viaSocket is an AI-powered workflow automation tool designed to simplify and enhance the way you manage tasks and integrate apps. With the capability to connect over 5000 applications, viaSocket streamlines complex processes and boosts productivity through seamless automation.

Projects

In viaSocket, projects are defined tasks or initiatives created within a workspace. This allows you to handle multiple related tasks under one workspace. Projects facilitate the management of flows and interfaces, ensuring efficient task organization.

User Management  

viaSocket provides robust team collaboration features, enabling seamless communication and coordination among team members within your workflows. These features help streamline processes, improve productivity, and ensure that everyone is aligned and informed.

Trigger Your Workflows

viaSocket offers multiple methods for triggering workflows, including:

• Webhooks: Users can set up webhooks to automatically trigger workflows based on events happening in external systems or applications. For example, a webhook could be set up to trigger a workflow whenever a new lead is added to a CRM system.

• App Integrations: viaSocket seamlessly integrates with popular apps and services, allowing users to trigger workflows based on actions within these applications. For instance, users can set up workflows to send automated emails when new entries are added to a Google Sheets spreadsheet.

• Cron: Users can schedule workflows to run at specific times or intervals using cron expressions. This enables users to automate tasks that need to be performed on a recurring basis, such as generating monthly reports or updating databases.

• Email to Flow: viaSocket supports triggering workflows via email, allowing users to automate tasks by sending emails to a designated address. For example, users can set up workflows to create support tickets in a helpdesk system automatically when customers send emails to a specific email address.

Built-in Tools

viaSocket provides a range of built-in tools to enhance workflow automation, including:

• Custom Variables: Users can define custom variables to store data and values that can be used within workflows. For example, users can create variables to store customer information or product details.

• Custom JavaScript Functions: viaSocket allows users to write custom JavaScript functions to perform complex logic or manipulate data within workflows. This enables users to customize their automation workflows according to their specific requirements.

• API Integration: viaSocket offers an API for seamless integration with external systems and services, allowing users to extend the platform's functionality and integrate with custom applications or proprietary systems.

• If Conditional: Users can use conditional statements (e.g., if-else statements) within workflows to execute different actions based on specified conditions. This enables users to create dynamic and flexible automation workflows that respond to changing circumstances.

• Comments: Users can add comments within workflows to document their logic and provide context for other users. This helps improve collaboration and understanding, especially in complex workflows involving multiple users or teams.

• JSON Storage: viaSocket provides built-in JSON storage for storing and retrieving structured data within workflows. This allows users to store and manipulate data in a flexible and efficient manner, facilitating seamless integration with external systems and services.

Embed

Embedding viaSocket into your application provides seamless automation features, enhancing productivity and extending functionality. With integrations across thousands of apps and services, users can automate workflows without leaving your platform. Customize the embedded interface to align with your branding, offering a cohesive and integrated user experience.

Automation Experts

Automation Experts in viaSocket are specialized agencies/freelancers with extensive knowledge of workflow automation. They design, implement, and optimize complex workflows, helping businesses fully leverage viaSocket's capabilities. By collaborating with these professionals, users can streamline processes, enhance productivity, and achieve optimal automation performance with personalized support and tailored solutions to meet their unique needs.

Ask AI

Ask AI in ViaSocket uses advanced artificial intelligence to enhance your automation workflows. It provides smart recommendations, automates complex tasks, and optimizes performance, making your workflows more efficient and productive. For example, users can even ask the AI to build complete workflows based on their statements, or generate the code based on the requirement. Ask AI enables users to harness the power of AI to enhance automation workflows and improve decision-making processes.

Invocations

In viaSocket, each action counts as one invocation, while the initial trigger does not. Understanding and managing invocations is essential for optimizing resource use, controlling costs, and ensuring efficient workflow performance within your plan’s limits.

For example, if a lead submits a contact form, and ViaSocket adds the lead's details to your CRM and sends a Slack notification, it consumes two invocations.

