Popular Use Cases
Start a workflow in your other tools whenever something new happens in scanifly.
Update records in scanifly automatically when data changes in the apps your team already uses.
Log scanifly activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate scanifly
Ready-made flows built with scanifly — preview one, then make it yours.
Integrate scanifly 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 scanifly integrations
See how scanifly integrates with popular apps to automate tasks and streamline your workflow.
Create Salesforce opportunities when a Scanifly design request is approved for a qualified solar lead.
Send HubSpot contact updates when Scanifly project details change after a site review.
Add Google Sheets rows when Scanifly proposals are finalized for revenue tracking.
Assign Asana tasks when Scanifly design files need internal review before customer handoff.
Route approved Scanifly project notes into your CRM for account follow-up and renewals.
Log Scanifly design changes in your spreadsheet for reporting, estimates, and operations reviews.
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
Action
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Frequently Asked Questions
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.
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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