Connect WhatConvert and Heartbeat
Integrate WhatConvert with Heartbeat to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Accounts from WhatConvert when New User in Heartbeat
Invite Users to Heartbeat when When a new lead is created in WhatConvert
List Accounts from WhatConvert when On group join in Heartbeat
List Accounts from WhatConvert when New Event Rsvp for a new event RSVP in Heartbeat
Add user to group in Heartbeat when When a new lead is created in WhatConvert
Popular WhatConvert + Heartbeat 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
Heartbeat
Automatically do this!
Add user to group
Create a Group
Remove User from Group
Find User
Create a Channel
Create a Thread
Create a Comment
Create a Event
Deactivate User
Invite Users
Send Direct Message
Create User
List users
Get User
Get Notification
List Channel Categories
List Channels
Get Channel Thread
Get Thread
List Events
List Invitations
List Roles
List Groups
List Accounts from WhatConvert when New User in Heartbeat
Use this flowInvite Users to Heartbeat when When a new lead is created in WhatConvert
Use this flowList Accounts from WhatConvert when On group join in Heartbeat
Use this flowList Accounts from WhatConvert when New Event Rsvp for a new event RSVP in Heartbeat
Use this flowAdd user to group in Heartbeat when When a new lead is created in WhatConvert
Use this flowList Accounts from WhatConvert when New Thread in Heartbeat
Use this flowList Leads from WhatConvert when On group join in Heartbeat
Use this flowList Profiles from WhatConvert when New Event Rsvp for a new event RSVP in Heartbeat
Use this flowCreate a Group in Heartbeat when When a new lead is created in WhatConvert
Use this flowRemove User from Group in Heartbeat when When a new lead is created in WhatConvert
Use this flowSupported Triggers & Actions
Everything you can automate between WhatConvert and Heartbeat.
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 Event
Triggers when new events are created.
New Thread
Triggers when the new thread is created.
On group join
Triggers when a user joins a group
New User
Triggers when a new user joins your community through an invitation link.
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 Heartbeat
Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your WhatConvert and Heartbeat 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 Heartbeat 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 Heartbeat. No coding required.
Yes. You can set up a workflow where WhatConvert triggers actions in Heartbeat, and a separate workflow where Heartbeat 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 Heartbeat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire WhatConvert and Heartbeat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
