Integrate tapni 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.

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How to get started with tapni automations

Automate when something happens in tapni

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

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

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

Trigger

tapni

Action

tapni

Real-world use cases of tapni integrations

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

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Frequently Asked Questions

What can I automate between Tapni and my CRM?

You can auto-create and update contacts from Tapni shares, add tags or custom fields (source, event), assign owners, and log activities. That lets reps follow up immediately with full context.

How does viaSocket use AI to enhance Tapni automations?

viaSocket can enrich and summarize Tapni contact details, score leads based on profile and intent, and draft suggested follow-up messages. AI helps prioritize contacts and speeds up personalized outreach.

Which apps can I connect to Tapni through viaSocket?

Connect Tapni to CRMs (HubSpot, Salesforce, Pipedrive), email and SMS tools (Gmail, SendGrid), calendar and scheduling (Google Calendar, Calendly), and team tools (Slack). Use combinations to build end-to-end workflows.

How do I set up a Tapni automation with viaSocket?

Quick steps: 1) Connect your Tapni account, 2) choose a trigger (contact shared), 3) map contact fields to your destination app, 4) add actions (create CRM contact, send follow-up, schedule meeting), 5) test and activate. No coding required.

Is my Tapni contact data secure when using viaSocket?

Yes. viaSocket transmits data over encrypted channels, gives you control over which fields are shared, and supports typical enterprise access controls so only authorized workflows run on your data.

tapni

About tapni

Discover the future of networking with Tapni. Share your Social media, Business and Contact Information in a smart, contactless, and sustainable way with a Next-generation digital Business Card.

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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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