Connect WhatConverts and toflow.ai
Integrate WhatConverts with toflow.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Company in ToFlow.ai when When a new lead is created in WhatConvert
Create Task in ToFlow.ai when When a new lead is created in WhatConvert
Create List in toflow.ai when When a new lead is created in WhatConvert
Update List Details in toflow.ai when When a new lead is created in WhatConvert
Get Lists from toflow.ai when When a new lead is created in WhatConvert
Popular WhatConverts + toflow.ai flows
Start from a real workflow other teams are already running.
Choose a trigger
WhatConverts
When this happens...
When a new lead is created
When an existing lead is updated
Choose an action
toflow.ai
Automatically do this!
Update Company
Create Task
Create List
Update List Details
Get Lists
Delete List
Create Company
List Companies
Delete Company
Create Person
Update Person
Create Note
Find Tasks
Get Person
Update Task Details
Delete Task
Find Notes
List Deals
Create Deal
Delete Deal
Send Email
Get Filtered Emails
Update Deal Fields
Update Company in ToFlow.ai when When a new lead is created in WhatConvert
Use this flowCreate Task in ToFlow.ai when When a new lead is created in WhatConvert
Use this flowCreate List in toflow.ai when When a new lead is created in WhatConvert
Use this flowUpdate List Details in toflow.ai when When a new lead is created in WhatConvert
Use this flowGet Lists from toflow.ai when When a new lead is created in WhatConvert
Use this flowDelete List in toflow.ai when When a new lead is created in WhatConvert
Use this flowCreate Company in Toflow.ai when When a new lead is created in WhatConvert
Use this flowList Companies from toflow.ai when When a new lead is created in WhatConvert
Use this flowDelete Company in Toflow.ai when When a new lead is created in WhatConvert
Use this flowCreate Person in Toflow.ai when When a new lead is created in WhatConvert
Use this flowSupported Triggers & Actions
Everything you can automate between WhatConverts and toflow.ai.
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).
When new tasks are created
Runs the workflow automatically whenever new tasks are created in the account.
When a new company is added
Runs the workflow automatically whenever a new company is added to the account.
When a person is created
Runs the workflow automatically whenever a new person is created in the account.
When a new deal is created
Runs the workflow automatically whenever a new deal is added to the account.
Do thisActions
Action is the task that follows automatically within your WhatConverts 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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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 WhatConverts
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 toflow.ai
AI-native multi-channel outreach platform for B2B sales teams to find leads, enrich contacts, and run personalized campaigns across email, LinkedIn, and WhatsApp with AI.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your WhatConverts and toflow.ai 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 WhatConverts and toflow.ai 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 toflow.ai. No coding required.
Yes. You can set up a workflow where WhatConverts triggers actions in toflow.ai, and a separate workflow where toflow.ai triggers actions in WhatConverts. 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 WhatConverts and toflow.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire WhatConverts and toflow.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
