FAQ
Embed

Embed

Add automation to your SaaS

Embed is a feature that allows SaaS platforms to integrate viaSocket’s automation capabilities directly into their product. 

This enables users to seamlessly create, manage, and execute workflows across 1,500+ supported apps, all within the platform.


Benefits of Embedding viaSocket in Your App

  • Simplify User Experience: Provide easy, ready-to-use automation for users with minimal setup.

  • Boost Conversion: Increase adoption by offering integrations with popular apps.

  • Competitive Advantage: Offer relevant, ready-to-use workflows in key areas of your product.

  • Seamless Integration: Embed the widget with one simple snippet anywhere on your site.

  • Increase Customer Stickiness: Reduce context-switching by keeping users engaged with relevant, pre-built workflows.

  • Expand Connectivity: Let users connect to thousands of apps, boosting retention and lifetime value.


Get Started

  1. Publish Your Integration

  2. Choose Your Embed Solution

    • Decide which embed element best fits your product and users:

      • Workflow Embed

      • Action Embed

      • Auth Embed

  3. Follow the Step-by-Step Guide

    • Follow the detailed guide provided for integrating your selected embed solution into your product.

  4. Deploy and Drive Adoption

    • Launch your automation experience and encourage users to discover and use it directly within your product.


viaSocket offers three embedding use cases to bring automation and integrations into your SaaS product. Each embed type offers a different level of user control and integration complexity.

1. Workflow Embed

This embed allows users to build complete workflows using a visual builder inside your application. Users can define what triggers the workflow (either from your app or external apps) and what actions to perform (using your app or third-party services). (

Learn More

)

2. Action Embed

This embed allows users to configure what actions to take when predefined events occur in your app. Users do not create or manage triggers — the system sends those events behind the scenes.

Advanced Use Case :

AI Embed

To embed viaSocket into your chatbot or LLM, you can use the AI Embed feature. This allows your chatbot or LLM to execute automated workflows, connect with external services, and make intelligent, real-time decisions.

Learn More

3. Trigger Embed

Trigger Embed works by allowing users to select specific triggers that initiate predefined actions, providing flexibility while maintaining consistency in how tasks are automated.

Learn More

image.png

Choosing the Right Embed

  • Use Workflow Embed to let users build their own automation logic using both triggers and actions.

  • Use Action Embed to keep control over system triggers while letting users define outputs.

  • Use AI Embed when you just need to give users a secure way to connect apps — without workflows.

  • Use Trigger Embed ideal for platforms that want to let users easily automate processes based on fixed triggers while keeping the actions consistent and predefined.

Need help implementing these or combining them? Contact us at

[email protected]

. We're here to help.

Embedding Use Cases
Aug 4, 2025

viaSocket Embed enables AI and LLM (Large Language Model) applications to integrate with third-party services for fetching or sending data. This allows your AI system to authenticate, collect data, or perform operations with external tools seamlessly.

How the Process Works:

• Data Flow via Webhooks: Your AI or LLM system sends data to a Webhook URL provided by viaSocket Embed.

• Perform Operations: viaSocket Embed will then execute the desired operation, such as fetching data from an external service or sending data to another tool.

• Return Results: The results of the operation are returned to the same Webhook URL, enabling your AI system to act on the received data immediately.

• Customization with CONNECT TYPE: You can further customize this data flow using the CONNECT TYPE tab in the embed settings, allowing more advanced control over how the data is processed and returned.

Why Use a Webhook in AI Applications?

AI Chatbots: Webhooks allow for dynamic, intelligent responses based on real-time data, ensuring your chatbot delivers relevant and personalized interactions.

Live Data Processing: Enable your AI system to get immediate insights and updates from external services, allowing for quicker decision-making and smarter automation.

Custom Event Handling: Webhooks allow you to execute personalized actions when specific events occur, such as when a customer submits a request or a product is updated.

Steps to Get Started

  1. Login:

    • Log in to your viaSocket account.

  2. Access Integration Settings:

• Click on your company name in the top-right corner of the dashboard.

• From the dropdown, select Embed under the Integration section.

  1. Select Webhook as Primary App:

• In the embed settings, choose Webhook as the primary method for your LLM or AI system to send and receive data.

  1. Select Third-Party Apps to Connect:

• Choose the third-party apps that you want to integrate with your LLM or AI system. These can include tools for CRM, communication, analytics, and more.

By following these steps, you’ll be able to integrate your LLM or AI system with third-party services, allowing seamless data exchange and enhancing the functionality of your system.

