Integrate symphony 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.

How to get started with symphony automations

Automate when something happens in symphony

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

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

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

Trigger

symphony

Action

symphony

Real-world use cases of symphony integrations

See how symphony 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 symphony with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and symphony databases.
  • Integrate symphony with MySQL to automatically sync records, facilitating seamless data exchange between symphony and your SQL databases.

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Frequently Asked Questions

What does 'Symphony automation' mean with viaSocket?

It means linking Symphony to your other business apps and optional AI steps to automate real work — e.g., generate trade confirmations, route onboarding tasks, escalate incidents, and produce compliance reports — with action rules and audit logs.

Is data secure and compliant when automations touch Symphony messages?

Yes. Workflows respect Symphony's security model: connections are secured, access is controlled, and viaSocket can keep immutable logs and optional redaction steps so messages and attachments meet audit and retention policies.

Can viaSocket use AI to summarize Symphony conversations or extract fields?

Yes. You can add optional AI steps to summarize chats, extract key fields (counterparty, amounts, deadlines), classify intent, or redact PII before passing data to downstream systems — improving speed and reducing manual review.

How quickly can I set up a Symphony automation?

Typical business workflows (e.g., routing leads, basic confirmations, escalations) can be configured in days. More complex integrations (trade systems, multi-step compliance checks) follow a short discovery and phased delivery to minimize disruption.

Which systems can I connect to Symphony through viaSocket?

Common targets include CRMs, trading/settlement platforms, ticketing systems, document stores, and reporting tools. viaSocket links Symphony to the apps you already use so data flows without manual handoffs.

symphony

About symphony

Symphony is a communications platform that securely connects markets and individuals, promoting collaboration and increasing productivity while maintaining organizational compliance.

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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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