
When this happens...
New Highlight Created
Session Ends

Automatically do this!
Create Organization
Rename Organization
Delete organization
Create Template
Download Document PDF
Get Document Download Link
Get Document
Upload Document
Delete Document
Move Document
Share Template
Create Document Group
Delete Document Group
Rename Document Group
Create document and invite to sign
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When this happensTriggers
A trigger is an event that starts a workflow.
runs when New Highlight Created
runs when Session Ends
Trigger when a user document delete.
Trigger when user document create.
Trigger when user document open.
Trigger when a user document update.
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.
This action create New Organization.
This action rename the Organization name.
This action delete an organization.
Convert an existing document into a reusable, named template for future use.
Turn Hedy meeting insights into action. viaSocket automatically exports summaries to Slack and Notion, creates tasks in Asana, updates HubSpot, logs to Google Sheets, and launches follow-ups.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Hedy AI and SignNow accounts to viaSocket. Once connected, you can set up a workflow where an event in Hedy AI triggers actions in SignNow (or vice versa).
Absolutely. You can customize how Hedy AI data is recorded in SignNow. This includes choosing which data fields go into which fields of SignNow, setting up custom formats, and filtering out unwanted information.
The data sync between Hedy AI and SignNow 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 SignNow. 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 MoreSignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.
Learn More