Connect Pitchit and Tess
Integrate Pitchit with Tess to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Search Agents Details in Tess when When a new pitch is created in Pitchit
Execute Agent with Tess when When a new pitch is created in Pitchit
Search Agents Details in Tess when When a meeting is booked in Pitchit
Execute Agent with Tess when When a meeting is booked in Pitchit
Search Agents Details in Tess when When a lead's priority changes in Pitchit
Popular Pitchit + Tess flows
Start from a real workflow other teams are already running.
Choose a trigger
Pitchit
When this happens...
When a new pitch is created
When a meeting is booked
When a lead's priority changes
When a lead's insights are updated
Choose an action
Tess
Automatically do this!
Search Agents Details
Execute Agent
Search Agents Details in Tess when When a new pitch is created in Pitchit
Use this flowExecute Agent with Tess when When a new pitch is created in Pitchit
Use this flowSearch Agents Details in Tess when When a meeting is booked in Pitchit
Use this flowExecute Agent with Tess when When a meeting is booked in Pitchit
Use this flowSearch Agents Details in Tess when When a lead's priority changes in Pitchit
Use this flowExecute Agent with Tess when When a lead's priority changes in Pitchit
Use this flowSearch Agents Details in Tess when When a lead's insights are updated in Pitchit
Use this flowExecute Agent with Tess when When a lead's insights are updated in Pitchit
Use this flowSupported Triggers & Actions
Everything you can automate between Pitchit and Tess.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new pitch is created
Runs the workflow automatically when a new pitch is created in Pitchit.
When a meeting is booked
Runs the workflow automatically whenever a meeting is booked in the account.
When a lead's priority changes
Runs the workflow automatically whenever any lead's priority is changed.
When a lead's insights are updated
Runs the workflow automatically whenever any lead's insights are updated in the account.
Do thisActions
Action is the task that follows automatically within your Pitchit integrations.
Add Lead to Pitchit
Adds a new lead to Pitchit and assigns them to the selected campaign.
Search Agents Details
Searches for agents and returns a list of matching agents with their key details.
Execute Agent
Runs the Tess assistant and returns the content it creates.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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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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About Pitchit
Pitchit is an innovative AI-driven platform designed to enhance your pitching skills and presentations. It leverages advanced AI tools to provide feedback, suggestions, and improvements for your pitches, ensuring you deliver compelling and effective presentations every time.
Learn more
About Tess
Tess is a versatile platform designed to enhance team collaboration and communication. It offers a suite of tools to streamline project management, facilitate seamless communication, and boost productivity across teams.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pitchit and Tess 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 Pitchit and Tess 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 Tess. No coding required.
Yes. You can set up a workflow where Pitchit triggers actions in Tess, and a separate workflow where Tess triggers actions in Pitchit. 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 Pitchit and Tess. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pitchit and Tess integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
