKM account.
Add a new Product to the EKM account.
Update the details of an existing product.
Modify the details of an existing product variant.
Create a new client
Get an existing client list

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your EKM and ServiceM8 accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in ServiceM8 (or vice versa).
Absolutely. You can customize how EKM data is recorded in ServiceM8. This includes choosing which data fields go into which fields of ServiceM8, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and ServiceM8 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 ServiceM8. 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.
ServiceM8 is a field service management software that helps businesses manage jobs, schedule work, and streamline operations. It is designed to assist service-based businesses in improving efficiency and customer satisfaction.
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