Plan your Workflow

Successful automation starts with understanding what to automate. For any viaSocket workflows, follow these steps:

1. Define the apps to connect

   • Check if the apps (like Gmail, Typeform) are available in viaSocket.

   • Ensure you have access and the necessary permissions for these apps.

2. Outline the actions needed

   • Identify the trigger (e.g., new email, form submission, or spreadsheet update).

   • Determine the information to process (e.g., contact details, order info).

   • Define the actions (e.g., create a contact, send a notification, or update a database).

For our Lead Follow Up mail scenario:

• Apps: Typeform, Gmail

• Trigger: New form submitted in Typeform

• Action: Send Follow up mail via Gmail