Create and Share a Template of Your Workflow

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.