A workspace in viaSocket is where you organize and manage all your workflows, app connections, and folders. You can also

invite your team members

Step-by-Step Guide to Create a Workspace in viaSocket

1. Log in to viaSocket, and you'll be redirected to

   flow.viasocket.com/org

   .

2. In the top right corner, click on "Create New Workspace."

   

3. Enter the appropriate details: workspace name, time zone, industry, number of employees, and domain. Then, click on "Create."

   

4. Your workspace has been created successfully.

Workspace Settings

After creating your workspace, you can change the details and configuration of your workspace at any time by using the Workspace Settings.

Here’s the step-by-step guide:

1. Select your desired workspace.

2. Click on the toggle arrow next to your workspace name.

   

3. You will see the option for "Workspace Settings."

4. Click on "Edit." The side panel will open, allowing you to make the appropriate changes as per your requirements.

   

5. Click on "Save."

You can switch to a different workspace at any time by clicking on "Switch Workspace."

Note : You can not delete your workspace once created

You can add team members to collaborate, contribute, and access analytics data within your workspace.

How to Invite Team Members to Your viaSocket Workspace

To add team members to your workspace, follow these steps:

1. Login into the

   viaSocket

2. Choose your workspace

3. Inside the panel, click on the toggle arrow next to the workspace name

   

4. Click on “Members”

   

5. Click on “Invite Members”

   

6. Enter the email address of the team member that you want to invite

   

7. Click on “Send Invite”

Once you click Send Invite, an email invitation will be sent to the invitee, requesting their acceptance. If the invitee does not already have a viaSocket account associated with the invited email, they will need to create an account first. Upon accepting the invitation, they will gain access to the workspace.

And at any time , you can remove the members from your workspace just by simply clicking on the “Remove Member”.

Need help?

Tell us about your problem

and we’ll connect you with the right resource or contact support.

You can use the AI to help you create and edit a workflow. Describe the workflow you want, and AI will create a basic outline of a trigger and one or more actions, then help you configure, test, and refine each step.

Let’s begin

1. Inside your workspace > Home, you'll see the option "Find automation ideas with AI."

   

   
   

2. Alternatively, in a new flow, you can describe your desired workflow in the AI prompt box at the bottom of the workflow editor.

   

   
   

3. After providing the prompt, AI will work on the flow and give you a result in the form of a trigger and actions.
   
   

4. If the flow generated by AI meets your requirements, click on Apply. Otherwise, feel free to provide a more detailed prompt for better results.

   

   
   

5. AI will also help you map fields, confirm them, guide you in finding the appropriate data to map, and more.

You can refine your workflow at any time by chatting with AI in the prompt box at the bottom of the editor When you're done, click Set live in the top right corner to turn your workflow on.

What is a Trigger?

Triggers are the events that start a workflow. Once your workflow is active, it will wait for a trigger event to occur and then perform the assigned actions automatically.

For example:

• Adding a new task in your project management app.

• Receiving a new email in your inbox.

• Adding a new lead in your CRM.

Types of Triggers

There are two main types of triggers in viaSocket: Polling Triggers and Instant Triggers.

1. Polling Triggers

• How it works: With polling triggers, viaSocket regularly checks your app for new data. For instance, it may check every few minutes to see if there’s a new task or lead that can start your workflow.

• When it's used: This type of trigger is typically used when the app doesn’t send automatic updates, so viaSocket has to check periodically for new data.

• Example: Checking every 15 minutes if a new task is created in your project management tool.

• How often it checks: viaSocket offers two polling intervals: 5 minutes and 15 minutes.

2. Instant Triggers

• How it works: With instant triggers, your app automatically sends new data as soon as it’s created, using

webhooks.

• When it's used: This trigger type is used when the app can notify viaSocket instantly when a new event happens.

• Example: Instantly triggering a workflow when a new email is received or when a new lead is added to your CRM.

• How it works: As soon as new data arrives, the workflow is triggered.

Important Notes:

• You cannot change a trigger's type once it’s set. The type is determined by the app’s connection to viaSocket.

