Connect EKM and Worksection to Build Intelligent Automations

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EKM

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Worksection

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer

New Customer

Runs when a new customer is created.

New Order

New Order

Trigger when new order is created in your account.

New Product

New Product

Trigger when new product is created in your account.

New Project

New Project

Triggers when a new project is created.

New Project Task

New Project Task

Retrieve tasks created within a recent time window for the selected project.

New Comment in Task

New Comment in Task

Detects new comments added to a selected task in a project and returns their details.

Do thisActions

Action is the task that follows automatically within your EKM integrations.

Create Customer

Create Customer

Add a new customer to the EKM account.

Create Product

Create Product

Add a new Product to the EKM account.

Update Product

Update Product

Update the details of an existing product.

Create Project

Create Project

Adds a new project into your account.

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Frequently Asked Questions

How do I start an integration between EKM and Worksection?

To start, connect both your EKM and Worksection accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in Worksection (or vice versa).

Can we customize how data from EKM is recorded in Worksection?

Absolutely. You can customize how EKM data is recorded in Worksection. This includes choosing which data fields go into which fields of Worksection, setting up custom formats, and filtering out unwanted information.

How often does the data sync between EKM and Worksection?

The data sync between EKM and Worksection typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from EKM to Worksection?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between EKM and Worksection?

Yes, you can set conditional logic to control the flow of data between EKM and Worksection. 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.