Connect EKM and vPlan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
Choose an Action
Automatically do this!
Create Activity
Create Resource
Ready to use EKM and vPlan 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.
New or Changed Collection
Triggers when a new collection is added or changed.
New or Updated Card
Triggers when a card is added or updated.
Attached or Detached Label on a Card
Triggers when a label is attached or detached from a card.
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 Activity
Create a new Activity.
Create Resource
Create a new resource.
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Frequently Asked Questions
To start, connect both your EKM and vPlan accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in vPlan (or vice versa).
Absolutely. You can customize how EKM data is recorded in vPlan. This includes choosing which data fields go into which fields of vPlan, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and vPlan 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 vPlan. 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.