• Triggers only work for new or updated data. They will not trigger for old data created before the workflow was turned on.

• If you need to move existing data, consider using

viaSocket’s Bulk Transfer feature

The "Response" in viaSocket enables users to set responses for webhook URLs, dictating the behavior when the URL is accessed. Whether users prefer a default response provided by viaSocket or desire a customized response tailored to their specific needs, this feature offers flexibility and control over 

webhook

Key Features:

Default Response: viaSocket offers a default response option, providing users with a quick and convenient way to set a standard response for their webhook URLs. This default response can be easily configured within the viaSocket interface.

Custom Response: For users seeking greater customization, viaSocket allows the creation of custom responses. This feature empowers users to define the exact content and format of the response, enabling them to meet unique requirements and integrate seamlessly with their existing systems.

How it Works:

Default Response:

Users can select the default response option within the viaSocket webhook configuration.

The default response is automatically sent whenever the webhook URL is accessed, providing a consistent reply without additional configuration.

Cron by viaSocket acts as a trigger that helps you automate recurring tasks on a set schedule. Unlike other triggers, it doesn’t wait for changes in an app to trigger an action.

Example: You need to send a weekly reminder email to your team every Monday at 9 AM. Instead of doing it manually each week, you set Cron to send the email automatically at that time.

How to Set Up Your Cron

1. In the Workflow editor, click the Trigger step. The right sidebar will open

2. In the box, enter the prompt, such as “daily at 2 PM.”

   

3. You can set the time zone in these many different ways:

   • Frequency Type: How often to trigger (daily, weekly, etc.).

   • Interval: Set the number (e.g., every 2 days).

   • Start Date: Choose when to start.

4. Click Test trigger

5. Click Continue to set up your workflow action.

Advanced Config Option in Cron

In the advanced config option, you can use the following built-in tools along with Cron to perform more complex tasks and achieve advanced functionality: JS Code, HTTP API Requests, AI Agent, and Apps to retrieve information at specific times.

Let’s take an example:

• Schedule Cron: Set the Cron to run at the end of every month.

• Fetch Data: Use the GET API to gather all employee data.

• Choose Flow Type: You have two options here:

- Run the flow based on certain conditions.

- Run the flow step by step (one by one).

• Calculate Performance: Use JS code to calculate each employee’s performance based on different factors (e.g., task completion, deadlines met).

• Draft Message: With the help of the AI Agent, automatically draft a personalized message for each employee based on their performance.

This way, you automate the entire process—collecting data, calculating performance, and generating messages—without manual effort.

Bonus Feature:

The default timezone will be set to the workspace timezone, but users can easily change the timezone for each specific Cron, offering more flexibility.

The inbuilt tools of viaSocket enhance your workflows by enabling advanced logic, data manipulation, and customization, ensuring smooth and efficient integrations tailored to your needs.

Looping is a powerful feature that allows you to repeatedly run a specific action or set of actions for each item in a list. This ensures that each item is handled individually and consistently, which is especially useful when dealing with multiple data points or records.

Example:

Imagine you have a list of customer orders. Each order needs to go through the following steps:

1. Send a confirmation email.

2. Update the order status.

3. Notify the customer.

Looping ensures that each order is processed individually and in the correct sequence.

How to add loop in workflow

To implement looping in a workflow, you can utilize Webhook Advanced Configuration. This allows you to iterate over a list of items and run actions for each item individually.

Examples of Looping in Workflow Automation

1. Sending Notifications to Multiple Users

• Data: A list of users who need to be notified (e.g., new leads, updates, etc.).

• Loop: The workflow loops through each user.

• Action: For each user, it sends a personalized notification via email, SMS, or push notification.

2. Updating Records in a Database

• Data: A list of database records that need to be updated.

• Loop: The workflow iterates over each record.

• Action: It performs actions like updating a field, adding a note, or tagging the record based on certain conditions.

The workflow automation in viaSocket relies on a Chip format for mapping data. Chips in viaSocket are placeholders that store and update data dynamically within the workflows. Think of them as containers that hold information such as text, numbers, or even more complex data structures. 

