
When this happens...
New Customer
New Order
New Product

Automatically do this!
Enable Integrations or automations with these events of EKM and Simplifi by Quicken
Runs when a new customer is created.
Trigger when new order is created in your account.
Trigger when new product is created in your account.
Add a new customer to the EKM account.
Add a new Product to the EKM account.
Update the details of an existing product.
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Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
To start, connect both your EKM and Simplifi by Quicken accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in Simplifi by Quicken (or vice versa).
Absolutely. You can customize how EKM data is recorded in Simplifi by Quicken. This includes choosing which data fields go into which fields of Simplifi by Quicken, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and Simplifi by Quicken 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 Simplifi by Quicken. 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.
Simplifi by Quicken is a personal finance management tool designed to help users track their spending, budget effectively, and achieve their financial goals. It offers features such as real-time updates on financial accounts, customizable budgets, and insightful reports to simplify financial planning.
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