Connect WhatConvert and Filestage
Integrate WhatConvert with Filestage to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Folder in Filestage when When a new lead is created in WhatConvert
Create Project in Filestage when When a new lead is created in WhatConvert
Archive/Unarchive Project in Filestage when When a new lead is created in WhatConvert
Add Reviewers to Reviewers Group in Filestage when When a new lead is created in WhatConvert
Create Review Comment in Filestage when When a new lead is created in WhatConvert
Popular WhatConvert + Filestage flows
Start from a real workflow other teams are already running.
Choose a trigger
WhatConvert
When this happens...
When a new lead is created
When an existing lead is updated
Choose an action
Filestage
Automatically do this!
Create Folder
Create Project
Archive/Unarchive Project
Add Reviewers to Reviewers Group
Create Review Comment
Get Reviewer Groups by Project
Get Review by ID
Get Project by ID
Get projects
Get folders
Get folder by ID
Get comments by review
Download file version
Get File By ID
Upload a file
Upload a file with a file Object
Find Member By Email
Create Folder in Filestage when When a new lead is created in WhatConvert
Use this flowCreate Project in Filestage when When a new lead is created in WhatConvert
Use this flowArchive/Unarchive Project in Filestage when When a new lead is created in WhatConvert
Use this flowAdd Reviewers to Reviewers Group in Filestage when When a new lead is created in WhatConvert
Use this flowCreate Review Comment in Filestage when When a new lead is created in WhatConvert
Use this flowGet Reviewer Groups by Project in Filestage when When a new lead is created in WhatConvert
Use this flowGet Review by ID from Filestage when When a new lead is created in WhatConvert
Use this flowGet Project by ID in Filestage when When a new lead is created in WhatConvert
Use this flowGet projects in Filestage when When a new lead is created in WhatConvert
Use this flowGet folders in Filestage when When a new lead is created in WhatConvert
Use this flowSupported Triggers & Actions
Everything you can automate between WhatConvert and Filestage.
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).
New Project
Triggers When a new project is created
Project is Archived
Triggers when a project is archived.
Project is Deleted
Triggers when a project is removed.
New File Version Is Uploaded
Triggers when a new version of a file is uploaded.
Do thisActions
Action is the task that follows automatically within your WhatConvert integrations.
Update Lead
Update an existing lead's contact, status, custom fields, or additional details.
List Accounts
List account details, optionally filtered by date range, sorted, and paginated.
Create Lead
Create a lead with contact, conversion attribution, and custom field details.
List Users
Retrieve a paginated list of users, optionally filtered by user type and sort order.
List Leads
List WhatConverts leads using optional filters, pagination, and selected response fields.
List Profiles
List profiles for an account with optional pagination, date range, and sorting.
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 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
About Filestage
Filestage is a collaborative platform designed to streamline the review and approval process for creative projects. It allows teams to share, review, and approve files such as videos, images, and documents in a centralized and organized manner, enhancing productivity and ensuring timely feedback.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your WhatConvert and Filestage 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 WhatConvert and Filestage 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 Filestage. No coding required.
Yes. You can set up a workflow where WhatConvert triggers actions in Filestage, and a separate workflow where Filestage triggers actions in WhatConvert. 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 WhatConvert and Filestage. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire WhatConvert and Filestage integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
