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.

The "Response" in viaSocket enables users to set responses for webhook URLs, dictating the behavior when the URL is accessed. Whether users prefer a default response provided by viaSocket or desire a customized response tailored to their specific needs, this feature offers flexibility and control over webhook interactions.

Default Response: viaSocket offers a default response option, providing users with a quick and convenient way to set a standard response for their webhook URLs. This default response can be easily configured within the viaSocket interface.

Custom Response: For users seeking greater customization, viaSocket allows the creation of custom responses. This feature empowers users to define the exact content and format of the response, enabling them to meet unique requirements and integrate seamlessly with their existing systems.

Users can select the default response option within the viaSocket webhook configuration.

The default response is automatically sent whenever the webhook URL is accessed, providing a consistent reply without additional configuration.

                     Customizing Response:

Users have the option to customize the response according to their specific needs.

They can define the HTTP status code, content type, headers, and body content of the response.

• Confirmation Messages: Set up default or custom responses to acknowledge receipt of webhook requests, providing users with immediate feedback.
• Data Validation: Utilize custom responses to validate incoming data from webhook requests, ensuring compliance with specified criteria before processing further.
• Error Handling: Configure responses to communicate errors or exceptions encountered during webhook processing, aiding in troubleshooting and resolution.
• Integration Support: Customize responses to align with the requirements of integrated systems or applications, facilitating seamless data exchange.

The "Response" in viaSocket empowers users to control and manage webhook interactions effectively. Whether opting for a default response or crafting a customized reply, users can ensure that webhook requests are handled appropriately, providing consistency, reliability, and adaptability to their automation workflows.

In viaSocket logs are the history to know what was the request and response in each run.

                     

Logs contain the payload and response of the data when we run our workflow so you can check that your steps are working properly or not. Logs appear only when your flow run successfully or not in queue. 

Step by step guide on how to view logs in viaSocket.

These logs contain essential information such as the payload and response data, allowing users to monitor the execution of their workflows effectively. By reviewing the logs, users can verify whether each step of their workflow is functioning as intended. 

Notably, logs are only generated when a workflow run either succeeds or fails, ensuring that users receive timely feedback on the status of their operations. This feature enables users to troubleshoot any issues promptly and ensures smooth and efficient workflow management within viaSocket.

Metrics in viaSocket allows you to gain insights into the performance of your workflows and automation processes. You can access all your workflow data here.

                         

Metrics helps you understand how your workflows behave under different conditions. By analyzing metrics data, you can identify patterns, trends, and anomalies, enabling you to make informed decisions about optimizing your automation processes.

Metrics allows you to track the success and failure rates of your workflows and individual steps within those workflows. This helps identify areas of improvement and troubleshoot issues quickly.

Metrics serve as a feedback mechanism for continuous improvement. By regularly monitoring and analyzing metrics data, you can identify opportunities for optimization and enhancement in your automation processes.

In summary, metrics in viaSocket play a crucial role in measuring, analyzing, and optimizing the performance of workflows and automation processes. By providing insights into performance, behavior, and success rates, metrics empower users to make data-driven decisions and continuously improve their automation workflows.

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.

Triggers kick off the entire Automation by responding to a specific event or condition. When the trigger event or condition occurs, viaSocket detects it. 

                    

When setting up triggers on viaSocket, it connects to the API of the respective application to retrieve information about trigger events. viaSocket relies on the capabilities provided by that API. The type of trigger available (whether polling or instant) is determined by how the application's API is designed.

While Instant Triggers excel in real-time event-driven automation, Polling Triggers offer a different approach, particularly suitable for scenarios where real-time updates are unnecessary or impractical. Polling Triggers involve periodically querying an external data source, typically through APIs, to check for updates or new information.

Polling triggers involve regularly checking for updates or changes within an application at predefined intervals. Instead of responding immediately to events, these triggers periodically scan for new data or changes. 

APIs (Application Programming Interfaces) serve as the bridge between different software applications, allowing them to communicate and exchange data. With Polling Triggers, viaSocket interacts with external systems through their APIs, retrieving relevant information at predefined intervals.

2. At a regular interval of 15 mins, viaSocket sends API requests to the designated endpoints of the Notion, querying for updates or new data since the last query.

3. Upon receiving the API response, viaSocket processes the retrieved data, identifying any new orders or relevant changes.

4. Based on the processed data, viaSocket triggers the workflow that you set up, such as updating inventory records or sending order confirmation emails to customers.

In essence, viaSocket adheres to the capabilities provided by each application's API to determine the type of triggers available for automation. If an application supports webhooks, viaSocket can leverage instant triggers for real-time automation, whereas applications without webhook support will rely on polling triggers to periodically fetch updates.

By understanding the nuances of Instant and Polling Triggers and how they interact with webhooks and APIs, businesses can harness the full potential of workflow automation to streamline operations and drive growth.

Embedding viaSocket into your application allows you to provide seamless automation features to your users, enhancing their productivity and extending the functionality of your platform. viaSocket offers a wide range of integrations with popular apps and services, enabling users to automate workflows and connect their favorite tools without leaving your application's environment.