Metrics

Metrics in viaSocket provide crucial data on workflow performance, tracking execution time, status, invocation count, error rates, and resource utilization. These insights help optimize efficiency, manage costs, improve reliability, and support scalability. By monitoring these metrics, you can make data-driven decisions to enhance and streamline your automation processes.

Notifications

​viaSocket allows users to select the apps through which they want to receive notifications about their workflows. This ensures that you stay informed about critical events such as failed steps, issues, and alerts, enabling you to take timely action and maintain smooth operations.

Step by step guide on getting started with viaSocket:

Whether you're looking to automate routine tasks, streamline complex operations, or integrate disparate systems, viaSocket provides the tools and flexibility to achieve your goals efficiently and effectively.

By combining AI with powerful integration capabilities, viaSocket empowers businesses to enhance efficiency, reduce manual effort, and focus on what truly matters: growing and innovating.

A workflow is an automated flow of processes that you wish your apps to perform on their own so that you don’t have to switch between different apps and do manual data entry.

📌 For Example, when a customer submits a contact form on your website, their details are automatically added to your CRM for follow-up. They also receive a prompt thank-you email, enhancing your customer engagement process

To create a flow in viaSocket, you have to go through these basic steps:

1. Choose your Trigger

2. Set up your Action(s) steps 

3. Map data

4. Make Live or Publish

1. Choose your Trigger

The first step in creating a flow with viaSocket is to choose a trigger. A trigger is an event that sets your automation in motion. It could be anything from receiving an email to a new entry in a spreadsheet or a new follower on social media. 

Triggers in viaSocket are of two types:

1. Instant Triggers

2. Polling Triggers

Let's walk through the steps of creating a flow in viaSocket using an example of integrating Notion and Slack.

Imagine you're a project manager using Notion to organize tasks and track project progress. Your trigger could be "New Database Item Created" in Notion. This trigger will initiate the automation process whenever a new item is added to a database, indicating a new task or project milestone.

Trigger: "New Database Item Created" in Notion.

2. Set up Action(s) steps 

Once you've chosen your trigger, it's time to set up the action steps that you want viaSocket to perform in response to that trigger. Actions can range from sending an email, creating a task in your project management tool, updating a spreadsheet, or even posting on social media. 

You can choose from a vast library of viaSocket to integrate any application that you want.

You can add multiple action steps to a single flow, allowing for complex automation sequences. Additionally, you can also incorporate conditions to ensure that certain actions are performed only when specified criterias are met.

Continuing with our example, next step would be to define the action step you want viaSocket to perform in response to the trigger. In this scenario, your action step might be "Send Message to Slack Channel." This action will automatically notify your team in a designated Slack channel whenever a new item is created in the Notion database, ensuring everyone stays updated on project developments.

Action Step: "Send Message to Slack Channel."

3. Map data

Mapping data involves defining how information flows from one application to another in your automation. You'll need to specify which data from the trigger event should be used in your action step.

viaSocket uses chips to map data in workflows. Once you integrate an app with viaSocket, it stores the incoming data from those apps in these chips.

Let’s see it in our example, how to map relevant data from Notion to Slack, such as the title of the new database item and any associated details or deadlines. This mapping ensures that the message sent to the Slack channel provides clear information about the new task or milestone, enabling team members to take appropriate action.

Data Mapping: Map item details such as title and deadlines from Notion to Slack.

4. Make Live or Publish

The final step is to publish your workflow by clicking on Make Live. By publishing the flow, you enable it to run automatically whenever the trigger conditions are met, initiating the defined actions without requiring manual intervention. This ensures that your workflow operates seamlessly and efficiently, saving you time and effort in executing repetitive tasks.

Once you've configured your trigger, action step, and data mapping, make your automation live. Activate the automation within viaSocket to start monitoring your Notion database for new item creations. Whenever a new item is created, viaSocket will automatically send a message to the designated Slack channel, keeping your team informed and aligned on project updates.

Make Live: Activate the automation to notify your team in Slack whenever a new item is created in the Notion database.