Webhook Configuration Option:

image.png

  • Response Type:

    • Default: Simple, non-interactive responses.

    • Custom: Tailored responses with dynamic data.

    • Ask User at Runtime: Requires user input during the execution.

    • Predefine Response: Automated responses without user interaction.

  • Execution Mode:

    • Run Workflow Once with Full Payload: Process a large data payload all at once.

    • Run Workflow Separately for Each Item in an Array: Handle individual items in a collection separately.

By choosing the right configuration, you can ensure your webhooks work efficiently and meet your application's specific needs.

How embed Works with AI and LLM Apps
Aug 4, 2025

To integrate viaSocket Embed with your SaaS application, you need to decide how you want to handle data:

Fetching data from third-party apps: You can retrieve data from external apps and perform actions within your SaaS.

Sending data to third-party apps: You can send data to external tools or services from your SaaS.

Bidirectional data flow: You can perform both actions (fetching and sending data) within your application.

Steps to Get Started:

1. Build Your SaaS Application:

• Login: Go to viaSocket and log in to your account.

• Access Plugin Builder: Click on your company name in the top-right corner, then select Plugin Builder.

• Start Building: Follow the instructions to begin creating your application within the viaSocket marketplace. For detailed steps, refer to the help guide available during the app/plugin-building process.

2. Create the Embed:

Login to viaSocket: After your application is built, log in again.

Access Integration Embed: Click on your company name (top-right corner), and select Integration Embed.

Choose Your App: Select the app you just built.

Set Available Actions and Events: Choose which actions and events you want to make available to your end users. This will define how users can interact with the app and trigger workflows.

Embed Settings: In the settings, select which third-party apps you want to show to your users and integrate with.

Why use viaSocket embed in your SaaS Application?

Flexibility: Easily fetch and send data to and from external services, enabling a wide range of use cases for your users.

User Customization: Allow users to select actions and events that are relevant to them, creating tailored workflows.

Scalability: Start small and scale your integrations as needed, expanding your SaaS platform's capabilities to support more than 5000 third-party apps.

Setting Up Connections:

When you choose a service (e.g., Google Sheets, Slack, etc.), you will have the option to configure its connection type:

Screenshot 2025-08-04 at 3.00.36 PM.png

  • Select Both if you want to use both triggers and actions with that service.

  • Choose Trigger if you only need the system to react to certain events.

  • Choose Action if you want to automate tasks such as sending data or modifying content.

This system helps to automate workflows, saving time and improving efficiency by connecting various apps to interact seamlessly based on user-defined rules.

How Embed Works with SaaS Applications
Aug 4, 2025

Step-by-step breakdown of how the backend and frontend interact to pass the necessary JWT token for authentication.

Screenshot 2025-07-29 at 11.37.44 AM.png
  1. Backend (Your App Backend)
    • Create an Endpoint: First, create an endpoint on your backend to generate the JWT token for the user.
    • Generate JWT Token: The backend generates the JWT token after validating the user’s session or credentials. The token is generated using your unique org_id, user_id, project_id, and an access key. (

    Learn how to generate JWT Token

    )
    • Encryption: The JWT token is encrypted using HS256, ensuring secure transmission.
    Send JWT Token: Once generated, the backend sends the JWT token to the frontend.

  1. Frontend (Your App Frontend):
    • Request the JWT Token: The frontend sends a request to the backend’s endpoint, triggering the backend to generate the JWT token.
    • Receive the Token: The frontend receives the JWT token from the backend.
    Embed Token: The JWT token is embedded in the script tag with the ID viasocket-embed-main-script as the embedToken parameter. This ensures each user has a unique flow, securing data isolation.


  2. viaSocket Embed:
    • Send Token to viaSocket Embed: After receiving the JWT token, the frontend passes it along with the embed request to the viaSocket embed.
    • Authentication and Loading Embed: The viaSocket embed authenticates using the JWT token and, if successful, loads the embedded component within your platform.

Watch this Demo :

📌

Note:
• The demo uses Webhook as the primary app. You can replace this with your own app.
• For testing with your configuration, replace org_id, projectid, and secret with your embedding credentials, which you’ll receive during the embed creation process.

Embed Authentication Architecture
Jul 29, 2025

Create an Integration

Choose your service and its actions or triggers it allows for other apps to integrate, if you are choosing a webhook as trigger you can also choose the response format.