Chips as Data Placeholders

Chips act as placeholders where you specify where you want to map data from API calls within a workflow. They provide a way to dynamically update and organize data received from APIs during the workflow process. Each chip represents a specific piece of data that will be filled in as the workflow progresses.

Mapping Data in Workflow

When setting up a workflow, you can designate where each piece of data from the API should be placed using these chips. This mapping ensures that data flows smoothly from one step to the next within the workflow, following the specified

logic

Usage of Chips:

Each chip represents a specific piece of information about the employee, such as name, email, position, department, and start date.

These chips are mapped to corresponding fields in the company's employee database and other internal systems.

Dynamic Data Updates

As the workflow progresses and APIs start sending data, the chips dynamically update with the actual data received. This allows for real-time processing and manipulation of data within the workflow based on the information provided by the APIs.

Now, imagine you want to add a personal touch to the email by including the lead's name in the subject line. You can easily extract the lead's name from the data stored in the chip generated from the CRM API call. Then, you just have to insert this chip into the subject line of the email by simply clicking on Use it.

Now, every time a new lead is added to the CRM, the email subject line will dynamically include the lead's name, adding a personal touch to your communication.

Utilization Across Workflow Steps

The data captured in chips can be utilized across all steps of the workflow. This means that once data is mapped into a chip, it becomes available for use in subsequent steps or actions within the workflow.

In essence, chips serve as dynamic placeholders for data within workflows, enabling seamless integration and manipulation of data received from APIs across various steps of the workflow.

A multi-step workflow in viaSocket is a sequence of actions that are executed in a specific order to achieve a particular goal. These workflows are ideal for automating complex tasks that require several steps to be completed. Multi-step workflows can streamline processes, reduce errors, and improve efficiency by automating repetitive tasks. You can even change the order of these steps easily using the

drag and drop

Features of Multi-Step Workflow:

1. Sequential Execution: 

Multi-Step workflows allow you to arrange actions in a specific order, ensuring that each step is executed sequentially.

2. Conditional Logic: 

You can incorporate 

conditional logic

3. Monitoring and Tracking: 

viaSocket offers monitoring tools called 

Logs

Metrics

4. Customization: 

Multi-Step workflows can be

customized

How to create a Multi-Step Workflow in viaSocket?

1. Identify the Steps: Start by identifying the individual steps involved in the workflow. Break down the task into smaller, manageable steps.

2. Arrange the Steps: Arrange the steps in the order in which they need to be executed. Consider dependencies between steps and any conditions that need to be met.

3. Test the Workflow: Before deploying the workflow, test it to ensure that each step is executed correctly and that the workflow as a whole produces the desired outcome.

4. Deploy the Workflow: Once the workflow has been tested, deploy it to automate the task.

Frequently Asked Questions:

Can I include conditional logic in a multi-step workflow?

Yes, you can include conditional logic, such as IF Conditions, in a multi-step workflow in viaSocket. This allows you to create dynamic workflows that respond to different conditions.

Can I delete any particular step in a multi-step workflow?

Yes, you can easily delete any step from the multi-step workflow by selecting the triple dot next to the step and then clicking the delete button.

How can I monitor the progress of a multi-step workflow?

viaSocket provides monitoring tools that allow you to track the progress of a multi-step workflow in real-time. You can view the status of each step, their execution time and the number of invocations involved.

Rearranging steps within your workflow is a powerful feature in viaSocket that allows you to easily customize the sequence of tasks. With the simple drag-and-drop functionality, you can quickly adjust the order of steps to optimize your workflow for efficiency and flexibility.

Rearranging Steps in Workflow

1. Click on the Step: To rearrange a step in your workflow, click on the step you want to move. .

2. Drag the Step: Drag the step to the new position in your workflow.

3. Drop the Step: Release the step where you want to place it. The sequence of your flow will be updated instantly.

4. Make the Flow Live: Once you’re done rearranging, just make the flow live, and the changes to the sequence of execution steps will take effect.

Benefits of Rearranging Steps in viaSocket:

• Quick Adjustments: Easily change the order of steps with drag-and-drop.

