Connect Insighto.ai and EKM to Build Intelligent Automations

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Insighto.ai

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EKM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is created.

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.

Request a new Trigger for Insighto.ai

Do thisActions

Action is the task that follows automatically within your Insighto.ai integrations.

Create Contact

Create Contact

Creates a Contact in the system.

Add Text Blob Into Data Source

Add Text Blob Into Data Source

Adds a text blob into an existing Data Source.

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.

Request a new Action for Insighto.ai

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Frequently Asked Questions

How do I start an integration between Insighto.ai and EKM?

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

Can we customize how data from Insighto.ai is recorded in EKM?

Absolutely. You can customize how Insighto.ai 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.

How often does the data sync between Insighto.ai and EKM?

The data sync between Insighto.ai and EKM 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 Insighto.ai to EKM?

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 Insighto.ai and EKM?

Yes, you can set conditional logic to control the flow of data between Insighto.ai 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.