QuickStart

What is viaSocket?

viaSocket is a powerful AI automation platform that allows you to connect various applications and services to automate workflows and tasks. With viaSocket, you can automate tasks just like a developer, all without any coding expertise.

What can I do using viaSocket?

With viaSocket, you can automate a wide range of tasks to improve your business operations, including:

• Notifying the sales team when a customer shows interest.

• Sending a welcome email to new employees before they join.

• Adding qualified prospects to your CRM.

• Reminding team members of upcoming meetings or deadlines.

• Scheduling social media posts based on a content calendar.

viaSocket also handles complex processes, such as:

• Automating employee onboarding, including IT accounts and access cards.

• Managing customer support by creating tickets and using AI to categorize them.

• Processing invoices automatically after orders are fulfilled.

While you focus on growing your business, viaSocket takes care of repetitive tasks in the background.

Key Problems Solved by viaSocket

1. Manual Data Entry: Automates data transfer between apps, reducing errors and time spent on manual tasks.

2. Disconnected Systems: Connects over 5,000 apps to integrate tools that don’t natively work together.

3. Repetitive Tasks: Automates routine tasks like follow-up emails and report generation, freeing up time.

4. Customization: Allows users to create custom workflows tailored to their needs, without coding.

5. Complex Automation: Provides a no-code platform, making automation accessible to non-technical users.

6. Slow Response Times: Speeds up workflows by automating task handoffs and communication.

7. Scalability: Helps businesses scale automation processes efficiently as they grow.

How does viaSocket work?

viaSocket works on two basic principles: "When" and "Do." When something happens in one app, it triggers an action to be performed in another app. Even the most complex automation can be broken down into this simple command.

Behind the Scene :

APIs work behind the scenes to connect services and applications, allowing tasks to be performed between them.

The best way to understand viaSocket is by diving in and trying it yourself! This guide will walk you through creating your first automated workflow: the Automatic Lead Follow-up Email Workflow.

By the end, you'll have a solid understanding of viaSocket's core features and be ready to create your own custom workflows with ease.

What You'll Build

You’ll create a system to send a follow-up email whenever someone fills out the lead form via Typeform. The scenario will:

• Monitor a Typeform submissions for new leads.

• Send follow-up personalized mail.

What You'll Need

• A viaSocket account (Sign up here)

• A Typeform account (Create one here)

• A Gmail Account (Create one here)

All of these accounts are free to create. Although this guide uses Typeform and Gmail, you can adapt the steps to work with your preferred apps.