
When this happens...
New Contact
New Lead
New Record
Updated Record
New Case Attachment
New Task
New Account
Update Contact
New Opportunity

Automatically do this!
Deactivate Employee
List leave types
List All Employee Salary Details
List Employee Documents
List document types
List All Attendance Records
List All Employees
Log employee clock-in and clock-out
Create Leave Request
Upload Employee Document
Update Employee Personal Details
Add an new employee
List All Leave Balances
List All Departments
List All Job Titles
List All Locations
List All Group Types
List All Groups
List All Capture Schemes
List of Review Groups
List of Time Frames
List User Leave Requests
List of Review Cycles
List of Employee Reviews
List of Holidays
List of All Currencies
List All Notice Periods
List All Contingent Types
List of 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
List of Payroll Registers
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
List of Financial Details for All Employees
List all Salary Structures
List Employee Form 16
List Banks
List Attachment Download Url
List clients
List Client Invoices
List Taxes
List Tax Groups
List Projects
List Employee Expenses
List expense policies
Update Employee Bank Details
Assign Asset
Update Employee Salary
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new Contact is created.
Triggers when a new Lead is created.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a new Attachment is added to a case.
Triggers when a new task is created.
Action is the task that follows automatically within your Salesforce integrations.
Adds an existing contact to an existing campaign.
Adds an existing lead to an existing campaign.
Creates a new attachment (max 25MB).
Creates a new contact.
Creates a new note and links it to a parent record
Updates an existing contact in Salesforce.

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To start, connect both your Salesforce and Keka accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesforce triggers actions in Keka (or vice versa).
Absolutely. You can customize how Salesforce 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 Salesforce 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 Salesforce 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.
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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