Script Integration

  1. Add the Embed Script to Your Code:

  • Copy the code snippet provided below and paste it into your web page where you want the embed to appear. This script loads the necessary embed content into your app.

    <button   id="viasocket-embed-open-button"  onclick="openViasocket()" > Open Integrations </button>
    <script id="viasocket-embed-main-script"  src="https://embed.viasocket.com/prod-embedcomponent.js"
    embedToken="eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJwcm9qZWN0X2lkIjoicHJvamUyR20zNlZ0Iiwib3JnX2lkIjoiODA2OSIsInVzZXJfaWQiOiJvS2xOZyIsImlhdCI6MTc1NDI5MDk5M30.VSpnGSiqLotw1RgUAHejeB6NoOrqVi3czLIoC0tVhYQ"></script>

Token Creation

  1. Create a JWT Token:

  • The embedToken in the script needs to be generated. This is a secure token used to authenticate and load the embedded content.

  • To create this token, use your access key, org_id, project_id, and user_id.

{
  "org_id": "4160",
  "project_id": "projouMemJ2Q",
  "user_id": "unique_user_id"
}
  1. How to Create the Token:

  • Use a JWT (JSON Web Token) to create this token by signing it with your access key.

  • Once created, insert the embedToken in the script tag. (

    Guide to create JWT token

    )

  • You can create a token simply with

    jwt.io

    .

Configure Display and Embed Settings

  1. Display Settings:

  • Control the visibility of features like enabled flows, templates, and webhooks.

  • Hide advanced options (e.g., custom logic, API) from non-technical users for a simplified interface.

  • Option to show popular integrations and prioritize them for users.

  1. Choose Display:

  • Customize the button title and add a custom title and subtitle to clarify the purpose.

  • Choose between different display types: full-screen, side sliders, or pop-up modals for embedding.

  1. Button Type and Dimensions:

  • Default button style or custom styling for flexibility.

  • Set the button’s height and width to either full (100%) or custom sizes depending on the space available.

  1. Available Integrations:

  • Integrate third-party apps like Webhooks, Google Sheets, Airtable, and more to enhance your app’s functionality.

By configuring these settings, you can tailor the integration’s user interface, enhance usability, and efficiently manage the third-party integrations.

Steps to integrate Embed
Aug 4, 2025

What is a JWT Token, and Why is it Used in viaSocket Embed?

A JWT (JSON Web Token) is a compact, URL-safe means of representing claims between two parties. It is used for securely transmitting information between the frontend and backend, especially in scenarios where authentication and data integrity are crucial.

In the context of viaSocket Embed, the JWT token serves a critical purpose:

  • Authentication: The token ensures that the communication between your application and viaSocket’s services is authenticated, verifying that the user and the project are valid.

  • Security: The JWT token is encrypted using HS256, ensuring that sensitive data is transmitted securely and cannot be tampered with during transit.

How to Generate a JWT Token for viaSocket Embed?

To ensure secure and authenticated communication in the viaSocket Embed, you need to generate a JWT token with the appropriate details and encryption. Here’s a step-by-step guide to generate the token:

1. Obtain the Required Information:

  • org_id: Your organization’s unique identifier.

  • user_id: The unique identifier for the user (usually an email or username).

  • project_id: The unique identifier for the project or application within viaSocket.

  • access_key: A secret key provided by viaSocket for encrypting the token.

You’ll receive these details when you create your viaSocket embed configuration.

2. Create the JSON Payload:

The payload is the body of the JWT token, containing the claims (data you want to securely transmit). A simple JSON structure might look like this:

{
  "org_id": "8069",
  "project_id": "projmdFTEvPR",
  "user_id": "unique_user_id"
}

3. Generate the JWT Token Using the Access Key:

The token needs to be signed using the HS256 encryption algorithm with your access_key. This ensures that only you can create valid tokens for your embed.

Example Code (for Reference):

const express = require('express');
const jwt = require('jsonwebtoken');
const cors = require('cors');
const app = express();

// Secret key used to sign the JWT
const accessKey = '*****************';

// Sample route to generate and return a JWT token to viaSocket embed
app.get('/token', (req, res) => {
    const payload = {
        "org_id": "6147",
        "project_id": "projR9DhphnR",
        "user_id": "unique_user_id"
    };
    
    // Generate the token
    const token = jwt.sign(payload, accessKey);
    
    // Send the token as the response
    res.json({ token });
});

// Start the server
const port = 3000;
app.listen(port, () => {
    console.log(`Server running at http://localhost:${port}`);
});

4. Embed the JWT Token in the viaSocket Embed Script Tag:

Once the token is generated, you need to pass it to the viaSocket embed script tag to authenticate the embed session.

