Connect Keka and ATZ CRM to Build Intelligent Automations

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Keka

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ATZ CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Employee Added

New Employee Added

Triggered when a new employee is added to Keka.

Add contact

Add contact

Add a new contact to ATZ CRM.

Add candidate

Add candidate

Create a candidate profile in ATZ CRM for tracking and follow-up.

Update Candidate

Update Candidate

Update a candidate's details in ATZ CRM.

Delete candidate

Delete candidate

Remove a candidate record from ATZ CRM.

Contact Deleted

Contact Deleted

Triggered when a contact is deleted from ATZ CRM.

Do thisActions

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

Deactivate Employee

Deactivate Employee

Create an exit request to record an employee’s resignation date, last working day, reason, and rehire eligibility.

List leave types

List leave types

List all leave types in your Keka account.

List All Employee Salary Details

List All Employee Salary Details

Search Employee Salary Details by Employee Number

List Employee Documents

List Employee Documents

Get documents for one or more employees by email or employee ID. Optionally filter by document type.

List document types

List document types

Lists all document types in your Keka account, including each type's fields and whether they are required.

List All Attendance Records

List All Attendance Records

Retrieve attendance records for specified employees (search by name or employee IDs) within an optional date range.

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Frequently Asked Questions

How do I start an integration between Keka and ATZ CRM?

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

Can we customize how data from Keka is recorded in ATZ CRM?

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

How often does the data sync between Keka and ATZ CRM?

The data sync between Keka and ATZ CRM 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 Keka to ATZ CRM?

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 Keka and ATZ CRM?

Yes, you can set conditional logic to control the flow of data between Keka and ATZ CRM. 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.

Keka

About Keka

Keka 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.

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ATZ CRM

About ATZ CRM

ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.

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