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