Connect Balsio and LionDesk
Integrate Balsio with LionDesk to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Balsio + LionDesk flows
Start from a real workflow other teams are already running.
Choose a trigger
Balsio
When this happens...
New Message
New Thread
Choose an action
LionDesk
Automatically do this!
Create Contact
Start Campaign
Update Hotness
Find a Contact
List Campaigns
List Contacts
List Custom Fields
List Sources
List Hotnesses
List Events
List Lead Routes
List Lead Sources
List Static Lists
List Tags
List Teams
List Team Members
List Templates
List Template Folders
List User
Create Contact in LionDesk when New Message in Balsio
Use this flowStart Campaign in Liondesk when New Message in Balsio
Use this flowUpdate Hotness in LionDesk when New Message in Balsio
Use this flowFind a Contact in LionDesk when New Message in Balsio
Use this flowList Campaigns in Liondesk when New Message in Balsio
Use this flowList Contacts from LionDesk when New Message in Balsio
Use this flowList Custom Fields from LionDesk when New Message in Balsio
Use this flowList Sources from LionDesk when New Message in Balsio
Use this flowList Hotnesses from LionDesk when New Message in Balsio
Use this flowList Events from LionDesk when New Message in Balsio
Use this flowSupported Triggers & Actions
Everything you can automate between Balsio and LionDesk.
When this happensTriggers
A trigger is an event that starts a workflow.
New Message
Runs when a new message is posted in Balsio, optionally in a chosen thread.
New Thread
Runs when a new thread is created in Balsio.
New Contact
Triggers when a new contact is created in Liondesk.
Do thisActions
Action is the task that follows automatically within your Balsio integrations.
Add Users to Thread
Add people to a Balsio thread by email address.
Create Scheduled Message
Schedule a message to be posted to a Balsio thread at a chosen time.
Send Message
Post a message to a selected Balsio thread, with optional reply, attachments and attributes.
Create Thread
Start a new Balsio conversation or sub-thread and post its first message.
Archive Thread
Move a Balsio thread from Inbox or Snoozed to Done.
List Threads
List Balsio threads by channel or parent thread, or get one thread by ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Balsio
Balsio is a team messaging platform for threads, channels and conversations with teammates and external participants.
Learn moreSimilar apps
About LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Balsio and LionDesk accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Balsio and LionDesk as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach LionDesk. No coding required.
Yes. You can set up a workflow where Balsio triggers actions in LionDesk, and a separate workflow where LionDesk triggers actions in Balsio. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Balsio and LionDesk. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Balsio and LionDesk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
