viaSocket allows you to automate tasks by creating workflows that connect your favorite apps with no coding required.
A workflow consists of:
Once set up, workflows automatically run the actions every time the trigger event happens.
Why Should I Build a Workflow?
Building a workflow allows you to automate repetitive tasks, saving time and minimizing manual work.
Whether it's automating simple tasks like sending reminders or more complex processes like managing sales funnels, workflows handle the heavy lifting.
This frees up your time, allowing you to focus on more important tasks and significantly boosting your productivity.
Learn More About:
Workflow Automation in viaSocket:
Understand what workflow automation is, why it matters, and how to use it effectively.How to Build Workflows in viaSocket
You can create workflows by:
Custom-building a Workflow: Use viaSocket’s intuitive editor to build your workflows from scratch.
Using the AI-powered Assistant: viaSocket’s AI assistant helps you set up workflows using natural language.
Utilizing viaSocket Templates: Get started quickly by using pre-built templates that include triggers and actions for various use cases.
Copying Workflow Steps: If you already have workflows set up, you can copy steps from one workflow to another.
Once you’ve set up your workflow, you can customize it further with viaSocket’s built-in tools.
1.Blank Workflow
You can start with a blank workflow to build from scratch using viaSocket’s editor. To begin, hover over the left sidebar menu and click Create a Workflow.
Tip: If you need to leave the workflow editor before completion, your progress will be automatically saved as a draft.
Set Up Your Trigger
The trigger is the event that starts the workflow. For example, the trigger could be "When a new email arrives" or "When a new task is created in your project management app."
Add Actions
Actions are the events that occur once your trigger is activated. For example, when a trigger like "New Email" occurs, the action could be "Send an email to the designated recipient."
Every time a workflow runs, each action it performs counts as a task.
Use Built-In Tools in viaSocket
You can enhance your workflow by adding these built-in tools in viaSocket:
Multiple Paths (If Conditions)
: Branch your workflow into different paths based on specific conditions or decisions.
JS Code: Run custom tasks, logic, or calculations using JavaScript code.
HTTP API Request
: Connect and exchange data with external services through API calls.
Human Intervention
: Pause the workflow until manual approval is given to proceed.
Custom Logic (AI): Ask AI and use its response to drive the next step in the workflow.
Workspace Memory
: Retain data across workflows within the workspace, making it available in any flow.
Delay
: Add a delay to the workflow, allowing for a custom logic-based pause before continuing the rest of the flow.
Comment
: Add notes or explanations to clarify the steps in your workflow.
Webhooks
: Integrate viaSocket with external services by sending or receiving real-time data using webhooks.
2.AI-Powered Workflow Builder
viaSocket's AI assistant helps you create workflows by simply describing them in plain language. This feature is in beta and is being actively developed, offering an intuitive and efficient way to build workflows.
Beta: This feature is available for use but may still undergo changes.
3.viaSocket Templates
viaSocket offers a library of pre-built workflow templates, making it easy to get started. These templates include triggers and actions for common use cases and can be found:
On your dashboard
On the
viaSocket blog
In the
App Library
In the
Template Hub
To use a template, simply click Try it.
Final Step: Publish the flow
Once your workflow is published, viaSocket will automatically run the action steps each time the trigger event occurs. You can monitor your workflows in the Workflow History, where you’ll see detailed logs of the data and events processed by your workflow.
If something goes wrong, you can refer to troubleshooting resources to resolve any issues and keep your workflows running smoothly.