                         

1. Seamless Integration: Embedding viaSocket enables users to access its automation capabilities directly within your application, eliminating the need for them to switch between multiple tools or interfaces.
2. Extensive Integration Library: viaSocket offers integrations with thousands of apps and services, allowing users to automate tasks across a diverse range of platforms, including project management tools, CRMs, email marketing platforms, and more.
3. Customization: You can customize the embedded viaSocket interface to align with your application's branding and user experience, providing a cohesive and seamless integration for your users.

Embedding via viaSocket Platform:

viaSocket provides a platform for developers to embed viaSocket functionality directly into their applications.

Developers can use viaSocket's Embed SDK to integrate viaSocket components, such as the workflow editor or trigger/action selection, into their application's interface.

Authentication and Authorization:

Users authenticate with their viaSocket account within the embedded interface to access their existing workflows (automated workflows) and create new ones.

OAuth 2.0 authentication is typically used to securely authorize access to a user's viaSocket account from within your application.

Workflow Creation and Management:

Users can create and manage their workflows directly within the embedded viaSocket interface.

They can choose triggers (events that initiate workflows) and actions (tasks performed in response to triggers) from the available integrations and configure them to suit their needs.

Integrating viaSocket into your app offers a multitude of benefits for your users, enhancing their experience and productivity while using your platform. Let's delve into the advantages they can enjoy:

1. Enhanced Connectivity:

By embedding viaSocket into your app, you provide users with seamless connectivity to a wide array of third-party applications and services. This means users can easily integrate their preferred tools and platforms with your app, expanding its functionality and versatility. Whether they need to sync data, automate tasks, or trigger actions across different systems, viaSocket integration ensures smooth interoperability.

2. Streamlined Workflows:

One of the key benefits users derive from viaSocket integration is the ability to streamline their workflows. With automated processes facilitated by viaSocket, users can eliminate repetitive tasks and manual data entry, saving valuable time and effort. 

3. Increased Productivity:

The integration of viaSocket into your app leads to increased productivity for users. Real-time data synchronization ensures that users have access to up-to-date information across different applications, enabling them to make informed decisions and collaborate more efficiently. Whether it's accessing the latest sales figures from their accounting software or viewing project updates from their task management tool, users can stay productive without having to switch between multiple platforms.

4. Customization Options:

viaSocket integration offers users the flexibility to customize their integrations according to their specific needs and preferences. This means users can tailor the integrations to suit their unique workflows and business requirements. Whether they need to map custom fields, define trigger conditions, or specify actions, viaSocket provides the tools to create personalized integrations that align with their objectives.

5. Improved User Experience:

Overall, embedding viaSocket into your app enhances the user experience by providing seamless connectivity and automation. Users benefit from a cohesive workflow where data flows effortlessly between different systems, eliminating silos and improving efficiency. With viaSocket integration, your app becomes a central hub for managing data and processes, offering users a more intuitive and enjoyable experience.

By leveraging viaSocket's capabilities, you can create a more valuable and engaging platform for your users, driving satisfaction and loyalty.

Creating multiple workflows often leads to situations where you need a similar workflow with minor adjustments. viaSocket offers a convenient solution, the ability to "duplicate a workflow". 

            

This feature allows you to easily replicate a specific workflow within the same workspace or across different projects. With this handy feature, there's no need to recreate the same workflow repeatedly for minor modifications.

Step by step guide on how to Duplicate your workflow in viaSocket

In simple terms, a webhook is a way for one application to send real-time data to another application as soon as an event occurs. Think of it like a notification system. When something happens in one application, a signal is sent to another application, letting it know about the event. By using a webhook you can send data from any external application to viaSocket. Webhook acts as a trigger which triggers the whole flow every time a request is made to its URL.

                         

The "Webhook" feature in viaSocket is a powerful tool that enables you to seamlessly trigger workflows, providing instant automation.

Step by step guide on how to trigger your workflow using Webhooks in viaSocket

Webhooks provide real-time responsiveness by allowing external systems or applications to notify viaSocket immediately when an event occurs. This eliminates the need to rely on scheduled intervals or manual triggers, ensuring that your workflows leap into action instantly.

Once you've added the Webhook block to your workflow, copy the generated webhook URL and save it. This URL acts as the endpoint that external systems or applications will use to trigger your workflow.

You can view the incoming webhook data from your app. Refresh to view the updated data.

In summary, the Webhook feature in viaSocket provides a direct link to triggering workflows effortlessly, enabling real-time automation. By following simple integration steps, you can seamlessly connect external systems or applications to viaSocket and ensure that your workflows respond instantly to relevant events.

In this post, we'll walk you through what Automation are, how they work, and how to set them up for workflows.

1. What are Automations?
2. How Automations work?
3. Setting up Automations in viaSocket

Automation in viaSocket is the playground for workflow automation, its main purpose is to help users create workflows. They allow you to connect different apps and services, enabling data to flow between them and triggering actions based on specific events or conditions.

