Triggers
What is a Trigger?
A trigger is the starting point of a workflow. It listens for a specific event—like a new form submission, a CRM update, or a scheduled interval—and automatically kicks off a series of actions.
Think of it as the “when” in your automation:
“When this happens → do that.”
Use Cases
When a new lead is added in your CRM
When a payment is received via your payment gateway
Every 5 minutes, check for new rows in a Google Sheet
When a webhook is called by your app
Types of Triggers
viaSocket supports two types of triggers:
Instant Trigger (Webhook-based)
Listens for real-time events from external apps via a webhook.
How it works:
You subscribe to an event using an API
viaSocket receives the event when it occurs
Your workflow runs instantly
For Detailed Steps, Click here
Scheduled Trigger (Polling-based)
Checks for new data from your API at regular intervals.
How it works:
You define the polling frequency (e.g. every 5 mins)
viaSocket fetches new data via API
If new data is found, the workflow begins
For Detailed Steps, Click here
Trigger Logic Behind the Scenes
You configure input fields and test APIs
Output is used to pass data to the next step
Triggers can also use headers, tokens, or context variables (e.g.,
context.authData)
Testing Your Trigger
viaSocket allows you to:
Preview sample data from your API
Simulate the trigger with test responses
Monitor logs and troubleshoot in real time
