How viaSocket Works | A Complete Guide

Are you looking to automate your day-to-day tasks and save time for other important stuff? Well, you’re in the right place! Let me introduce you to viaSocket — a powerful platform that connects your favorite apps and takes care of the busy work by automating tasks, so you can focus on what really matters.

Currently, viaSocket offers an extensive range of over  5,000 app integrations, with new integrations being added regularly. This ever-expanding library ensures that you can connect and automate any tool you use, making your workflow smoother and more efficient.

In this blog post, we’re going to discuss what viaSocket is, how it works, and how you can start using it to make your day-to-day a whole lot easier.

What is viaSocket?

 viaSocket is a powerful AI-driven, web-based workflow automation tool that allows users to connect and automate tasks between different web applications.

With viaSocket, you can automate repetitive tasks and integrate different apps with ease—no coding or technical skills required. It acts as a bridge between apps, enabling them to work together by setting up "Workflow" triggered by specific events.

For example, imagine you're running a small online business and want to ensure that every potential customer who reaches out to you through your website receives immediate attention.

With viaSocket, you can set up an automated workflow that triggers when a customer fills out the contact form on your website and performs actions like adding their details to your CRM for follow-up, sending them a thank-you email, and sending a Slack notification.

This way, your CRM stays up to date without any manual effort, and your customers feel valued with instant, personalized responses.

How does viaSocket Work?

Now that you know what viaSocket is, let’s talk about how you can make the most of it. Getting started with viaSocket involves multiple key steps. We’ll guide you through each one, ensuring you understand the process completely.

Step 1: Create Your viaSocket Account

To sign up for an account, simply follow these steps:

1. Go to the viaSocket website https://viasocket.com.

2. Click the “Sign Up” button.

3. Sign up using your Google, Continue with Password, or MSG91 account.

4. After that, you'll be redirected to the viaSocket WorkSpace. You can start creating your first workflow from there.

Step 2: Set Up Your Workflow

To create a Workflow in your viaSocket account, follow these steps:

1. Log in to your https://viasocket.com.

2. Choose an existing Workspace or create a new one based on your needs.

3. You'll be taken to the viaSocket workflow editor. Start by clicking the “New” to choose the integration.

You are done here. In the next step, we'll set up the "Trigger".

Step 3: Set Up Your Trigger

Now, you'll set up the "Trigger" app. This is the app that will initiate the automation.

1. Enter the name of the app you want to use as the trigger in the "Select an App" search box. Then select it from the list.

2. Choose the specific trigger event from the list of available options.

3. Click on the Edit icon where it says "Enter Flow Name". Enter your preferred name for the workflow. Below that, you can add a brief description of your workflow.

4. Connect your account to the trigger app by clicking “Authenticate Now”.

5. Test the trigger by clicking "Test." If you need to make any changes, simply click "Update" to adjust the authentication.

6. Once the test is successful, viaSocket will retrieve data from the connected app to confirm that the trigger is working correctly.

Step 4: Set Up Action Steps

Now, you'll set up the "Action" app. This is the app that will perform an action based on the trigger.

1. Type the app name you want to use as the action in the "Search and Add New Step" section, and select it from the list.

For example, Trello.

2. Choose the specific action event from the list of available options.

3. Connect your account to the action app by clicking “Authenticate Now”.

4. Configure the action by filling in the required fields. To use data from the trigger app, simply click on the field and select the appropriate data from the available options.

5. Test the action by clicking "Test and Save". viaSocket will perform the action using the data from the trigger test. Check the connected app to verify that the action was successfully executed.

6. Once the test is successful, publish your workflow to make it live. Once live, it will run automatically whenever the trigger event occurs.

You can always return to the viaSocket workspace to make changes, discard them, or turn off the workflow as needed.

What Should Be Automated with viaSocket?

With viaSocket, you should automate tasks that are repetitive, time-consuming, and prone to error when done manually. This includes:

1. Data Syncing: Automatically update CRM records or transfer data between apps.
2. Notifications: Set up alerts and reminders for important events.
3. Routine Communications: Automate emails, follow-ups, and reminders.
4. Task Management: Automatically create and assign tasks based on triggers.
5. Reporting: Generate and send reports automatically.
6. Customer Engagement: Automate responses, add contacts to lists, and trigger follow-ups.

Why viaSocket?

If you're still wondering about embracing viaSocket as your automation tool, don’t worry—viaSocket is here to support you every step of the way, ensuring you feel confident in making it your go-to automation solution. Here are some compelling reasons to choose viaSocket for your automation needs:

1. AI-Powered Automation: viaSocket uses advanced AI to enhance your workflows with smart recommendations, automated tasks, and optimized performance. You can even ask AI to build complete workflows or generate code based on your needs, making your automation more efficient and effective.

2. Extensive App Integration: viaSocket offers support for over 5,000 app integrations, giving you the flexibility to connect and automate tasks across a wide range of tools and platforms.

3. Easy-to-Use Interface: viaSocket offers an intuitive, drag-and-drop interface that allows users to create automated workflows between apps—quickly and easily.

4. Integration with Webhooks and Custom APIs: For clients with more advanced needs, viaSocket supports integration with webhooks and custom APIs, allowing them to create custom workflows that interact with almost any app or service, providing greater flexibility and power.

5. Customizable Workflows: You can customize your workflows to fit your specific needs. viaSocket lets you add filters, and other logic to make sure your workflows are as precise as possible, tailoring automation to your unique business processes.

But we don’t stop there. We’re constantly updating viaSocket, adding new apps and features to make sure you always have access to the latest tools and technologies. This commitment to innovation keeps you ahead of the curve in meeting your automation needs.

Frequently Asked Questions (FAQs)