Connect Hedy AI and karlia to Build Intelligent Automations
Choose a Trigger
When this happens...
New Highlight Created
Session Ends
Choose an Action
Automatically do this!
List All Users
Create Purchase
Create Event
Create Note
Create Time
Create Project
Create Project Subtask
Update Event
Update Purchase
Update Project
Update Note
Update Project Subtask
Update Contact Custom Field
Find Opportunity
Find Supplier
Find Customer
Create Task
Update Task
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Actions and Triggers
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 Customer
Triggers when a new customer is created.
Update Customer
Triggers when a customer is updated.
New Supplier
Trigger when a new supplier is created.
Update Supplier
Triggers when a supplier is updated.
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
Get Highlight Details
Get a highlight's original quote, cleaned quote, and AI insights.
List All Users
Retrieve the list of all users
Create Purchase
Create an Purchase.
Create Event
Create an event.
Create Note
Create an note.
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Frequently Asked Questions
To start, connect both your Hedy AI and karlia accounts to viaSocket. Once connected, you can set up a workflow where an event in Hedy AI triggers actions in karlia (or vice versa).
Absolutely. You can customize how Hedy AI data is recorded in karlia. This includes choosing which data fields go into which fields of karlia, setting up custom formats, and filtering out unwanted information.
The data sync between Hedy AI and karlia 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 karlia. 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.
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 MoreAbout karlia
Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !
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