Connect Keka and Zendesk Sell to Build Intelligent Automations

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Keka

When this happens...

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Zendesk Sell

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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.

New Product in Catalog

New Product in Catalog

Triggers when a new product is added in catalog

New Task

New Task

Triggers when a new task is created

New Note

New Note

Triggers when a new note is created

New Lead

New Lead

Triggers when a new lead is created

New Deal

New Deal

Triggers when a new deal is created

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 Zendesk Sell?

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

Can we customize how data from Keka is recorded in Zendesk Sell?

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

How often does the data sync between Keka and Zendesk Sell?

The data sync between Keka and Zendesk Sell 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 Zendesk Sell?

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 Zendesk Sell?

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

About Zendesk Sell

Elevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.

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