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Connect WhatConvert and Instantly

Integrate WhatConvert with Instantly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between WhatConvert and Instantly.

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead in Campaign

New Lead in Campaign

Triggered when a new lead is created in a specific campaign.

New Email Received

New Email Received

Triggered when a new email is received in a specific campaign.

New Email Sent

New Email Sent

Triggered when a new email is sent.

Lead Unsubscribed

Lead Unsubscribed

Triggered when a specific lead is unsubscribed.

Campaign Completed

Campaign Completed

Triggered when a specific campaign is completed.

Lead Marked as not interested

Lead Marked as not interested

Triggered when a Lead is marked as not interested.

Do thisActions

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

List Accounts

List Accounts

List account details with optional pagination, date range, and ordering.

List Users

List Users

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

Find Leads

Find Leads

List WhatConverts leads using optional filters, pagination, and selected response fields.

Create Lead

Create Lead

Create a lead in a list or campaign.

Create Lead List

Create Lead List

Create an existing lead list.

Test account vitals

Test account vitals

Test account vitals.

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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Integrations WhatConvert
WhatConvert + Instantly
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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.

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Integrations Instantly
Instantly + WhatConvert
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About Instantly

Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.

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Frequently Asked Questions

How do I connect WhatConvert and Instantly?

Sign up for a free viaSocket account, then authorize both your WhatConvert and Instantly 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 Instantly 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 Instantly?

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

Can the integration run in both directions?

Yes. You can set up a workflow where WhatConvert triggers actions in Instantly, and a separate workflow where Instantly 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 Instantly. 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 Instantly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.