FAQ
Integration Guides

Integration Guides

This section offers detailed guides on connecting viaSocket with popular tools and services, ensuring smooth and effective integration processes.


Follow these steps to connect your Zoho Mail and automate your tasks effortlessly.

Step 1: Select Zoho Mail from viaSocket’s Library of Apps

Find Zoho Mail: Use the search bar to locate Zoho Mail from the list of available apps.

     

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Select Zoho Mail: Click on Zoho Mail to begin the integration process.

                         

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Step 2: Authenticate

Authentication Prompt: After selecting Zoho Mail, viaSocket will prompt you to authenticate your Zoho Mail account.

                         

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Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Mail data. Click 'Accept' to proceed.

               

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Log In to Zoho Mail: If you are not already logged in, you will be asked to log into your Zoho Mail account.

                       

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Map Data Fields, Test and Save

Now map data from Zoho Mail to other apps or use other apps data to perform actions in Zoho Mail app.

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Before finalizing, run a test to ensure everything is set up correctly. 

Once you are satisfied with the test results, save your step.


Follow these steps to connect your Zoho Mail and automate your tasks effortlessly.

Step 1: Select Zoho Mail from viaSocket’s Library of Apps

Find Zoho Mail: Use the search bar to locate Zoho Mail from the list of available apps.

     

ss1.png

Select Zoho Mail: Click on Zoho Mail to begin the integration process.

                         

ss2.png

Step 2: Authenticate

Authentication Prompt: After selecting Zoho Mail, viaSocket will prompt you to authenticate your Zoho Mail account.

                         

ss3.png

Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Mail data. Click 'Accept' to proceed.

               

ss4.png

Log In to Zoho Mail: If you are not already logged in, you will be asked to log into your Zoho Mail account.

                       

ss5.png

Map Data Fields, Test and Save

Now map data from Zoho Mail to other apps or use other apps data to perform actions in Zoho Mail app.

ss6.png

Before finalizing, run a test to ensure everything is set up correctly. 

Once you are satisfied with the test results, save your step.

Getting Started - Zoho Mail
Jul 29, 2025

Integrating Google Chat with viaSocket requires the Chat ID of the person you want to send a direct message to. This unique identifier is necessary to ensure that your automated messages are sent to the correct individual. This guide will walk you through the steps to find the Chat ID for direct messaging in Google Chat.

Steps to Find the Chat ID in Google Chat

  1. Open Google Chat

    • Log into your Google account and open Google Chat. You can access it directly through

       Google Chat

       or via the Gmail interface.

  2. Navigate to the Direct Message

    • Click on the conversation with the person you want to send automated messages to. This should be a direct (one-on-one) chat with that individual.

  3. Locate the Chat ID in the URL

    • Once the direct message is open, look at the URL in your browser’s address bar. The URL format should look something like this:

      https://mail.google.com/chat/u/0/#chat/dm/abc123xyz

    • In this example, abc123xyz is the Chat ID. The Chat ID appears after /dm/ in the URL.

  4. Copy the Chat ID

    • Highlight the Chat ID portion of the URL (everything after /dm/) and copy it. Make sure you do not include any additional characters or spaces.

  5. Enter the Chat ID into viaSocket

    • Go to viaSocket and open the workflow where you are setting up the

      Google Chat integration

      .

    • In the Configuration settings, find the input field labelled "Chat ID" and paste the copied Chat ID into this field.

  6. Save and Test

    • Save your configuration settings in viaSocket and run a test to ensure the integration is functioning correctly. If the Chat ID is correct, the test message should be delivered successfully to the intended person.

image


Important Notes

  • Ensure Accuracy: The Chat ID must be entered correctly in viaSocket. An incorrect Chat ID will result in messages not being sent or being sent to the wrong person.

  • Direct Messages Only: This guide focuses solely on direct (one-on-one) messages. Group chats require a different process and are not covered here.

  • Check URL Regularly: If you refresh the page or navigate away, always double-check the URL to ensure you are using the correct and most recent Chat ID.

By following these steps, you can easily locate and use the correct Chat ID to automate your direct messaging workflows with viaSocket, ensuring seamless and efficient communication.

How to Find the Chat ID in Google Chat
Jul 29, 2025

Step 1: Login to Your Sangam CRM Account

  1. Open your web browser and navigate to the Sangam CRM login page.

  2. Enter your credentials to log in to your account.

Step 2: Access the Admin Panel

  1. Once logged in, navigate to your account settings by clicking on your account name or profile icon.

  2. In the dropdown menu, select Admin to access the Admin Panel.

Step 3: Navigate to the Developer Space

  1. In the Admin Panel, locate Developer Space.

  2. Within the Developer Space, select Studio.

image


Step 4: Enable Necessary Features for Modules

  1. In the Studio, you will see a list of all available modules.

  2. Review the modules and EnableFeatures for those that are required for your operations.

(Suggested Modules: Account, Contact, Lead, Opportunity, Task, Ticket, User, Product, Tag.)

