Connect Sharly AI with 2200+ apps

Integrate Sharly AI 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 Sharly AI integrations

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

Sync form responses automatically to a spreadsheet for instant data capture

Send Slack notifications whenever a new row is added or updated in Sheets

Trigger email campaigns in Mailchimp when a new contact is added to a sheet

Create CRM contacts in HubSpot directly from new Google Sheets entries

Generate and save PDF reports to Google Drive from spreadsheet data

Automatically back up database records to a Google Sheet on a daily schedule

Sharly AI
Sharly AI
Slack
Gmail
HubSpot
Notion
Shopify
Airtable
+2,100+ more apps

How to get started with Sharly AI automations

Automate when something happens in Sharly AI

Login -> Create new flow -> Select trigger -> Search Sharly AI -> Choose the trigger from the list

Take action in Sharly AI when something happens in an app or you want to add step in flow

Login -> Create new flow -> Select action -> Search Sharly AI -> Choose the action from the list

Trigger

Sharly AI

Action

Sharly AI

Need help building your workflow?

Get instant answers from our AI assistant or connect with a support specialist anytime.

Frequently Asked Questions

What does the viaSocket integration with Sharly AI do?

It connects Sharly’s PDF chatbot to your apps so documents are automatically summarized, key data is extracted, and results are routed into your CRM, helpdesk, finance tools, or databases without manual copy/paste.

How can Sharly AI automation reduce handling time for support teams?

Sharly creates concise summaries and suggested actions from attachments or manuals. viaSocket then attaches those summaries to tickets and fills key fields, cutting research time for agents and speeding resolution.

What file types and documents does Sharly work with?

Sharly is designed for PDFs and common document formats (PDFs are the primary focus). Use it for contracts, invoices, specifications, manuals, and proposals to extract summaries and structured data.

Is my document data secure when automated via viaSocket?

viaSocket forwards documents to Sharly for processing under secure connections and only passes back the extracted summaries or fields you configure. You can limit what is stored and where results are sent to match your privacy needs.

Sharly AI

About Sharly AI

Chat with PDFs and documents. Sharly is the ultimate AI tool for document workflow. Harness PDF AI chatbot to efficiently summarize and organize content.

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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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