By automating this process, you can streamline task management workflows, improve communication among team members, and ensure timely completion of projects.

viaSocket offers a user-friendly interface and powerful automation capabilities to help you streamline your workflow and boost productivity. Whether you're automating customer communications, data entry, or task management, viaSocket makes it easy to create customized workflows tailored to your specific needs.

At viaSocket, we are committed to democratizing access to workflow automation tools. We understand that developers and businesses worldwide, especially those in developing nations, may face unique challenges in adopting premium solutions. That's why we are proud to offer a special discount of up to 80% for individuals hailing from developing nations.

Who Qualifies for the Discount?

We recognize several developing nations where this discount applies. Here's the list of countries eligible for the discount:

• https://en.wikipedia.org/wiki/Developing_country

Our Commitment

At viaSocket, we believe in leveling the playing field and empowering developers from all corners of the globe. With our pricing parity initiative, we aim to make our platform accessible to everyone, regardless of their geographic location or economic background.

Join us in revolutionizing workflow automation while embracing diversity and inclusivity.

For any inquiries or assistance regarding the pricing parity discount, feel free to reach out to our support team at support@viasocket.com.

Thank you for choosing Viasocket.

Automation experts and agencies bring a wealth of knowledge and experience to the table. They understand various automation tools, best practices, and potential pitfalls. This expertise allows them to design and implement efficient automation workflows tailored to your specific needs

These professionals can customize automations to fit your unique requirements. Whether you're a small business, a large enterprise, or an individual user, they can create solutions that streamline your processes and save you time.

viaSocket 100% Credits Program

Our 100% Credits Program offers you an incentive by reimbursing the amount you spend on expert services with viaSocket credits, up to a limit of $500. When you hire and pay an expert through viaSocket, you will receive an equivalent amount in viaSocket credits. These credits can be used to perform various actions within viaSocket, such as executing workflows or integrating different tools. This encourages you to continue leveraging expert help without additional cost, promoting ongoing engagement with experts.

To ensure the smooth operation of the 100% Credits Program, experts must submit invoices and transaction details for the services they have provided. This allows us to verify the transactions and grant you your viaSocket credits accordingly.

Benefits for You

• Cost-Effective Expert Services: The credits program allows you to hire experts without worrying about additional costs. The amount you spend on expert services is reimbursed in viaSocket credits, up to a limit of $500.

• Extended Capabilities: Use the credits you earn to perform various actions within viaSocket, such as executing workflows and integrating different tools, enhancing the functionality and efficiency of your operations.

• Budget Optimization: The program helps you optimize your budget by effectively giving you back what you spend on expert services in the form of credits, allowing you to maximize the value you get from using viaSocket.

• Automation Experts excel at integrating different apps and platforms to create seamless workflows. And they offer troubleshooting assistance and ongoing support to ensure that your automations continue to run smoothly.

Whether you prefer custom solutions tailored to your specific needs or user-friendly no-code platforms, these professionals can empower you to automate repetitive tasks, streamline workflows, and achieve your business goals.

1. Consultation and Strategy

2. Setting up Integrations

3. Customization and Optimization

4. Troubleshooting and Support

5. Ongoing Support

1. Consultation and Strategy

viaSocket experts offer consultation services to understand your business needs and workflow requirements. They take the time to sit down with you and really understand your business.

During the consultation phase, viaSocket experts try to get a clear picture of how your business operates and where there may be opportunities for automation to improve efficiency.

Once they have a good understanding of your business and workflow requirements, they can start to brainstorm potential automation solutions. They'll work with you to develop a strategy that aligns with your goals and budget.

2. Setting up Integrations

Imagine you run a marketing agency, and you use various tools like social media management platforms, email marketing software, customer relationship management (CRM) systems, and project management tools. Each of these tools serves a specific purpose, but they operate independently, which can lead to inefficiencies and manual work.

This is where viaSocket experts come in. They have the expertise to seamlessly connect these disparate tools and create automated workflows that streamline your operations.

• Understanding Your App Ecosystem: They can help you assess your current app ecosystem. They'll identify all the tools you use and understand how data flows between them.

