Step by Step Guide to Build Workflows
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.
Step 2: Add Actions
Actions are what happens after the trigger. For example, sending an email. You can add multiple actions to your workflow.
Use Built-in Tools
You can customize your workflow by adding:
Multiple Paths(If Conditions) - Trigger different actions based on conditions.
JS Code - Add custom JavaScript for flexible logic.
HTTP API Request - Connect to external services via API.
Human Intervention - Pause workflow for manual input.
Custom Logic (AI) - Use AI to make decisions and process data.
Workspace Memory - Store and use data across workflow steps.
Delay - Pause workflow for a set time before continuing.
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.