• Customizable Workflows: Tailor workflows to fit your needs.

• No Technical Skills Needed: Modify workflows without any expertise.

• Instant Updates: See changes take effect in real time.

• Improved Efficiency: Optimize task execution order.

• Better Collaboration: Easy for teams to adjust and share workflows.

With viaSocket's step on/off button feature, you can precisely manage your automation workflows by turning specific steps on or off within your actions.

When a trigger is activated, the workflow executes according to the enabled steps, allowing real-time customization. This flexibility ensures your workflows remain efficient and responsive without the need to remove or recreate steps.

Understanding Step Status in viaSocket Workflows

In viaSocket, each step within a workflow can exist in one of two states:

1. On: When a step is turned on, viaSocket actively executes that step whenever the workflow is triggered. The step will check for new data and perform its designated action(s) as part of the overall workflow.

2. Off: Steps that are turned off do not perform actions or check for new data within the workflow. We might turn off a step under specific conditions:

   • If you’re temporarily pausing a specific part of the workflow while testing or debugging other steps.

   • If you need to prevent a particular action from executing due to changes in your process or temporary suspension of that action.

   • If a step is no longer relevant to the current workflow but might be needed again in the future, allowing you to keep the step available without deleting it.

By managing the status of each step, you can fine-tune your workflows in viaSocket, ensuring that only the necessary steps are active and that your processes remain flexible and adaptable.

Key Benefits

The step on/off button feature in viaSocket provides several significant benefits:

1. Precise Control: Fine-tune your automation by toggling individual steps on or off, controlling their execution.

2. Flexible Adjustments: Adapt workflows to changing needs by pausing or reactivating steps without reconfiguration.

3. Efficient Testing: Test and debug specific steps without disrupting the entire workflow for faster issue resolution.

4. Optimized Performance: Enhance efficiency by running only relevant steps, streamlining operations and improving performance.

With viaSocket’s step on/off button feature, you can effortlessly manage and optimize your workflows, ensuring they adapt seamlessly to your needs. This flexibility enhances efficiency and allows for precise control over your automation processes.

Pause a Workflow

Use Pause when you need to temporarily stop a workflow without losing any of its settings or data. This is ideal when you want to halt the workflow for a short period and then resume it later without reconfiguring everything.

Steps:

1. Go to your workspace and locate the workflow you want to pause.

2. Click on the settings icon (…) next to the workflow.

   

3. From the menu, select Pause.

4. The workflow will stop running but will remain in your list of workflows.

5. To resume the workflow, toggle the button at the top to Active.

   

Delete a Workflow

Use Delete when you no longer need the workflow and want to permanently remove it from your workspace. This action cannot be undone after 7 days. Within 7 days of deleting a workflow, you can recover it from the trash, but after 7 days, it will be permanently deleted from your workspace.

Steps:

1. Go to your workspace and locate the workflow you want to delete.

2. Click on the settings icon (…) next to the workflow.

3. Select “Move to Trash” from the menu.

   

4. You can undo the deletion anytime within 7 days by simply clicking the toggle at the top.

You can duplicate workflows to quickly create similar ones, even for different workspace accounts.

To duplicate a workflow:

1. Select your workspace and go to your workflow.

2. Click the settings icon (…) on the right side of the workflow you want to duplicate. A sidebar will open.

3. Click Duplicate. A popup will appear.

4. Select the workspace, folder, and rename the duplicate workflow.

   

Connections

This means that when you duplicate a workflow, any app connections you've already set up will be carried over to the new workflow. However, if the workflow has connections that are not in your workspace, those won't be copied over. You'll need to manually set up new connections for any steps that use those connections.

When building automations in viaSocket with database applications like

Google Sheets

Airtable

To support bulk data processing, backfilling, or migrating existing records, viaSocket provides an optional step immediately after publishing your flow: Run the flow on historical data.

When to Use This

Typical scenarios include:

• Bulk transfer of existing records from one system to another.

• Reprocessing older rows with updated workflow logic.

• Migrating data from legacy apps using a newly built automation.

