Full list

Supported Triggers & Actions

Everything you can automate between WhatConvert and Apollo.

When this happensTriggers

A trigger is an event that starts a workflow.

When a new lead is created

When a new lead is created

Runs the workflow automatically whenever a new lead is added to the account.

When a new account is created in Apollo

When a new account is created in Apollo

Runs the workflow automatically whenever a new account is created in Apollo.

When a new contact is created in Apollo

When a new contact is created in Apollo

Runs the workflow automatically whenever a new contact is created in Apollo.

When an existing contact is updated

When an existing contact is updated

Runs the workflow automatically whenever an existing contact is updated.

Request a new Trigger for WhatConvert

Do thisActions

Action is the task that follows automatically within your WhatConvert integrations.

Update Lead

Update Lead

Update an existing lead's contact, status, custom fields, or additional details.

List Accounts

List Accounts

List account details, optionally filtered by date range, sorted, and paginated.

Create Lead

Create Lead

Create a lead with contact, conversion attribution, and custom field details.

List Users

List Users

Retrieve a paginated list of users, optionally filtered by user type and sort order.

Get Leads

Get Leads

Find a specific lead by ID or list WhatConverts leads using filters and pagination.

Get Profiles

Get Profiles

Retrieve profiles for an account, with optional pagination, date-range, and sorting.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

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Video 1

Learn how to automate WhatConvert and Apollo workflows.

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Integrations WhatConvert
WhatConvert + Apollo
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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 more
Integrations Apollo
Apollo + WhatConvert
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About Apollo

Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.

Learn more

Frequently Asked Questions

How do I connect WhatConvert and Apollo?

Sign up for a free viaSocket account, then authorize both your WhatConvert and Apollo 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between WhatConvert and Apollo as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from WhatConvert to Apollo?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Apollo. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where WhatConvert triggers actions in Apollo, and a separate workflow where Apollo triggers actions in WhatConvert. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between WhatConvert and Apollo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire WhatConvert and Apollo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.