Integrate scanifly with your favorite apps

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before making it accessible to end users.
This process may take 15 to 30 days.

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How to get started with scanifly automations

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

scanifly

Action

scanifly

Real-world use cases of scanifly integrations

See how scanifly integrates with popular apps to automate tasks and streamline your workflow.

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • Integrate scanifly with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and scanifly databases.
  • Integrate scanifly with MySQL to automatically sync records, facilitating seamless data exchange between scanifly and your SQL databases.

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Frequently Asked Questions

What can I automate between Scanifly and my business apps?

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.

Do I need a developer to set these automations up?

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.

How does AI-enabled automation via viaSocket help with Scanifly workflows?

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.

Which apps can I connect Scanifly to?

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.

Is my design and customer data secure when automated?

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.

scanifly

About scanifly

Scanifly is solar-focused design software

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viaSocket

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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