FAQ
QuickStart

QuickStart

Welcome to viaSocket!

  • What we do: viaSocket is a no-code, AI-powered automation platform that offers over 1,500 integrations, allowing you to automate tasks and transfer data seamlessly across your favorite apps.

  • Who it's for: Businesses of all sizes looking to automate their day-to-day tasks.

  • What to expect: This guide will walk you through the features and best practices to help you get the most out of the platform.

With viaSocket, you can build

workflows

to connect your apps and automate tasks. Each workflow has a trigger that starts the automation and actions that follow. Once published, your workflow runs automatically every time the trigger event occurs.

How to build Workflows in viaSocket

Step 1: Set Up Your Trigger

The

trigger

is the event that starts your workflow. For example, it could be when a new lead is captured in your CRM.

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Step 2: Add Actions

Actions

are what happens after the trigger. For example, sending an email. You can add multiple actions to your workflow.

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Use Built-in Tools

You can customize your workflow by adding:

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  1. Multiple Paths(If Conditions)

    - Trigger different actions based on conditions.

  2. JS Code

    - Add custom JavaScript for flexible logic.

  3. HTTP API Request

    - Connect to external services via API.

  4. Human Intervention

    - Pause workflow for manual input.

  5. Custom Logic (AI)

    - Use AI to make decisions and process data.

  6. Workspace Memory

    - Store and use data across workflow steps.

  7. Delay

    - Pause workflow for a set time before continuing.

  8. AI Agent

    - Automate tasks with an AI-powered agent.

Step 3: Set Live

After creating your flow, you can activate it. Once it's live, the flow will run automatically whenever the trigger event occurs.

Build Workflows with AI

If you don't want to build a workflow from scratch, you can describe the workflow you want in plain language, and AI will guide you through the process of creating it.

Learn more about

using AI to build your flow

.

Build Workflows with pre built templates

Templates are pre-built workflows that include a trigger and action to help you get started. You can find workflow templates at

https://viasocket.com/templates

.

To use a template, click Install.

Note : You can monitor your workflows in the History, where you’ll see detailed logs of the data and events processed by your workflow.

If something goes wrong, you can contact us at

[email protected]

to keep your workflows running smoothly.

Step by Step Guide to Build Workflows
Aug 22, 2025