
When this happens...
New Customer
Update Customer
New Supplier
Update Supplier
New Contact
Update Contact
New Opportunity
Update Opportunity
New Project
Update Project
New Task
Update Task
New Time
Update Time
New Ticket
New Event
Update Event
Delete Event
New Note
Update Note
Delete Note
Delete Task
New Project task
Update Project Task
Update Project Task Status
Delete Project Task
New Project Subtask
Opportunity Column Updated
Opportunity Status Updated
New Quote
Quote Updated
Supplier Order Created
Supplier Order Updated
Supplier Invoice Created
Delete Ticket
Supplier Invoice Updated
Form Created
Form Updated
Form Status Updated
Product Created
Product Updated
Equipment Created
Equipment Updated
Purchase Created
Purchase Updated
Call Created
Call Updated
Call Deleted
Document Created
Document Updated
Invoice Created
Invoice Updated
Order Created
Order Updated
Order Pdf Generated
Delivery Created
Delivery Updated
Delivery Pdf Generated
Supplier Delivery Updated
Project Subtask Created
Project Subtask Updated

Automatically do this!
Get an Employee
Search Employee by Email
Deactivate Employee
Get All Exitreasons
Get all Leave Types
Employee Salary Details
Get Employee Documents
Get All Document Types
Get User Attendance
List all Employees
Attendance Regularization
Create Leave Request
Update Employee Personal Details
Create Employee
Get all Leave Balances
Get All Departments
Get All Job Titles
Get All Locations
List All Group Types
List All Groups
List All Capture Schemes
Get Review Group List
Get Time Frame List
Get all Leave Requests for a User
Gets review cycle list
Get Employee Review List
Get Holidays List
Get All Currencies
Get All Noticeperiods
Get All Contingent Types
Get Employee Document Attachment Download Url
List all Leave Plans
List all shift policies
List all trackingpolicies
List all weeklyoff policies
List all holidays Calendar
List all employee Salaries
List all Salary Components
List all Pay Groups
List All Pay Cycles
Get Pay Register
Get all Pay Batches
List all Batch Payments
List all Pay Bands
List all Pay Grades
List all Employee FnF Details
List all Bonus Types
Get financial details for all employees
List all Salary Structures
Get employee form 16
List all Banks
Get Attachment Download Url
Get all clients
List Client Invoices
List Taxes
List Tax Groups
List Projects
List Employee Expenses
List Expense Policies
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new customer is created.
Triggers when a customer is updated.
Trigger when a new supplier is created.
Triggers when a supplier is updated.
Triggers when a new contact is created.
Triggers when a contact is updated
Action is the task that follows automatically within your karlia integrations.
Retrieve the list of all users
Create an Purchase.
Create an event.
Create an note.
Creates a new time.
Create a Project.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your karlia and Keka accounts to viaSocket. Once connected, you can set up a workflow where an event in karlia triggers actions in Keka (or vice versa).
Absolutely. You can customize how karlia data is recorded in Keka. This includes choosing which data fields go into which fields of Keka, setting up custom formats, and filtering out unwanted information.
The data sync between karlia and Keka 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 karlia and Keka. 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.
Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !
Learn MoreKeka is a comprehensive HR and payroll management platform designed to streamline and automate various human resource processes. It offers features such as employee management, attendance tracking, leave management, payroll processing, and performance evaluation, making it an essential tool for businesses looking to enhance their HR operations.
Learn More