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Automate when something happens in heiapply-crm
Login -> Create new flow -> Select trigger -> Search heiapply-crm -> Choose the trigger from the list
Take action in heiapply-crm when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search heiapply-crm -> Choose the action from the list
Trigger
Action
See how heiapply-crm integrates with popular apps to automate tasks and streamline your workflow.

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.

Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
It automatically transfers enquiries from your forms, ad platforms, email captures and other tools into the Heiapply system as enquiry records, so your team doesn’t have to enter data manually.
Any app or tool that captures leads—web forms, landing pages, ad platforms, chat widgets, email inboxes and spreadsheets—can be connected to push enquiries into Heiapply via viaSocket.
Yes. Set simple routing rules (by region, product interest, campaign, etc.) so enquiries created in Heiapply are assigned immediately to the correct rep, reducing response time and lost leads.
viaSocket can apply lightweight AI during the workflow to classify or prioritize enquiries (for example: high/medium/low priority or topic tagging) before creating records in Heiapply, so teams focus on the best opportunities.
Most integrations are set up in minutes with point-and-click mapping of fields. Data sent to Heiapply follows standard secure transfer practices; you control what fields are mapped and when records are created.
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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