McatherineQ: I am considering purchasing Surfn AI on AppSumo to implement this complete workflow
Can Surfn integrate with **Stocky SaaS** via API, webhooks, or another integration to query/update products, prices, variants, stock, orders, and statuses in real time?
Can it use Google Drive (PDFs, Excel files, documents, and catalogs) as a knowledge source to answer questions about products, prices, policies, payments?
I need:
1. Handle customers coming from Instagram, Facebook, and WhatsApp and guide them to the WhatsApp CTA.
2. Guide the purchase process and collect data via a form.
3. Receive proof of payment.
4. Hold the order as pending until **manual payment approval**.
5. Automatically send/update the order in Stocky.
6. Receive tracking information and send it to the customer via WhatsApp.
7. Periodically check tracking status and detect delivery.
8. Automatically send a review request via WhatsApp after delivery.
Pali_SurfnAI
Oct 6, 2026A: Hi! Thanks for sharing the workflow in detail.
Today, Surfn doesn’t have a direct Stocky or Google Drive integration yet, but there are a few ways you could use it with your setup now:
- WhatsApp: You can share your Surfn Agent Page link directly in WhatsApp, or add it to a WhatsApp Business greeting/auto-reply so customers can open the agent for questions, qualification, forms, product guidance, and next steps.
- Google Sheets: Surfn has a native Google Sheets integration, so captured leads and responses can sync there in real time and be used with tools like Zapier, Make, or n8n for additional workflows.
- Knowledge sources: You can train your agent on websites, PDFs, documents, text, Q&A, and other supported sources. We don’t currently have a direct Google Drive connection, so Drive files would need to be uploaded to Surfn.
- Product recommendations: Surfn can recommend products, show product images/links, and guide people toward the right option conversationally. That said, it isn’t currently built as a live ecommerce catalog/inventory system for businesses with a large number of frequently changing products, prices, variants, and stock levels.
We’re planning to expand Surfn’s connectivity with API access, webhooks, MCP, additional native integrations, and more functionality. We don’t have a timeline to announce yet, so I don’t want to promise a specific date.
For now, Surfn is strongest on the conversational, lead-generation, qualification, and recommendation side of the workflow, while the deeper Stocky/order/inventory automation would still need to happen through other tools.
Really appreciate you sharing the use case — it’s helpful as we prioritize future integrations.