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Automate when something happens in thankview
Login -> Create new flow -> Select trigger -> Search thankview -> Choose the trigger from the list
Take action in thankview when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search thankview -> Choose the action from the list
Trigger
Action
See how thankview integrates with popular apps to automate tasks and streamline your workflow.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
viaSocket connects ThankView to your CRM, payment processor, and event tools. Triggers (like a donation, event registration, or donor engagement) start automated flows that send personalized ThankView videos, update records, and create follow-up tasks — all without manual steps.
Common triggers include donations (Stripe, PayPal, fundraising platforms), CRM updates (Blackbaud, Raiser’s Edge, Salesforce), and event registrations. viaSocket listens for those events and then sends tailored ThankView emails or texts and syncs engagement back to your systems.
Yes. Use donor fields (name, gift amount, campaign, ticket type) to populate video templates and routing rules. viaSocket automates which template is sent and when, so messaging matches donor value and history without manual edits.
Yes. viaSocket can add optional AI steps—like transcribing video replies, extracting sentiment or keywords, summarizing donor messages, and scoring leads—so your team gets concise insights and automatic CRM updates from video interactions.
Most organizations set up basic ThankView automations in hours to a few days. viaSocket is designed for non-technical users with prebuilt connectors and templates; developers are optional for advanced custom logic.
ThankView is a donor management platform for creating and sharing personalized videos through email and text.
Learn MoreviaSocket 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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