If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
See how cassidy integrates with popular apps to automate tasks and streamline your workflow.
Automated lead qualification & routing
AI-driven support triage & first-touch resolution
Revenue recovery & personalized follow‑ups
Automated reporting & anomaly alerts
Operations: sync, enforce, and onboard




Automate when something happens in cassidy
Login -> Create new flow -> Select trigger -> Search cassidy -> Choose the trigger from the list
Take action in cassidy when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search cassidy -> Choose the action from the list
Trigger
Action
Launch your automation in minutes using professionally built workflow templates. Customize them anytime to fit your needs.
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Cassidy is an AI application that connects to your existing tools and builds AI assistants that run tailored workflow automations. It performs tasks like reading incoming messages, extracting key details, making decisions, and triggering actions across apps so routine work happens automatically.
Yes. viaSocket connects Cassidy to your apps and orchestrates AI-enabled automations—so Cassidy can read data from one system, apply AI logic, and update another system without manual handoffs.
Cassidy connects to the tools you already use—CRMs, help desks, email, calendars, cloud storage, databases, and custom APIs—via viaSocket connectors, so it can operate across your stack.
Most businesses can get started with a simple configuration and templates. More complex automations may involve an integration specialist, but day-to-day setup and adjustments are aimed at non-technical operators.
Small automations (lead routing, basic triage) often deliver measurable time savings within days. More comprehensive workflows (revenue recovery, multi-step operations) typically show clear ROI in a few weeks depending on complexity and data readiness.
Cassidy securely connects with all of your existing tools, builds AI assistants and creates AI-driven workflow automations personalized to your business.
Learn MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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