Connect Keka and Espo CRM to Build Intelligent Automations

Choose a Trigger

Keka

When this happens...

Choose an Action

Espo CRM

Automatically do this!

Enable Integrations or automations with these events of Keka and Espo CRM

Enable Integrations or automations with these events of Keka and Espo CRM

Triggers

New Employee Added

New Employee Added

Triggered when a new employee is added to Keka.

Request a new Trigger for Keka

Actions

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 Espo CRM?

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

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

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

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

The data sync between Keka and Espo 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 Espo 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 Espo CRM?

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

About Espo CRM

Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.

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