The inbuilt tools of viaSocket enhance your workflows by enabling advanced logic, data manipulation, and customization, ensuring smooth and efficient integrations tailored to your needs.

Our primary dashboard is dedicated to organization management, providing a centralized hub for creating and overseeing individual organizations.

The significance of an organization lies in its ability to allow users to administer members with access permissions, create distinct organizations for specific workflows, and determine whether these organizations should be public or private to restrict access.

To illustrate, envision organizations as entities similar to your company, such as a firm, school, or college, where the entire entity represents an organization.

Each organization can be treated independently, much like how you would manage distinct firms or institutions. In viaSocket, akin to managing practical organizations, you need to handle each organization separately. 

Steps to Follow:

Creating a new organization is easily accomplished by selecting the "create new org+" button, and users have the flexibility to establish multiple organizations tailored to their requirements.

​

Metrics in viaSocket are measurements that track the performance of your workflows. They provide important data on how well your workflows are running, helping you identify areas for improvement. Metrics help you monitor things like execution time, success rates, and errors.

Flow Wise & Step Wise Metrics

Metrics provide quantitative data about how well your workflows are performing. They track parameters such as execution time and status for each and every step of a workflow, allowing you to assess the efficiency of your automation processes.

Flow Wise Metrics
Flow Wise metrics give you an overview of the performance of the entire workflow. They show you the combined data for all steps within a flow, helping you track:

• Overall execution time for the entire workflow.

• Success rate and error rate for the whole flow.

These metrics give you a broad picture of how your workflow is performing.

Stepwise Metrics
Stepwise metrics focus on the performance of individual steps within your workflow. This allows you to see:

• Execution time for each specific step.

• Error rate or success rate for each step.

Stepwise metrics help you pinpoint which specific steps are performing well and which might need improvement.

Viewing Metrics in viaSocket

viaSocket presents these metrics in chart form, which makes it easy to visualise the data. You can view:

• Bar charts to compare the performance of different workflows or steps.

• Line charts to track performance over time (like changes in success rate or execution time.

Security and compliance are paramount considerations for viaSocket, ensuring the protection of user data and adherence to regulatory requirements such as GDPR (General Data Protection Regulation).

Here's how viaSocket maintains a high level of security and compliance:

Data Encryption

viaSocket employs robust encryption techniques to secure data both in transit and at rest. This ensures that sensitive information remains protected from unauthorized access or interception.

Access Control

viaSocket implements strict access control mechanisms to restrict access to user data. Access is granted only to authorized personnel who require it for legitimate purposes, reducing the risk of unauthorized data breaches.

GDPR Compliance

viaSocket complies with GDPR regulations, which are designed to safeguard the privacy and personal data of individuals. This includes obtaining explicit consent for data processing, providing users with access to their data, and implementing measures to ensure data security and integrity.

Data Minimization

viaSocket follows the principle of data minimization, collecting and processing only the minimum amount of data necessary to fulfill its intended purpose. This reduces the risk of data exposure and helps maintain user privacy.

Regular Audits and Assessments

viaSocket conducts regular security audits and assessments to identify and address potential vulnerabilities or compliance issues. This proactive approach helps ensure that security measures remain effective and up-to-date.

Secure Infrastructure

viaSocket utilizes secure infrastructure and hosting providers to maintain the integrity and confidentiality of user data. This includes implementing firewalls, intrusion detection systems, and other security measures to protect against external threats.

Data Processing Agreements

viaSocket establishes data processing agreements with its users, outlining the responsibilities and obligations of both parties regarding the handling of personal data. These agreements help ensure transparency and accountability in data processing activities.

Overall, viaSocket prioritizes the security and privacy of user data, adhering to stringent security standards and regulatory requirements such as GDPR. By implementing robust security measures and compliance practices, viaSocket provides users with confidence in the protection of their data.

Pause Workflows:

• Pausing a workflow allows you to temporarily stop its execution without deleting or altering its configuration. This can be useful when you need to investigate an issue, perform maintenance, or make adjustments.

