Popular Use Cases
Start a workflow in your other tools whenever something new happens in convi.
Update records in convi automatically when data changes in the apps your team already uses.
Log convi activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate convi
Ready-made flows built with convi — preview one, then make it yours.
Integrate convi with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
Real-world use cases of convi integrations
See how convi integrates with popular apps to automate tasks and streamline your workflow.
Send personalized convi videos from HubSpot when a lead reaches demo-ready stage.
Log newly engaged convi prospects to Google Sheets for weekly outreach reporting.
Alert Slack when convi books a call from a cold lead.
Create Gmail follow-ups when convi viewers watch a video but do not book.
Update your CRM when convi turns a reply into a booked call.
Store convi prospect responses in your database for territory and list management.
How to get started with convi automations
Automate when something happens in convi
Login -> Create new flow -> Select trigger -> Search convi -> Choose the trigger from the list
Take action in convi when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search convi -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
Sync new Convi leads to contacts or opportunities, update fields based on engagement, create follow-up tasks, assign reps, and trigger Convi sequences from CRM stage changes—all without writing code.
Yes. viaSocket can add AI steps—like summarizing replies, detecting intent, or generating personalization tokens—that enrich Convi messages and automate next actions. You choose which AI steps run and when.
Most common workflows use templates and can be set up in minutes to an hour. No developer required for standard syncs; advanced routing or custom fields may take longer but remain low-effort.
viaSocket connects using secure APIs and standard authorization methods, only requests the access it needs, and offers role controls and audit logs. For enterprise needs we support additional compliance options.
About convi
Convi is an AI-driven video prospecting tool, personalizing outreach to boost call bookings, simplifying your lead engagement process.
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About viaSocket
viaSocket 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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