Connect Email and EKM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Email
Choose an Action
Automatically do this!
Create Customer
Create Product
Update Product
Ready to use Email and EKM 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 Email integrations.
Send Approval Email
Send an approval email with action buttons so recipients can review and approve.
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.
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Frequently Asked Questions
To start, connect both your Email and EKM accounts to viaSocket. Once connected, you can set up a workflow where an event in Email triggers actions in EKM (or vice versa).
Absolutely. You can customize how Email data is recorded in EKM. This includes choosing which data fields go into which fields of EKM, setting up custom formats, and filtering out unwanted information.
The data sync between Email and EKM 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 Email and EKM. 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 Email
Human Intervention is a powerful tool designed to facilitate seamless human interaction within automated workflows. It allows users to pause automation processes and request human input or approval before proceeding, ensuring accuracy and compliance in critical tasks.
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