viaSocket Help

Basics of viaSocket


viaSocket helps you automate repetitive tasks across your apps without writing code.

Instead of manually moving data, sending updates, or performing the same tasks repeatedly, you can create a Flow that performs them automatically.

For example, you can:

  • Send a WhatsApp message when a customer places an order.

  • Send a Slack message when a new lead is added to Google Sheets.

  • Create a CRM contact when a form is submitted.

Once your Flow is live, it runs automatically whenever its configured trigger occurs.




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What is a Flow?

A Flow is an automation that runs a sequence of steps to accomplish a specific task.

A Flow typically starts with a Trigger and then performs one or more Actions or other steps.

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Trigger

A Trigger is the event that starts a Flow.

Examples:

  • A new row is added to Google Sheets.

  • A new email arrives in Gmail.

  • A customer submits a form.

  • A scheduled time is reached.

  • A webhook is triggered.

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Action

An Action is a task performed by a Flow.

Examples:

  • Send an email.

  • Create a contact.

  • Send a Slack message.

  • Update a record.

  • Run an AI Agent.

A Flow can contain multiple steps depending on what you want to automate.

For detailed instructions, see  Make Your First Flow.




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What Can You Do with viaSocket?

With viaSocket, you can:

  • Automate repetitive tasks.

  • Connect apps and services.

  • Move data between applications.

  • Build multi-step automations.

  • Add conditions and logic to your workflows.

  • Use AI in your workflows.

  • Connect to services through APIs.

viaSocket supports 2,300+ apps, including Gmail, Slack, Google Sheets, Notion, WhatsApp, HubSpot, Shopify, and more.




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Explore viaSocket Products

viaSocket provides products and capabilities for automation, AI, data, and integrations.

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AI Agents

Create AI-powered agents that can understand requests, process information, and perform tasks.

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MCP

Connect AI systems with apps, data, and actions so they can interact with connected services.

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Plugin Builder

Build custom integrations for apps or services that aren't already available in viaSocket.

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viaSocket Tables

Store and manage data that can be used across your Flows and automations.




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Build Flows with AI

You can also use Build with AI to create a Flow by describing what you want to accomplish in natural language.

For example:

When a new lead is added to Google Sheets, send a Slack message with the lead's details.

Build with AI can create the required workflow and ask questions when additional information is needed.




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Next Step

Ready to create your first Flow?

Make Your First Flow




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Need help?

If something isn't working, reach out to [email protected].

Include your Flow name and a screenshot of the History/Log for faster resolution.