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For each selected module, ensure the following features are enabled:

  • Website Visibility

  • Auto Distributions 

    image

Step 5: Access API Integrations

  1. After configuring the modules, return to the Admin Panel.

  2. Navigate to Plugins and select API Integrations.

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Step 6: Retrieve Your Token Key and API URL

  1. In the API Integrations section, you will find the Token Key and API URL.

  2. This Token Key and API URL will be valid for the modules you have selected.

  3. In the Set Rule Module Wise section, you can see the modules that you have selected.

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Step 7: Your Token key and  API-URL

Check the attached image for fetching your API URL and Token​

image

By following these steps, you will successfully generate the Token Key and obtain the API URL necessary for integrating with Sangam CRM.

Sangam CRM - Generate Token Key and Login Url
Jul 29, 2025

Follow these steps to connect your Zoho Desk and automate your tasks effortlessly.

Step 1: Select Zoho Desk from viaSocket’s Library of Apps

Find Zoho Desk: Use the search bar to locate Zoho Desk from the list of available apps.

                         

Select Zoho Desk: Click on Zoho Desk to begin the integration process.

                         

Step 2: Authenticate

Authentication Prompt: After selecting Zoho Desk, viaSocket will prompt you to authenticate your Zoho Desk account.

                         

Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Desk data. Click 'Accept' to proceed.

               

Log In to Zoho Cliq: If you are not already logged in, you will be asked to log into your Zoho Cliq account.

                       

Map Data Fields, Test and Save

Now map data from Zoho Cliq to other apps or use other apps data to perform actions in Zoho Cliq app.

Before finalizing, run a test to ensure everything is set up correctly. 

Once you are satisfied with the test results, save your step.


Follow these steps to connect your Zoho Desk and automate your tasks effortlessly.

Step 1: Select Zoho Desk from viaSocket’s Library of Apps

Find Zoho Desk: Use the search bar to locate Zoho Desk from the list of available apps.

                         

Select Zoho Desk: Click on Zoho Desk to begin the integration process.

                         

Step 2: Authenticate

Authentication Prompt: After selecting Zoho Desk, viaSocket will prompt you to authenticate your Zoho Desk account.

                         

Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Desk data. Click 'Accept' to proceed.

               

Log In to Zoho Cliq: If you are not already logged in, you will be asked to log into your Zoho Cliq account.

                       

Map Data Fields, Test and Save

Now map data from Zoho Cliq to other apps or use other apps data to perform actions in Zoho Cliq app.

Before finalizing, run a test to ensure everything is set up correctly. 

Once you are satisfied with the test results, save your step.

Getting Started with Zoho Desk
Jul 29, 2025

What Is a Todoist Filter?

A filter is a custom search expression you enter into the Filter input field in your action.

It tells Todoist which tasks you want the action to process (like add a tag, update priority, etc.).

What Works in This Action Step

You can use any filter string that is supported by the Todoist REST API, including:

Logic Operators You Can Use:

Symbol

Meaning

Example

&

AND

today & @email

`

`

OR

!

NOT

!subtask

()

Grouping

`(today

✅ These work exactly like they do in the Todoist UI.

What Doesn't Work in This Action

Not Supported

Why

, comma-separated filters like p1 & overdue, today

Not supported by Todoist REST API. Use only one filter at a time.

Completed task filters

REST API only returns active (incomplete) tasks.

Combining filter with project_id or label in the same request

The filter parameter takes priority — other parameters will be ignored.

Examples You Can Use

📅 Date & Time

Goal

Filter

Tasks due today

today

Tasks overdue

overdue

Due in next 7 days

7 days

No due date

no date

Due today after 2pm

due after: today at 2pm

🏷 Labels

Goal

Filter

Tasks with label “email”

@email

Without any labels

no labels

Labels starting with "home"

@home*

With multiple labels

@email & @followup

⚡ Priority

Goal

Filter

Priority 1 tasks

p1

Priority 2 or 3

`p2

Tasks without priority

p4

🧩 Subtasks

Goal

Filter

Show only subtasks

subtask

Show only parent tasks

!subtask

📁 Projects & Sections

Goal

Filter

Tasks in “Work”

#Work

Tasks in sub-projects of “School”

##School

Tasks not in any section

!/*

Tasks in “Work” & section “Calls”

#Work & /Calls

👥 Assigned Tasks

Goal

Filter

Assigned to me

assigned to: me

Assigned to others

assigned to: others

Assigned to Steve

assigned to: Steve

🔍 Keyword Search

Goal

Filter

Tasks containing “Meeting”

search: Meeting

Tasks with links

search: http

🧠 Advanced Examples That Work

Filter

Explanation

today & @email

Tasks due today AND labeled @email

`(today

overdue) & p1`

#Work & !@Subtask

Tasks in Work project without @Subtask label

@email & !subtask

Email tasks that are not subtasks

assigned to: Steve & #Work & today

Steve's work tasks due today

❗ Unsupported Example (Will Not Work)

Filter

Why it fails

p1 & overdue, p3 & today

Comma-separated filters not supported by Todoist API

overdue, today

Can't run multiple filters in one request

p1, p2, p3

Use `p1

Pro Tips

• Use only one filter per action run

• Use () for combining logic:

✅ (today | overdue) & #Work

• Use wildcards:

✅ @home* → matches @homeoffice, @homework

• You can use natural language for due dates:

✅ due before: Friday, due after: next week

Final Reminder

✅ This field supports all filters you would use in Todoist UI, except comma-separated multiple filters.

🚫 Do not use commas in filters — use logical operators like &, |, ! instead.

How Todoist Filter works
Aug 22, 2025