The token is passed in the embedToken parameter of the script tag:

<button   id="viasocket-embed-open-button"  onclick="openViasocket()" > Open Integrations </button>
<script id="viasocket-embed-main-script"  src="https://embed.viasocket.com/prod-embedcomponent.js"
embedToken="eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJwcm9qZWN0X2lkIjoicHJvam1kRlRFdlBSIiwib3JnX2lkIjoiODA2OSIsInVzZXJfaWQiOiJwZUhRYyIsImlhdCI6MTc1Mzc2NjA2Nn0.oY1Juziz3u8c0Pbk1XalftacDnklK7jtvWhDv3pCREI"></script> 

Replace embedTOKEN with the actual JWT token generated from the previous step.

Example code :

async function loadViasocketScript() {
    const token = await fetchToken();
    const script = document.createElement('script');
    script.id = 'viasocket-embed-main-script';
    script.src = 'https://embed.viasocket.com/prod-embedcomponent.js';
    script.setAttribute('embedToken', token);
    document.body.appendChild(script);
}

5. Secure Data Flow and Authentication:

Once the token is embedded, viaSocket uses it to authenticate the communication and securely load the requested embed component. This ensures that each user has a unique, secure flow, and the data is isolated for each user, preventing unauthorized access.

Additional Tips :

📌

Keep Access Key Secure: The access key used for signing the JWT token should be kept private and secure. Do not expose it in client-side code.

Generate JWT Token
Jul 29, 2025

viaSocket makes it easy for you to display and enable integrations between your platform and the apps your users frequently automate with. By embedding a simple script, you can provide a seamless way for users to discover and connect integrations directly from your platform.

This script can be used on your website, blogs, or even within your product to highlight key use cases.

Integration Script

To implement this functionality, add the following script to your website:

<script 
 primaryApp ="app_slug_name"
 appName1="app_slug_name"
 appName2=""app_slug_name"
 id ='viasocket_integrations' 
 crossorigin="anonymous"
 src="https://integrations.viasocket.com/integrations.js"></script>

How It Works

  • primaryApp – Defines your platform as the main app for which integrations will be displayed.

  • appName1 to appName5 – Specifies the app’s slug name that your users frequently integrate with.

    📌

    How many apps can you integrate?

    You can integrate up to 10 apps with the primary app using a script.

📌

How to Find Slug Name of the App?

To find the slug name of the app viaSocket, follow these steps:

  1. Go to the

    integration

    page of viaSocket.

  2. Search for the app you are interested in (e.g., GoHighLevel).

  3. In the URL, after "

    https://viasocket.com/integrations/

    ", you will find the slug name of the app.

    • For example, if the URL is https://viasocket.com/integrations/gohighlevel, the slug name of the app is gohighlevel.

Simply copy the last part of the URL after "integrations/" to get the correct slug name.

Benefits of Adding This Script

  • Showcase Relevant Integrations – Display the most commonly used integrations for your platform.

  • Enhance User Experience – Allow users to discover and set up automation without leaving your platform.

  • Quick Implementation – Simply copy and paste the script, customize it, and go live.

  • Flexible Placement – Use it on your website, blogs, or inside your product to illustrate real-world use cases.

Getting Started

  1. Copy the script above and paste it into your website’s HTML.

  2. Replace your-app with your actual platform’s name.

  3. Update appName1 to appName5 with the apps your users commonly automate with.

  4. Save and deploy the changes to your website, blog, or product interface.

Once implemented, this will provide an interactive way for your users to explore and set up integrations effortlessly.

For any assistance, feel free to reach out.

Showcase Workflow Templates in your Product
Jul 30, 2025

1. Do we save the data of third-party applications that embed viaSocket?

No, viaSocket only saves the data that is necessary for debugging purposes. This includes:

  • Authentication tokens: We store user authentication tokens to ensure proper functionality and secure connections with third-party applications.

  • Flow logs: These are saved temporarily to track and troubleshoot any issues. However, this feature can be disabled if you prefer not to store flow logs.

We do not retain any unnecessary data beyond what is required for proper operation and debugging.

2. Is there an SDK or API available for the integration?

Yes, viaSocket provides both an SDK and an API for integration. You can access the necessary script and API directly through the embed configuration, allowing seamless integration with your application. The script and API are designed to give you full flexibility in embedding and customizing workflows.