• Identifying Integration Points: They can help you pinpoint integration points between your apps. These are areas where data needs to be exchanged or actions need to be triggered.

• Building Integration Workflows: Using viaSocket, experts will set up integration workflows to automate these processes. They'll configure triggers and actions within viaSocket to ensure that data is synced accurately and in real-time.

Whether you're integrating two apps or thousands, viaSocket experts have the skills and knowledge to make it happen seamlessly.

3. Customization and Optimization

Experts can develop custom workflows with viaSocket’s advanced low-code features to meet specific requirements. They'll work closely with you to identify the tasks and processes you want to automate, as well as any unique requirements or constraints.

Utilizing Low-Code Features: viaSocket offers advanced low-code features that allow experts to build custom workflows without extensive coding. These features include Variable customization, JS Functions, custom webhooks and APIs, etc. Using these tools, experts can quickly assemble complex workflows by connecting different actions and triggers.

Adding Logic and Conditions: In many cases, custom workflows require logic and conditions to handle different scenarios. viaSocket experts can incorporate viaSocket’s Conditionals into the workflows to ensure they behave intelligently.

Once the custom workflow is finalized and tested, viaSocket experts will deploy it into your production environment. They'll integrate it seamlessly with your existing systems and processes, ensuring minimal disruption to your operations.

4. Troubleshooting and Optimization

viaSocket experts excel not only in setting up automations but also in troubleshooting problems and optimizing workflows to ensure they run smoothly and efficiently. When issues arise, these experts leverage their expertise to identify the root cause and implement effective solutions. They analyze the workflow to pinpoint any bottlenecks or areas of inefficiency that may be hindering its performance.

Moreover, viaSocket experts are proactive in suggesting improvements to enhance the efficiency and effectiveness of your workflows. This may involve streamlining processes, optimizing configurations, or incorporating new features or functionalities offered by viaSocket.

Through continuous monitoring and optimization, viaSocket experts ensure that your automation workflows evolve to meet the changing needs of your business.

5. Ongoing Support

viaSocket experts stand by you not only during the initial implementation phase but also provide unwavering support throughout the entire lifecycle of your automation workflows. Whether you have questions, encounter issues, or seek guidance during maintenance, these experts are just a call or message away, ready to assist you.

They provide ongoing training and resources to empower you and your team to make the most out of viaSocket's capabilities.

In essence, viaSocket experts serve as trusted partners in your automation journey, providing the support and guidance you need to maximize the value of your investment in automation technology. Whether you're implementing new workflows, maintaining existing ones, or scaling up your automation initiatives, these experts are committed to ensuring your success every step of the way.

In viaSocket, invocations are counted based on the number of actions performed by your workflows after they are triggered. 

When a workflow is triggered by an event, such as receiving a new email or a new form submission, this initial trigger event does not count as invocation. It simply starts the workflow.

After a workflow is triggered, it performs one or more actions based on your workflow design. Each action performed by the workflow counts as an invocation.

It's essential to monitor your task usage to ensure you're staying within your plan's limits and to optimize your workflows for efficiency to avoid unnecessary task consumption.

Automation for Positive Change 

Features

In-built Tools

Unique Features

FAQs

Q. How are invocations counted in viaSocket?

Invocations in viaSocket refer to the execution of individual actions within automation workflows. Each time an action step is triggered and performed, it counts as one invocation. Triggers, which initiate the workflow, are not counted as invocations.

Q. Can I customize my plan to fit my specific needs?

viaSocket offers flexible pricing options and additional features that can be tailored to your requirements. Reach out to our support team to discuss custom plans or specific feature requests.

Q. How can I track my invocation usage and monitor my plan limits?

viaSocket provides access to dashboard and monitoring tools where users can track invocation usage, view plan limits, and monitor overall account activity. These tools help users stay informed about their plan usage and make informed decisions.

Q. Can I switch between plans or cancel my subscription at any time?

Yes, viaSocket offers flexibility for users to switch between plans or cancel their subscription at any time. Users can easily manage their subscription preferences through the viaSocket dashboard or by contacting support.

