Integrate Ethic 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 Ethic integrations
See how Ethic integrates with popular apps to automate tasks and streamline your workflow.
Sync portfolio allocation updates from Ethic to Salesforce for advisor follow-up.
Send responsible investing review notes from Ethic to Slack when approvals change.
Create tasks in Asana when an Ethic portfolio needs ESG policy review.
Log Ethic portfolio changes in Google Sheets for monthly reporting and analysis.
Update your CRM when Ethic flags a new institutional investor interest.
Route Ethic screening outcomes to your spreadsheet for audit and compliance tracking.
How to get started with Ethic automations
Automate when something happens in Ethic
Login -> Create new flow -> Select trigger -> Search Ethic -> Choose the trigger from the list
Take action in Ethic when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Ethic -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
You can automate data syncing from Ethic into your CRM or reporting tools, trigger alerts when ESG thresholds are breached, generate ESG summaries with AI, and keep dashboards and internal reports updated on a schedule.
No. viaSocket is built for business operators. You define simple “when this happens in Ethic, do that in another tool” rules, using a visual workflow builder. Technical setup is minimal and often handled once by an operations or tech lead.
viaSocket can send selected Ethic data to AI models to create summaries, talking points, or draft emails. For example, when a portfolio’s ESG profile changes, viaSocket can generate a plain-language explanation and add it to a CRM note or email draft for advisor review.
Yes. You choose exactly which fields and events from Ethic are used in each workflow. viaSocket lets you filter, map, and limit data so only the information you need is shared with your CRM, email, or reporting systems.
Teams typically reduce manual reporting time, respond faster to ESG-related changes, improve the quality of client conversations with better context, and strengthen compliance oversight through consistent, automated checks and alerts.
About Ethic
Ethic is a platform dedicated to sustainable and responsible investing, helping individuals and organizations align their investment portfolios with their ethical values. It provides tools and insights to create and manage investment strategies that prioritize environmental, social, and governance (ESG) factors.
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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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