• Testing workflows with a real data batch before going live.

How It Works

1. Configure the Flow

• Set up your flow in viaSocket with the appropriate steps.

• Use "New Row Created" as the trigger, connecting your data source (Google Sheets, Airtable, etc.).

2. Publish the Flow

• Click Publish once the flow is ready.

3. Prompt to Run on Historical Data

• After publishing, a confirmation prompt will appear:

  "Do you want to run this flow for historical data?"

• Choose Yes to continue.

Selecting and Running Historical Data

Once confirmed, a dedicated interface opens where you can view and manage the historical data:

Data View

• A structured table will show all existing rows from the connected data source.

• Each row corresponds to a potential trigger input for the flow.

Actions Available

• Filter rows by specific column values.

• Sort rows by any column.

• Select individual or multiple rows.

Execution

• Once selection is complete, click Run Flow.

• The system will execute your flow for each selected row, processing the data through the same steps defined in the automation.

• All executions are recorded and visible in Flow

  History

  .

viaSocket allows you to integrate over 

thousands of apps

Webhooks

With Custom Integrations viaSocket provides: 

1. Enhanced Connectivity: Users gain access to a vast library of popular apps and services across various domains, such as project management, customer relationship management (CRM), communication, finance, and more. A variety of connectivity options are available from viaSocket, each specifically designed to satisfy different business needs.

2. Tailored Solutions: Custom Integrations give users the ability to integrate their own APIs in addition to the apps that are already available, allowing them to modify the platform to meet their unique needs.  This feature is especially beneficial for individuals whose unique workflows or proprietary systems require custom integration with specialised tools or internal software solutions. 

3. Scalability and Future-Readiness: The Custom Integrations feature offers a flexible integration framework that guarantees scalability and future-readiness as businesses grow and incorporate new technologies.  Whether integrating with emerging apps or upgrading existing systems, users can easily create their own plug-ins using our inbuilt

plug-in builder

Custom Integrations isn't just a feature – it's a gateway to a world of endless possibilities. Whether you're streamlining your operations, automating tasks, or crafting your ideal workflow.

FAQs 

Is there support available for Custom Integrations?

Yes, we provide comprehensive support for Custom Integrations. Our dedicated support team is available to assist you with setup, troubleshooting, optimization and any other questions or concerns you may have. Additionally, we offer resources to help you make the most of your integrations.

When you publish a workflow, it becomes active and ready to operate. Once published, the workflow will automatically start running whenever the trigger event occurs. It will then perform the defined actions as part of automating the task or process you've set up.

How to Publish a Workflow

1. Go to your workspace and select the workflow you want to publish.

2. At the top right corner, you'll see the option "Go Live". Just click on it.

   

To stop the published flow, you can pause the workflow.

viaSocket provides a vast library of app integrations, and you can explore all of them at

https://viasocket.com/integrations

1. Request an App, Trigger, or Action from your Workspace

• While selecting the trigger or action for your flow in the side panel, you can search for an app or click on “Explore All Apps.”

  

• If your app is not found, you will see the option "Request it now." By requesting, our team will try to build it for you within 48 hours.

  

• If you believe that a specific trigger or action for an existing app has not been built yet, you can easily request it.

  

  
  Request Improvements to an existing Trigger or Action:

• If an existing trigger or action needs improvements, you can submit suggestions by clicking "Suggest Improvements" under the relevant trigger or action.

  

2. Request an App, Trigger, or Action from viaSocket Website

• Go to the

  https://viasocket.com/integrations

  and search for the app you want to use.
  
  

• If the app you need isn’t listed, you can request it by clicking on "Request a new App."

  

• If you’re looking for a new trigger or action for an existing app, go to that app's integration page. There, you’ll find all the available triggers and actions. If you need a new one, simply click on “Request a new trigger” or “Request a new action.”

  

If your request hasn’t been fulfilled within 48 hours, you can follow up:

• Email viaSocket Support at

  [email protected]

  , including a detailed description of your use case and what you need.

• Book a Meeting:

  Schedule a call

  to discuss your integration request and how the team can assist you.