Q. Is there a trial period available for viaSocket plans?

Yes, viaSocket provides a 1-month free trial on all plans. This gives you the opportunity to fully explore our platform's features and integrations, allowing you to see firsthand how viaSocket can enhance your workflow automation without any commitment.

Q. How are Invocations Counted in Interface and Table?

Each submission received through the Interface on your flow or table counts as one invocation. Similarly, every API hit on the Table is counted as one invocation.

Q. Is the Plan All-Inclusive?

80% Discount for Developing Countries.

In line with our commitment to inclusivity and global reach, we are proud to offer an 80% discount on all our plans to users from developing countries. This substantial discount is part of our effort to support and encourage the growth of businesses and individuals in these regions. We recognize the challenges faced by customers in developing countries, and we hope that this initiative will help bridge the digital divide, enabling more people to leverage the power of our workflow automation tools.

At viaSocket, we understand the importance of supporting startups in their journey towards success. We are committed to empowering emerging businesses with the tools they need to thrive in today's competitive landscape. That's why we offer special incentives tailored specifically for startups.

  

As part of our dedication to nurturing startup ecosystems, we are pleased to offer a generous 6-month free plan for all qualifying startups. Whether you're just starting out or looking to scale your operations, viaSocket is here to support you every step of the way.

Recognizing the invaluable support provided by incubators and accelerators, we extend our offering to startups that are backed or supported by these organizations. Eligible startups will receive an extended 1-year free plan on viaSocket, enabling them to focus on innovation without the burden of subscription fees.

If you are a startup looking to take advantage of our special offerings, simply follow these steps:

1. Ensure that your startup meets the criteria for the respective free plan (6 months for all startups, 1 year for incubator and accelerator-backed startups).
   
   

2. For accessing this benefit you just need to update the form while creating the account on viaSocket.

At viaSocket, we believe in the power of startups to drive innovation and change the world. By providing access to essential workflow automation tools, we aim to empower startups to focus on what matters most – building great products and scaling their businesses.

Join us in shaping the future of entrepreneurship and unleashing the potential of startups worldwide.

For any inquiries or assistance regarding our startup policy, feel free to reach out to our support team at support@viasocket.com.

Thank you for choosing viaSocket.

Introduction

This Service Level Agreement (SLA) defines the service levels, support commitments, and compensation policies between viaSocket ("Service Provider") and its customers ("Customers"). This agreement aims to ensure the highest level of service performance and reliability for viaSocket's workflow automation services.

Service Commitment

viaSocket is committed to providing a reliable and efficient workflow automation platform. Our commitment includes:

• High availability of the service

• Timely response to support requests

• Transparency in communication regarding service issues

Service Availability

Uptime Guarantee

viaSocket guarantees an uptime of 99.9% per calendar month. Uptime refers to the time during which viaSocket's core services (API, integrations, workflow execution) are operational and accessible.

Uptime Calculation

• Uptime Percentage: ((Total Minutes in a Month - Downtime) / Total Minutes in a Month) * 100

• Downtime: The total accumulated minutes during which viaSocket's services are inaccessible, excluding scheduled maintenance.

Scheduled Maintenance

Scheduled maintenance activities, required for updates and improvements, will be performed during non-peak hours. Customers will be notified at least 48 hours in advance.

Unscheduled Maintenance

In the event of emergency maintenance, viaSocket will make every effort to inform customers as soon as possible through email notifications and platform announcements.

Support and Response Times

viaSocket provides comprehensive support to address any issues that may arise. Our support response times are based on the severity of the issue reported:

• Critical Issues: Response within 1 hour

  • Definition: Service is completely unavailable or critically impacting business operations.

• High Issues: Response within 4 hours

  • Definition: Major functionality is severely impaired, but the service remains operational.

• Medium Issues: Response within 24 hours

  • Definition: Partial impairment of service with workarounds available.

• Low Issues: Response within 48 hours

  • Definition: Minor issues, general inquiries, or feature requests.