3. Are there specific requirements or dependencies (e.g., libraries or frameworks) for integrating ViaSocket?

Yes, viaSocket requires a JWT-based token for integration. To handle authentication and manage token security, you'll need libraries or frameworks that support JWT (JSON Web Tokens). These libraries will help you generate, verify, and manage tokens for secure communication between your app and viaSocket. You can use popular JWT libraries like jsonwebtoken for Node.js or PyJWT for Python, depending on your technology stack.

4. Can viaSocket be embedded in different ways (e.g., widgets, iframes, API-based)?

Currently, viaSocket can only be embedded using an iframe. We provide a script for easy integration of the iframe into your application.

Additionally, viaSocket offers APIs for listing flows, apps, and their actions on the UI. These APIs allow you to directly create flows or direct users to previous flows, providing flexibility in how you manage and control the user experience within your app.

5. How is user authentication managed when embedding viaSocket (OAuth, SSO, custom authentication)?

When integrating viaSocket, user authentication is managed using a JWT-based token. The client (the service embedding viaSocket) passes this token as part of the embed settings. The token includes essential user-specific details such as:

  • user_id

  • email (optional)

  • name (optional)

  • Any custom metadata you wish to include

viaSocket verifies the JWT token using a shared secret to ensure its authenticity. Once the token is verified, the user is automatically logged in, eliminating the need for a separate login process. This provides a seamless, secure, and SSO-like experience for the user within the embedded viaSocket environment.

Embed FAQs
Aug 4, 2025

What is a Billing Partner?

A Billing Partner is a SaaS application that partners with viaSocket to provide Single Sign-On (SSO) login for their users. Through this integration:

  • Users of the Billing Partner’s SaaS app can seamlessly access viaSocket without needing separate signups.

  • These users are automatically recognized as viaSocket users through redirection and SSO authentication.

  • The Billing Partner assumes the responsibility for billing viaSocket on behalf of these users.

How Does the Billing Partner Model Work?

  1. SSO Integration
    The Billing Partner integrates with viaSocket’s SSO system, enabling their users to log in to viaSocket directly from their platform.

  2. User Redirection & Identification
    When a user attempts to access viaSocket, they are redirected via the Billing Partner’s authentication flow. viaSocket identifies these users through the SSO token and grants access accordingly.

  3. User Status & Access
    Once authenticated, the user gains access to viaSocket’s services as a valid user without needing a separate viaSocket account creation.

  4. Billing Responsibility
    The Billing Partner is responsible for paying viaSocket for all usage generated by their redirected users, based on agreed pricing and usage metrics.

Benefits of Becoming a Billing Partner

  • Seamless User Experience: Your users get immediate access to viaSocket features without creating new accounts or managing additional credentials.

  • Increased User Engagement: Offering viaSocket through SSO enhances your product’s value proposition and ecosystem.

  • Simplified Billing: Consolidate billing through your organization, eliminating the need for individual user billing management.

  • Revenue Sharing & Growth: Build a recurring revenue stream by partnering with viaSocket and enabling your users to leverage cutting-edge workflow automation.

Responsibilities of the Billing Partner

  • Implement and Maintain SSO Integration: Ensure reliable and secure SSO connectivity with viaSocket.

  • User Data Accuracy: Provide accurate user identity information for billing and access management.

  • Billing Payment: Pay viaSocket based on the usage of your users as per the terms of the partnership agreement.

  • Support Collaboration: Work collaboratively with viaSocket’s support and technical teams to resolve user access or billing issues promptly.

Technical Overview

  • SSO Protocol: viaSocket supports standard SSO protocols (e.g., SAML, OAuth 2.0, OpenID Connect). Integration details will be provided upon partnership initiation.

  • User Identification: viaSocket uses SSO tokens to map users to the corresponding Billing Partner account for usage tracking.

  • Usage Reporting: viaSocket provides usage data reports attributing consumption to the Billing Partner for accurate billing reconciliation.

Next Steps for SaaS Apps Interested in Becoming Billing Partners

  1. Contact viaSocket Partnership Team: Reach out at

    [email protected]

    for an initial discussion.

  2. Technical Integration Planning: Collaborate on SSO setup and integration timelines.

  3. Define Billing Terms: Agree on pricing, billing cycles, and usage reporting processes.

  4. Launch & Monitor: Go live with the integration and monitor user activity and billing data collaboratively.

Billing Partner
Jul 29, 2025