For SaaS Companies (Bring Your App to viaSocket)

Build on your own

• If you're a SaaS company, you can build your own app integration following

  viaSocket’s comprehensive playbook.

  The playbook will guide you through all the necessary steps to integrate your app onto the platform.

  If you need help, viaSocket offers a collaborative approach. Our team can work with you via screen sharing to build the integration together, ensuring a seamless and efficient process. Drop us a message at

  [email protected]

Metrics in viaSocket are measurements that track the performance of your workflows. They provide important data on how well your workflows are running, helping you identify areas for improvement. Metrics help you monitor things like execution time, success rates, and errors.

Flow Wise & Step Wise Metrics

Metrics provide quantitative data about how well your workflows are performing. They track parameters such as execution time and status for each and every step of a workflow, allowing you to assess the efficiency of your automation processes.

Flow Wise Metrics
Flow Wise metrics give you an overview of the performance of the entire workflow. They show you the combined data for all steps within a flow, helping you track:

• Overall execution time for the entire workflow.

• Success rate and error rate for the whole flow.

These metrics give you a broad picture of how your workflow is performing.

Stepwise Metrics
Stepwise metrics focus on the performance of individual steps within your workflow. This allows you to see:

• Execution time for each specific step.

• Error rate or success rate for each step.

Stepwise metrics help you pinpoint which specific steps are performing well and which might need improvement.

Viewing Metrics in viaSocket

viaSocket presents these metrics in chart form, which makes it easy to visualise the data. You can view:

• Bar charts to compare the performance of different workflows or steps.

• Line charts to track performance over time (like changes in success rate or execution time.

In viaSocket, handling workflows is really easy. You can keep an eye on how your workflow is doing by looking at its history. You'll see the history option on the left side of the flow. Clicking on a specific time shows you what happened at that time. Each step in the flow will display the data from that moment.

This helps you see if it's working well, if the data is right, and if anything gets lost, you can find it in the history.

Here's why keeping track of your workflow's history is super handy

1. Checking if it Works: You can see if your workflow is doing its job by looking at when it runs. 

2. Getting the Right Stuff: You can make sure the data going in and out is correct.

3. Finding Problems: If something's wrong, you can spot it fast. 

4. Saving Lost Data: If data gets lost, you can go back to an earlier run to get it back.

📌 For example, if one day leads don't show up in your CRM, you can check the history to see what went wrong. Then, you can go back to the previous day's records to get those leads back. Easy fix!

Error handling in viaSocket involves the detection and management of errors that occur during the execution of workflow steps.

Detection of Errors

viaSocket detects errors that occur during the execution of a workflow step. These errors could be due to various reasons such as invalid input data, network issues, or API failures.

📌 For example, if a workflow encounters an error while attempting to retrieve data from an external API, viaSocket will detect the error and initiate the error handling process.

​

Skipping of Dependent Steps

Upon detecting an error in a step, viaSocket skips that particular step and any subsequent steps that depend on the data generated or processed by the erroneous step. This prevents the propagation of errors to downstream steps and ensures that the workflow continues to execute without being blocked by the error.

Execution of Independent Steps

viaSocket continues to execute other steps in the workflow that are not dependent on the data from the erroneous step. This allows the workflow to progress and perform other tasks that can be executed successfully despite the error.

By handling errors in this manner, viaSocket ensures that workflows can gracefully recover from errors and continue to execute efficiently.

Integrating viaSocket into your application boosts productivity and streamlines workflows. It connects your platform with over 5000 apps, offering seamless automation directly within your interface.

Key Benefits:

• Seamless Integration: Users can access viaSocket's automation features without leaving your platform.

• Extensive App Library: Automate workflows across a wide range of tools and services, including CRMs, project management apps, and email platforms.

• Customization: Tailor the interface to match your app’s branding and provide a cohesive user experience.

How It Works:

1. Embed viaSocket: Use

   viaSocket’s Embed SDK

   to integrate workflow editors and trigger-action selections into your app.