Support Channels

• Email: support@viasocket.com

• Phone: +918889578616

Performance Metrics

viaSocket will monitor and report on the following performance metrics:

• Workflow Execution Time: Average time taken to execute a workflow from trigger to completion.

• API Response Time: Average response time for API requests.

• Error Rate: Percentage of failed workflow executions or API requests.

These metrics will be reviewed monthly to ensure optimal performance.

Service Credits

If viaSocket fails to meet the uptime guarantee, customers may be eligible for service credits. Service credits are calculated based on the monthly subscription fee and the amount of downtime.

Uptime-Based Service Credits

• 99.0% - 99.9% Uptime: 10% service credit

• 95.0% - 98.9% Uptime: 25% service credit

• < 95.0% Uptime: 50% service credit

Claim Process

To claim service credits, customers must submit a request to support@viasocket.com within 30 days of the end of the month in which the SLA breach occurred. The request must include:

• Customer account details

• Dates and times of the service unavailability

• Description of the impact on business operations

Exclusions

This SLA does not cover performance issues or service unavailability caused by:

• Factors outside of viaSocket's reasonable control (e.g., natural disasters, network failures)

• Customer's hardware, software, or third-party services

• Actions or inactions of the customer or any third party

• Scheduled maintenance with prior notification

Monitoring and Reporting

viaSocket will provide customers with access to a dashboard that monitors real-time performance metrics and historical uptime data. Monthly reports will be available upon request.

Termination and Amendments

This SLA remains in effect for the duration of the customer's subscription. viaSocket reserves the right to amend this SLA. Any changes will be communicated at least 30 days in advance through email and our platform.

Contact Information 

For any inquiries or issues regarding this SLA, please contact viaSocket Support:

• Email: support@viasocket.com

• Phone: +918889578616

We’re thrilled to invite you to join an exclusive group of beta testers for viaSocket, a powerful integration platform designed to seamlessly connect thousands of apps. As a valued participant, your insights will play a crucial role in refining the platform, and in return, you’ll enjoy extended free access.

What You’ll Receive

• 1 Year of Free Access: Sign up with the promo code BetaTester365, and enjoy free access to viaSocket for a full year. This will allow you to explore, test, and integrate a wide range of apps without limitations.
• Security Bug Rewards: While we are unable to promise specific amounts at this time, as a startup, we will make every effort to compensate for any security bugs you report. This compensation will depend on our current capacity, but we genuinely appreciate your contributions and will do what we can.

To ensure the success of this program, we ask that you actively engage by providing meaningful suggestions, bug reports, or feature requests. If no useful feedback is shared within the first 3 months, your free subscription will be discontinued.

How to Get Started

1. Activate Your Access: Use the promo code BetaTester365 to activate for free access.
2. Test the Platform: Explore the platform’s features, integrations, and tools.
3. Submit Your Feedback: Report bugs or suggestions by emailing us at support@viasocket.com. For security bug reports, we’ll aim to reward your efforts based on what’s possible at this stage of our journey.

We’re excited about the opportunity to work together and believe your feedback will help shape viaSocket into a superior product. We look forward to your participation!

Best regards,   
viaSocket Team

Welcome to the viaSocket Support! We're here to help you get the most out of viaSocket, whether you're a new user or an experienced expert. Below, you'll find all the information you need to get support and assistance with our platform.

How Can We Help You?

General Support

If you have any questions or need assistance with viaSocket, please don't hesitate to reach out to our support team. We're here to help with any issues you may encounter, from setting up your workflows to troubleshooting any problems.

Support Email: support@viasocket.com

Plugin-Related Inquiries

For questions or details about viaSocket plugins, including installation, configuration, and usage, please contact our dedicated plugin support team. We're here to ensure you can seamlessly integrate viaSocket with your favorite apps and tools.

Plugin Support Email: plugs@viasocket.com

FAQs

Check out our Frequently Asked Questions (FAQs) for quick answers to common questions.

viaSocket FAQs

Thank you for choosing viaSocket! We're committed to providing you with the best possible experience. If you have any feedback or suggestions, please let us know. Your input helps us improve and serve you better.