Automations

Welcome to viaSocket, your go-to destination for streamlining workflows and automating tasks effortlessly. Today, we're delving into one of our core features: Automation. Think of Automation as the building blocks of your automated processes.

In this post, we'll walk you through what Automation are, how they work, and how to set them up for workflows.

What are Automations?
How Automations work?
Setting up Automations in viaSocket

1. What are Automations?

Automation in viaSocket is the playground for workflow automation, its main purpose is to help users create workflows. They allow you to connect different apps and services, enabling data to flow between them and triggering actions based on specific events or conditions.

📌For instance, let's say you receive a new email in your Gmail inbox containing an attachment. With viaSocket, you can create an Automation that automatically saves that attachment to your preferred cloud storage service, such as Google Drive or Dropbox. This eliminates the need for manual intervention and streamlines your workflow.

Automations in viaSocket are highly customizable, allowing you to tailor automation workflows to fit your unique needs and preferences.

2. How Automations work?

Let's break it down into two simple parts: triggers and actions.

Triggers: The Starting Point

They kick off the entire Automation by responding to a specific event or condition. For example, a trigger could be receiving a new email, a form submission, or a new entry in a spreadsheet. Once the trigger is activated, it sets the Automation in motion.

Actions: Tasks to be executed

Actions are the next steps in Automation. Once the trigger sets things in motion, actions come into play to perform specific tasks or operations. These tasks could be anything from sending an email, creating a calendar event, updating a database, or posting on social media.

Putting It All Together

Imagine you want to automate the process of sending a "thank you" email every time someone signs up for your newsletter. The trigger would be the new subscriber joining your list, and the action would be sending the "thank you" email automatically. Together, these make up an Automation that saves you time and effort.

You can set up multiple actions to be executed sequentially, each performing a specific task or operation. Imagine you want to streamline your customer onboarding process. You can set up an Automation where a trigger, like a new customer sign-up, initiates a series of actions: sending a welcome email, adding their information to your CRM system, and assigning a follow-up task to a team member.

3. Setting up Automation in viaSocket

Let’s set up an Automation to integrate Typeform with Slack such that whenever a new entry is made in Typeform, this connection automatically sends a message to a special Slack channel. This helps everyone stay informed about new business opportunities without having to do it manually.

Step by step guide to create workflow to send Slack channel message for every Typeform entry

Decide where you want to set up your Automation. If you have existing projects, choose one. Otherwise, create a new project.

Click on Create New Automation.

Choose Your Trigger: Look for Typeform in the triggers list, choose "New Entry in typeform" to trigger the Automation when a new deal is created. Select the form you want to automate. Authorize and test it to ensure it works, then click on create.

Select Your Action: Search for Slack in actions, select "Send Message in Channel," pick the channel where you want the message to go. Customize the message content using information from the new deals in Pipedrive. Test it, and click on update to include the action in your workflow.

That's it! Once you've chosen your trigger and action, your Automation is set up and ready to go. You can now click on "Make Live" to publish your Automation and activate it.

Automations are the heart and soul of viaSocket, enabling you to automate tasks, streamline processes, and unlock new levels of efficiency. Whether you're a seasoned pro or just dipping your toes into the world of workflow automation, Automations are your ticket to smoother, more productive operations. So why wait? Dive in and start building your first Automation today!