Popular Use Cases
Start a workflow in your other tools whenever something new happens in idi.
Update records in idi automatically when data changes in the apps your team already uses.
Log idi activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate idi
Ready-made flows built with idi — preview one, then make it yours.
Integrate idi with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
Real-world use cases of idi integrations
See how idi integrates with popular apps to automate tasks and streamline your workflow.
Send new idi contacts to HubSpot so agents can start follow-up immediately.
Alert Slack when a client update lands in idi for faster handoffs.
Create Gmail drafts from idi inquiries to keep responses consistent across listings.
Track idi contact changes in Google Sheets for weekly pipeline reporting.
Update your CRM when idi client records change during active property searches.
Log idi communication requests in your database for assignment and review.
How to get started with idi automations
Automate when something happens in idi
Login -> Create new flow -> Select trigger -> Search idi -> Choose the trigger from the list
Take action in idi when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search idi -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
It connects IDI to the other apps your team uses so routine tasks (lead follow-up, listing updates, tenant onboarding, maintenance routing, reporting) run automatically without manual steps.
Yes. viaSocket can run AI-enabled automations that draft personalized replies to leads, summarize portfolio performance, and prioritize maintenance tasks — then push those outputs back into IDI or your other tools.
No. viaSocket provides ready-made workflow templates and a simple visual editor so non-technical operators can build and adjust automations quickly.
Expect faster lead response and higher conversion, reduced vacancy time, fewer late payments, faster maintenance resolution, and less time spent preparing owner reports.
viaSocket uses standard security practices to protect data in transit and at rest and only accesses the IDI data needed for each workflow. You control permissions and connections.
About idi
IDI is a real estate technology partner to make the control of your real estate and communication with your contacts and clients more agile and easy.
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About viaSocket
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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