Connect EKM and SquaredUp to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
Choose an Action
Automatically do this!
Create User
Delete User
Search User
Create Tenant Group
Delete Tenant Group
Update Tenant Group
Upgrade Contact Information
Update Current Tenant
Ready to use EKM and SquaredUp automations
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.
Create User
Create Tenent User.
Delete User
Deleting the User using Email.
Search User
This action search user by email id.
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Frequently Asked Questions
To start, connect both your EKM and SquaredUp accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in SquaredUp (or vice versa).
Absolutely. You can customize how EKM data is recorded in SquaredUp. This includes choosing which data fields go into which fields of SquaredUp, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and SquaredUp 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 SquaredUp. 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 SquaredUp
SquaredUp provides engineering teams with end-to-end visibility of their business-critical applications, allowing them to monitor and manage the health, performance, and overall status of their systems.
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