Publish Workflow


Publishing a Workflow:

  • Create Your Workflow: First, create your workflow by configuring the desired automation steps and settings.
  • Confirm Publication: Review your workflow one last time and click on the Make Live button to make it available for execution.

Step by step guide on how to publish your workflow in viaSocket:

Editing a Published Workflow:

  • Access Workflow: To edit a published workflow, locate the workflow in your dashboard and open it.
  • Make Changes: Modify the workflow as needed by adding, removing, or adjusting automation steps, triggers, or settings.
  • Save Changes: After making your modifications, click on Make Live to update the published workflow.
  • Versioning: When you save the changes, viaSocket automatically creates a new version of the workflow, preserving the previous version.
  • Manage Versions: You can access and manage different versions of the workflow, allowing you to revert to previous versions if needed.

Discarding Changes:

  • If you wish to discard changes and revert to the previous published version, simply click on Discard Changes.