• Pausing a workflow can help mitigate risks during critical periods or when unexpected issues arise. It gives you time to assess the situation and take appropriate actions without impacting ongoing operations.

Share Workflows:

• Share as Templates: If you have a workflow that you think others might find useful, you can share it as a template. This allows others to use your workflow as a starting point, saving them time and effort.

• Move to Another Folder: To keep things organized, you can move your workflow from one folder to another. This is especially helpful when you have multiple workflows and need to sort them based on categories or tasks.

• Duplicate Your Flow: Sometimes, you may want to make changes to a workflow without affecting the original. You can duplicate your flow, creating an identical copy that you can edit freely while keeping the original intact.

Delete Workflows:

• Temporarily remove workflows from active use without permanently deleting them.

• Clean up your workspace by moving unused or outdated workflows to trash.

• Provides a safety net in case you need to restore a workflow later.

In viaSocket, handling workflows is really easy. You can keep an eye on how your workflow is doing by looking at its history. You'll see the history option on the left side of the flow. Clicking on a specific time shows you what happened at that time. Each step in the flow will display the data from that moment.

This helps you see if it's working well, if the data is right, and if anything gets lost, you can find it in the history.

Here's why keeping track of your workflow's history is super handy

1. Checking if it Works: You can see if your workflow is doing its job by looking at when it runs. 

2. Getting the Right Stuff: You can make sure the data going in and out is correct.

3. Finding Problems: If something's wrong, you can spot it fast. 

4. Saving Lost Data: If data gets lost, you can go back to an earlier run to get it back.

📌 For example, if one day leads don't show up in your CRM, you can check the history to see what went wrong. Then, you can go back to the previous day's records to get those leads back. Easy fix!

Error handling in viaSocket involves the detection and management of errors that occur during the execution of workflow steps.

Detection of Errors

viaSocket detects errors that occur during the execution of a workflow step. These errors could be due to various reasons such as invalid input data, network issues, or API failures.

📌 For example, if a workflow encounters an error while attempting to retrieve data from an external API, viaSocket will detect the error and initiate the error handling process.

​

Skipping of Dependent Steps

Upon detecting an error in a step, viaSocket skips that particular step and any subsequent steps that depend on the data generated or processed by the erroneous step. This prevents the propagation of errors to downstream steps and ensures that the workflow continues to execute without being blocked by the error.

Execution of Independent Steps

viaSocket continues to execute other steps in the workflow that are not dependent on the data from the erroneous step. This allows the workflow to progress and perform other tasks that can be executed successfully despite the error.

By handling errors in this manner, viaSocket ensures that workflows can gracefully recover from errors and continue to execute efficiently.

How to Publish a Flow in viaSocket

Publishing your flow in viaSocket is quick and easy. Follow these steps:

1. Create and Save Your Flow
   First, create your flow and make sure to save it. After saving, test your flow to ensure everything is working as expected.

2. Find the Publish Button
   Once your flow is ready, look for the Publish button in the top-right corner of the screen. This is where you can publish your flow.

3. Add a Name and Description
   You will be prompted to enter a name and description for your flow. If you don't provide a description, the AI will generate one for you automatically.

4. Click Publish
   After adding the name and description (or letting the AI handle it), click Publish. Your flow will now be live and available for use.
   
   

At viaSocket, our latest addition, the "Bulk Transfer" feature, empowers users to seamlessly integrate their historical data into their workflows. With this feature, users can leverage their existing datasets alongside incoming data, enhancing the depth and efficiency of their processes.

📌 For example, imagine a scenario where a company has been collecting customer information for years in a spreadsheet. With the Bulk Transfer feature, they can easily import this historical data into viaSocket and incorporate it into their automated workflows. They can use this data to personalize email campaigns, tailor marketing strategies, or analyze trends over time.

This feature not only saves time but also unlocks valuable insights by allowing users to harness the full potential of their accumulated data. Whether it's streamlining operations, optimizing marketing efforts, or improving customer experiences, the Bulk Transfer feature empowers users to make informed decisions based on comprehensive data sets.

