Connect EKM and SimpleKPI to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
Choose an Action
Automatically do this!
Add KPI entry
Update KPI entry
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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.
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.
Add KPI entry
Add a KPI data entry with a date, actual and target values, and optional notes.
Update KPI entry
Update an existing KPI entry for a given date with new actual, target, or notes.
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Frequently Asked Questions
To start, connect both your EKM and SimpleKPI accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in SimpleKPI (or vice versa).
Absolutely. You can customize how EKM data is recorded in SimpleKPI. This includes choosing which data fields go into which fields of SimpleKPI, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and SimpleKPI 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 SimpleKPI. 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 SimpleKPI
SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.
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