Connect Worksection and EKM to Build Intelligent Automations

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Worksection

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

Triggers when a new project is created.

New Project Task

New Project Task

Retrieve tasks created within a recent time window for the selected project.

New Comment in Task

New Comment in Task

Detects new comments added to a selected task in a project and returns their details.

Task Completed in Project

Task Completed in Project

Return tasks from the selected project that were marked done within the specified recent time period.

New Customer

New Customer

Trigger activates whenever a new customer is added.

New Order

New Order

Trigger when new order is created in your account.

Do thisActions

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

Create Project

Create Project

Adds a new project into your account.

Create Customer

Create Customer

Add a new customer to the EKM account.

Create Product

Create Product

Add a new Product to the EKM account.

Update Product

Update Product

Update the details of an existing product.

Update Product Variant

Update Product Variant

Modify the details of an existing product variant.

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Frequently Asked Questions

How do I start an integration between Worksection and EKM?

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

Can we customize how data from Worksection is recorded in EKM?

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

How often does the data sync between Worksection and EKM?

The data sync between Worksection and EKM 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 Worksection to EKM?

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 Worksection and EKM?

Yes, you can set conditional logic to control the flow of data between Worksection and EKM. 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.