Key benefits of Bulk Transfer for users:

• Comprehensive Data Utilization: By incorporating existing data into workflow triggers, users can make full use of their historical information alongside new inputs. This enables more thorough analysis, personalized communication, and informed decision-making.

• Enhanced Workflow Efficiency: Leveraging bulk transfer streamlines the setup process for automated workflows. Users no longer need to manually input or migrate historical data separately; instead, viaSocket seamlessly integrates it into the workflow trigger, saving time and effort.

• Consistency and Continuity: Incorporating existing data ensures continuity in operations and maintains consistency across workflows. Users can build upon their past efforts and maintain coherence in their automation strategies.

• Flexibility and Scalability: The bulk transfer feature accommodates diverse data sets and scales with users' evolving needs. Whether handling thousands of records or millions, viaSocket seamlessly manages the transfer process, ensuring flexibility and scalability.

By bridging the gap between old and new data, viaSocket enables users to create more robust and insightful workflows, driving productivity and innovation across their organizations.

With viaSocket's step on/off button feature, you can precisely manage your automation workflows by turning specific steps on or off within your actions.

When a trigger is activated, the workflow executes according to the enabled steps, allowing real-time customization. This flexibility ensures your workflows remain efficient and responsive without the need to remove or recreate steps.

Understanding Step Status in viaSocket Workflows

In viaSocket, each step within a workflow can exist in one of two states:

1. On: When a step is turned on, viaSocket actively executes that step whenever the workflow is triggered. The step will check for new data and perform its designated action(s) as part of the overall workflow.

2. Off: Steps that are turned off do not perform actions or check for new data within the workflow. We might turn off a step under specific conditions:

   • If you’re temporarily pausing a specific part of the workflow while testing or debugging other steps.

   • If you need to prevent a particular action from executing due to changes in your process or temporary suspension of that action.

   • If a step is no longer relevant to the current workflow but might be needed again in the future, allowing you to keep the step available without deleting it.

By managing the status of each step, you can fine-tune your workflows in viaSocket, ensuring that only the necessary steps are active and that your processes remain flexible and adaptable.

Key Benefits

The step on/off button feature in viaSocket provides several significant benefits:

1. Precise Control: Fine-tune your automation by toggling individual steps on or off, controlling their execution.

2. Flexible Adjustments: Adapt workflows to changing needs by pausing or reactivating steps without reconfiguration.

3. Efficient Testing: Test and debug specific steps without disrupting the entire workflow for faster issue resolution.

4. Optimized Performance: Enhance efficiency by running only relevant steps, streamlining operations and improving performance.

With viaSocket’s step on/off button feature, you can effortlessly manage and optimize your workflows, ensuring they adapt seamlessly to your needs. This flexibility enhances efficiency and allows for precise control over your automation processes.

viaSocket incorporates a scheduling feature called Cron, allowing users to automate their workflows at specific times, dates, or days. Suppose you want to run your workflow after every particular interval of time so you can use Cron there. For instance, users can set up a Cron to execute a workflow every day at 10 am from Monday to Friday.

Steps to create a Cron

For instance, we will create a workflow that will send an automated message on Slack at user specific time. 

Step by step guide on how to create Scheduled workflows.

1) Create a new workflow and opt for the Cron option.

2) Enter a simple English phrase that specifies both when and how often you want the trigger to occur.

For example, every Monday at 10 AM.

3) This scheduling functionality streamlines the process of automating tasks according to specified timeframes and by doing so, every Monday at 10 AM, a message will be sent to the slack channel specified by user. 

4) You can specify cron like every minute, every 2 hours, every week etc. So, your workflow automatically executes after that time. For making cron active you have to click "Make Live" your flow. 

Cron can run your flow automatically after a given time. If you are applying a cron then you don't have to use a webhook to hit your flow.

📌 Examples of cron scheduling: 

Every Day at Noon: Every day at 12:00 PM

Every Monday Morning: Every Monday at 9:00 AM

Every Hour: Every 30 Minutes

Every Midnight on Fridays: Every Friday at 12:00 AM

These examples showcase simple Cron expressions for scheduling tasks at different intervals, days, and times. You can adjust the expressions based on your specific scheduling needs within viaSocket.