2. Authenticate Users: Leverage OAuth 2.0 for secure authorization, enabling users to access their viaSocket accounts.

3. Manage Workflows: Users create and manage workflows—setting triggers and actions—from within your app’s interface.

Benefits for Users:

1. Enhanced Connectivity: Enable users to integrate and automate their favorite apps.
   Example: Project management app users can sync files from Google Drive or Dropbox seamlessly.

2. Streamlined Workflows: Automate repetitive tasks and reduce manual data entry.
   Example: E-commerce users can automate order fulfillment with shipping carriers.

3. Increased Productivity: Real-time data synchronization ensures efficiency without platform-switching.
   Example: Sales CRM users can sync contacts with email marketing tools for smoother outreach.

4. Customization Options: Users can tailor automation to their specific business needs.
   Example: Task management users can trigger new tasks based on specific email conditions.

5. Improved User Experience: Seamless workflows between apps eliminate silos, enhancing efficiency.
   Example: Customer support users can manage tickets, CRM data, and communications in one place.

Embed viaSocket to create a unified, efficient, and scalable solution for your users.

Security and compliance are paramount considerations for viaSocket, ensuring the protection of user data and adherence to regulatory requirements such as GDPR (General Data Protection Regulation).

Here's how viaSocket maintains a high level of security and compliance:

Data Encryption

viaSocket employs robust encryption techniques to secure data both in transit and at rest. This ensures that sensitive information remains protected from unauthorized access or interception.

Access Control

viaSocket implements strict access control mechanisms to restrict access to user data. Access is granted only to authorized personnel who require it for legitimate purposes, reducing the risk of unauthorized data breaches.

GDPR Compliance

viaSocket complies with GDPR regulations, which are designed to safeguard the privacy and personal data of individuals. This includes obtaining explicit consent for data processing, providing users with access to their data, and implementing measures to ensure data security and integrity.

Data Minimization

viaSocket follows the principle of data minimization, collecting and processing only the minimum amount of data necessary to fulfill its intended purpose. This reduces the risk of data exposure and helps maintain user privacy.

Regular Audits and Assessments

viaSocket conducts regular security audits and assessments to identify and address potential vulnerabilities or compliance issues. This proactive approach helps ensure that security measures remain effective and up-to-date.

Secure Infrastructure

viaSocket utilizes secure infrastructure and hosting providers to maintain the integrity and confidentiality of user data. This includes implementing firewalls, intrusion detection systems, and other security measures to protect against external threats.

Data Processing Agreements

viaSocket establishes data processing agreements with its users, outlining the responsibilities and obligations of both parties regarding the handling of personal data. These agreements help ensure transparency and accountability in data processing activities.

Overall, viaSocket prioritizes the security and privacy of user data, adhering to stringent security standards and regulatory requirements such as GDPR. By implementing robust security measures and compliance practices, viaSocket provides users with confidence in the protection of their data.

Templates are pre-made workflows that include all the necessary apps and settings. You can easily share your workflow by converting it into a template, allowing others to quickly use, customize, and benefit from your work.

How to Share Your Workflow as a Template

1. First, build your workflow using viaSocket Workflow Editor and publish the flow. Ensure all the necessary apps and steps are included and working as expected.

2. Click the settings icon (…) on the right side of the workflow you want to share as a template.

   

3. Click on Share > A popup will appear, then click on Create Template.

   

4. Once clicked, your workflow will be publicly available as a template on

   https://viasocket.com/templates

5. You can also share it using the provided URL.

   

6. Once the workflow is turned into a template, you’ll see the "Template" option at the top right.

7. Click on Template to adjust the preview of your template.

   • Select up to 3 categories (or more, depending on your template).

   • You can also add instructions or update the template if needed.

   

At any time, you can unpublish the template by clicking on "Unpublish Template".

Your connected accounts, Workflow history and data will not be shared.

Limitations

• Workflow templates contain all steps, app selections, and app events but do not include any values entered in the fields.

• If you disable sharing for a workflow template, users who already have the link will see a notification stating that sharing has been turned off. They will also have the option to explore other workflow ideas or create their own.