
When this happens...
New Highlight Created
Session Ends

Automatically do this!
Create Customer
Track User Event
List or Find Users
When this happensTriggers
A trigger is an event that starts a workflow.
runs when New Highlight Created
runs when Session Ends
Action is the task that follows automatically within your Hedy AI integrations.
Get a session's details, including transcript, conversation and meeting minutes
Get a highlight's original quote, cleaned quote, and AI insights.
Adds a new customer to your Engage account.
Record an event on a user's profile in Engage.
Retrieve users from Engage — get all users or find a specific user by email or user ID.
Turn Hedy's meeting insights into instant actions across your tools. viaSocket triggers workflows to Slack, Notion, Asana, HubSpot, Google Sheets, Gmail, Trello, and more, eliminating follow-up chaos.

Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
To start, connect both your Hedy AI and Engage accounts to viaSocket. Once connected, you can set up a workflow where an event in Hedy AI triggers actions in Engage (or vice versa).
Absolutely. You can customize how Hedy AI data is recorded in Engage. This includes choosing which data fields go into which fields of Engage, setting up custom formats, and filtering out unwanted information.
The data sync between Hedy AI and Engage typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Hedy AI and Engage. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreEngage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.
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