Integrate Instantly with RotaCloud to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
Instantly
When this happens...
New Lead in Campaign
New Email Received
New Email Sent
Lead Unsubscribed
Campaign Completed
Lead Marked as not interested
Lead Marked as interested
RotaCloud
Automatically do this!
Update User
Delete a User
Create Shift
Create Role
Create Location
Create Leave
Assign User to Role
Delete Location
Delete Role
Assign User to Location
Find Location by ID
Find Location by Name
Find Role by ID
Find Role by Name
Find User by it's ID and Name
Update User in RotaCloud when New Email Sent via Instantly
Use this flowDelete a User in Rotacloud when New Email Sent via Instantly
Use this flowCreate Shift in Rotacloud when New Email Sent via Instantly
Use this flowCreate Role in Rotacloud when New Email Sent via Instantly
Use this flowCreate Location in Rotacloud when New Email Sent via Instantly
Use this flowCreate Leave in Rotacloud when New Email Sent via Instantly
Use this flowAssign User to Role in RotaCloud when New Email Sent via Instantly
Use this flowDelete Location in Rotacloud when New Email Sent via Instantly
Use this flowDelete Role in Rotacloud when New Email Sent via Instantly
Use this flowAssign User to Location in Rotacloud when New Email Sent via Instantly
Use this flowEverything you can automate between Instantly and RotaCloud.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new lead is created in a specific campaign.
Triggered when a new email is received in a specific campaign.
Triggered when a new email is sent.
Triggered when a specific lead is unsubscribed.
Triggered when a specific campaign is completed.
Triggered when a Lead is marked as not interested.
Action is the task that follows automatically within your Instantly integrations.
Create a lead in a list or campaign.
Create an existing lead list.
Test account vitals.
Add multiple leads to a list.
Add multiple leads to a campaign.
Create a campaign

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
Learn moreAutomate and streamline your staff scheduling and time management with RotaCloud integration.
Learn moreSign up for a free viaSocket account, then authorize both your Instantly and RotaCloud accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Instantly and RotaCloud as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach RotaCloud. No coding required.
Yes. You can set up a workflow where Instantly triggers actions in RotaCloud, and a separate workflow where RotaCloud triggers actions in Instantly. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Instantly and RotaCloud. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Instantly and RotaCloud integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.