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Automate when something happens in scanifly
Login -> Create new flow -> Select trigger -> Search scanifly -> Choose the trigger from the list
Take action in scanifly when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search scanifly -> Choose the action from the list
Trigger
Action
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Common automations include creating CRM leads and proposals from finished designs, exporting BOMs to estimating and procurement, auto-creating projects and schedules for field teams, and assembling permit or close‑out packs. Each automation removes repetitive steps so teams move faster.
No. viaSocket provides ready connectors and visual workflow builders so non-technical operators can build and adjust automations that move Scanifly outputs into sales, finance, and operations tools.
viaSocket can use AI to classify leads, extract key design metrics, and suggest next steps (for example, which sales template to send). That lets you automate decisions—like routing high-value prospects or choosing the right quote template—without manual review.
You can connect Scanifly to CRMs, proposal and quoting tools, accounting/ERP systems, project management and scheduling apps, cloud storage for permits, and ticketing/service platforms. If you use a less common tool, viaSocket can often integrate it or pass data via standard exports.
Yes. viaSocket follows secure transfer and storage practices and gives you control over which fields and files move between systems. You setup exactly what data is shared and where it’s stored.
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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