Connect Hedy AI and Autopilot
Integrate Hedy AI with Autopilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Session Details from Hedy AI when New Client in Autopilot
Get Highlight Details from Hedy AI when New Client in Autopilot
Create or Update Session Context in Hedy AI when New Client in Autopilot
List Sessions from Hedy AI when New Client in Autopilot
List Topics from Hedy AI when New Client in Autopilot
Popular Hedy AI + Autopilot flows
Start from a real workflow other teams are already running.
Choose a trigger
Hedy AI
When this happens...
New Highlight Created
Session Ends
Choose an action
Autopilot
Automatically do this!
Create Client
Update Client
Find Clients
Add Client Address
Create Job
Update Job
Find Jobs
Create Invoice
Update Invoice
Record Invoice Payment
Find Invoices
Create Estimate
Update Estimate
Find Estimates
Add Line Item
Get Session Details from Hedy AI when New Client in Autopilot
Use this flowGet Highlight Details from Hedy AI when New Client in Autopilot
Use this flowCreate or Update Session Context in Hedy AI when New Client in Autopilot
Use this flowList Sessions from Hedy AI when New Client in Autopilot
Use this flowList Topics from Hedy AI when New Client in Autopilot
Use this flowCreate Topic in Hedy AI when New Client in Autopilot
Use this flowDelete Topic in Hedy AI when New Client in Autopilot
Use this flowGet Session Context Details from Hedy AI when New Client in Autopilot
Use this flowDelete Session Context in Hedy AI when New Client in Autopilot
Use this flowGet Topic Details from Hedy AI when New Client in Autopilot
Use this flowSupported Triggers & Actions
Everything you can automate between Hedy AI and Autopilot.
When this happensTriggers
A trigger is an event that starts a workflow.
New Highlight Created
runs when New Highlight Created
Session Ends
runs when Session Ends
New Client
Runs when a new client or lead is added. Optionally only clients or only leads.
Updated Client
Runs when a client changes, including addresses and tags.
New Job
Runs when a new job is created.
Updated Job
Runs when a job is updated, optionally only for a chosen status.
Do thisActions
Action is the task that follows automatically within your Hedy AI integrations.
Get Session Details
Get a session's details, including transcript, conversation, and meeting minutes, by session ID.
Get Highlight Details
Get a highlight's original quote, cleaned quote, and AI insights.
Create or Update Session Context
Create a session context or update its title, content, and default setting.
List Sessions
List all meeting sessions or retrieve a specific session by ID.
List Topics
List all topics and optionally return only selected response fields.
Create Topic
Create a new topic.
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 Hedy AI
Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.
Learn more
About Autopilot
Autopilot is a CRM and field service management app for home service businesses: clients, jobs, scheduling, estimates, invoices and payments.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Hedy AI and Autopilot 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 Hedy AI and Autopilot 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 Autopilot. No coding required.
Yes. You can set up a workflow where Hedy AI triggers actions in Autopilot, and a separate workflow where Autopilot triggers actions in Hedy AI. 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 Hedy AI and Autopilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Hedy AI and Autopilot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
