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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.
Attaches a file to an existing row.
Copies a row from one sheet to another.

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To start, connect both your EKM and Smartsheet accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in Smartsheet (or vice versa).
Absolutely. You can customize how EKM data is recorded in Smartsheet. This includes choosing which data fields go into which fields of Smartsheet, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and Smartsheet 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 Smartsheet. 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.
Smartsheet is a powerful work management and automation platform that enables teams to plan, track, automate, and report on work. It provides a flexible and intuitive interface for managing projects, tasks, and workflows, making it easier for teams to collaborate and achieve their goals.
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