Popular Use Cases
Start a workflow in your other tools whenever something new happens in handy.
Update records in handy automatically when data changes in the apps your team already uses.
Log handy activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate handy
Ready-made flows built with handy — preview one, then make it yours.
Integrate handy 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 handy integrations
See how handy integrates with popular apps to automate tasks and streamline your workflow.
Send handy new leads to HubSpot for immediate follow-up by sales.
Create Salesforce records when handy captures sales orders from the field.
Add survey responses from handy to Google Sheets for weekly reporting.
Alert Slack when handy receives new leads needing regional rep assignment.
Update your CRM after handy submits a qualified order from visits.
Route email summaries of handy survey results to operations managers.
How to get started with handy automations
Automate when something happens in handy
Login -> Create new flow -> Select trigger -> Search handy -> Choose the trigger from the list
Take action in handy when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search handy -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
It means connecting handy to your other systems so data captured in the field (orders, leads, surveys) automatically triggers the right business actions — assignments, invoices, inventory updates, follow-ups, and reports — without manual handoffs.
Common automations include lead routing and follow-up, converting orders into invoices and inventory updates, turning survey results into service tickets, and syncing data to reporting tools for realtime dashboards.
No. viaSocket is built for non-technical operators: most workflows are assembled with connectors and simple logic. Development help is optional for highly custom integrations.
Yes. viaSocket can add AI steps—like lead scoring, extracting intent from survey answers, or drafting personalized responses—so handy data is routed and acted on smarter and faster.
Automations connect via secure APIs and credentials; access is controlled by permissions. viaSocket works with encrypted connections and standard access controls to keep your data isolated and auditable.
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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