Connect SquaredUp and WhatConvert
Integrate SquaredUp with WhatConvert to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create User in Squaredup when When a new lead is created in WhatConvert
Delete User in Squaredup when When a new lead is created in WhatConvert
Search User in SquaredUp when When a new lead is created in WhatConvert
Create Tenant Group in SquaredUp when When a new lead is created in WhatConvert
Delete Tenant Group in Squaredup when When a new lead is created in WhatConvert
Popular SquaredUp + WhatConvert flows
Start from a real workflow other teams are already running.
Choose a trigger
SquaredUp
When this happens...
- Request a new Trigger for SquaredUp
Choose an action
WhatConvert
Automatically do this!
Update Lead
List Accounts
Create Lead
List Users
Get Leads
Get Profiles
Find or Create Lead
Create User in Squaredup when When a new lead is created in WhatConvert
Use this flowDelete User in Squaredup when When a new lead is created in WhatConvert
Use this flowSearch User in SquaredUp when When a new lead is created in WhatConvert
Use this flowCreate Tenant Group in SquaredUp when When a new lead is created in WhatConvert
Use this flowDelete Tenant Group in Squaredup when When a new lead is created in WhatConvert
Use this flowUpdate Tenant Group in Squaredup when When a new lead is created in WhatConvert
Use this flowUpgrade Contact Information in Squaredup when When a new lead is created in WhatConvert
Use this flowUpdate Current Tenant when When a new lead is created in WhatConvert
Use this flowCreate User in Squaredup when When an existing lead is updated in WhatConvert
Use this flowDelete User in Squaredup when When an existing lead is updated in WhatConvert
Use this flowSupported Triggers & Actions
Everything you can automate between SquaredUp and WhatConvert.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new lead is created
Runs the workflow automatically whenever a new lead is created in the account.
When an existing lead is updated
Runs the workflow automatically whenever any existing lead is updated (does not run when a lead is first created).
Do thisActions
Action is the task that follows automatically within your SquaredUp integrations.
Create User
Create Tenent User.
Delete User
Deleting the User using Email.
Search User
This action search user by email id.
Create Tenant Group
Create a new tenant group with a display name, description.
Delete Tenant Group
Delete an existing tenant group by specifying its unique group ID.
Update Tenant Group
Update the details of an existing tenant group, including its name, description, and associated users.
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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AI will build it for you
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 SquaredUp
SquaredUp provides engineering teams with end-to-end visibility of their business-critical applications, allowing them to monitor and manage the health, performance, and overall status of their systems.
Learn moreSimilar apps
About WhatConvert
Lead tracking and marketing attribution software for agencies and businesses to capture, manage, and report on calls, forms, chats, and other conversions.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SquaredUp and WhatConvert 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 SquaredUp and WhatConvert 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 WhatConvert. No coding required.
Yes. You can set up a workflow where SquaredUp triggers actions in WhatConvert, and a separate workflow where WhatConvert triggers actions in SquaredUp. 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 SquaredUp and WhatConvert. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SquaredUp and WhatConvert integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