Automations in viaSocket are highly customizable, allowing you to tailor automation workflows to fit your unique needs and preferences.

Let's break it down into two simple parts: triggers and actions.

Triggers: The Starting Point

They kick off the entire Automation by responding to a specific event or condition. For example, a trigger could be receiving a new email, a form submission, or a new entry in a spreadsheet. Once the trigger is activated, it sets the Automation in motion.

Actions: Tasks to be executed

Actions are the next steps in Automation. Once the trigger sets things in motion, actions come into play to perform specific tasks or operations. These tasks could be anything from sending an email, creating a calendar event, updating a database, or posting on social media. 

Putting It All Together

Imagine you want to automate the process of sending a "thank you" email every time someone signs up for your newsletter. The trigger would be the new subscriber joining your list, and the action would be sending the "thank you" email automatically. Together, these make up an Automation that saves you time and effort.

You can set up multiple actions to be executed sequentially, each performing a specific task or operation. Imagine you want to streamline your customer onboarding process. You can set up an Automation where a trigger, like a new customer sign-up, initiates a series of actions: sending a welcome email, adding their information to your CRM system, and assigning a follow-up task to a team member.

Let’s set up an Automation to integrate Typeform with Slack such that whenever a new entry is made in Typeform, this connection automatically sends a message to a special Slack channel. This helps everyone stay informed about new business opportunities without having to do it manually.

Step by step guide to create workflow to send Slack channel message for every Typeform entry 

 That's it! Once you've chosen your trigger and action, your Automation is set up and ready to go. You can now click on "Make Live" to publish your Automation and activate it.

Automations are the heart and soul of viaSocket, enabling you to automate tasks, streamline processes, and unlock new levels of efficiency. Whether you're a seasoned pro or just dipping your toes into the world of workflow automation, Automations are your ticket to smoother, more productive operations. So why wait? Dive in and start building your first Automation today!

• 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.
• Conservate system resources by pausing workflows not currently needed.
• 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.

Step by step guide on how to pause, reactivate and delete your workflows:

• Reactivating a paused workflow allows you to seamlessly resume its execution from where it left off. This minimizes disruption and ensures continuity in your automated processes.
• Instead of recreating or reconfiguring a workflow from scratch, reactivating allows you to quickly restore its functionality. This saves time and effort, especially for complex workflows with multiple steps.
• Reactivation preserves the original configuration and settings of the workflow, eliminating the need to reconfigure parameters or reapply customizations.

• 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.

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.

A multi-step workflow in viaSocket is a sequence of actions that are executed in a specific order to achieve a particular goal. These workflows are ideal for automating complex tasks that require several steps to be completed. Multi-step workflows can streamline processes, reduce errors, and improve efficiency by automating repetitive tasks. You can even change the order of these steps easily using the drag and drop feature of viaSocket.

             

1. Sequential Execution: 

Multi-Step workflows allow you to arrange actions in a specific order, ensuring that each step is executed sequentially.

2. Conditional Logic: 

You can incorporate conditional logic, such as IF Conditions, to create dynamic workflows that respond to different conditions.

3. Monitoring and Tracking: 

viaSocket offers monitoring tools called Logs and Metrics that allow you to track the progress of a multi-step workflow in real-time, view the status of each step, and identify any issues that may arise.

4. Customization: 

Multi-Step workflows can be customized to suit your specific requirements, allowing you to tailor them to your unique workflow needs. You can add any third-party applications in the flow and can also change the order of these steps.

Step by step guide on how to make multi-step workflows in viaSocket

1. Identify the Steps: Start by identifying the individual steps involved in the workflow. Break down the task into smaller, manageable steps.
2. Arrange the Steps: Arrange the steps in the order in which they need to be executed. Consider dependencies between steps and any conditions that need to be met.
3. Test the Workflow: Before deploying the workflow, test it to ensure that each step is executed correctly and that the workflow as a whole produces the desired outcome.
4. Deploy the Workflow: Once the workflow has been tested, deploy it to automate the task.

 

Can I include conditional logic in a multi-step workflow?

Yes, you can include conditional logic, such as IF Conditions, in a multi-step workflow in viaSocket. This allows you to create dynamic workflows that respond to different conditions.

Can I delete any particular step in a multi-step workflow?

Yes, you can easily delete any step from the multi-step workflow by selecting the triple dot next to the step and then clicking the delete button.

How can I monitor the progress of a multi-step workflow?

viaSocket provides monitoring tools that allow you to track the progress of a multi-step workflow in real-time. You can view the status of each step, their execution time and the number of invocations involved.

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

                       

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.

​

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.

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.

What is an ‘Workspace’ in viaSocket?

Workspace in viaSocket is a virtual entity similar to a company, school or any group that you want to manage. It acts as a container for your workflows, allowing you to group related tasks and users together.

How do I create a new workspace?

Creating a new workspace in viaSocket is simple. Just click on the "create new workspace" button on the dashboard and type the desired name for your Workspace and then click on "create new workspace". And in this way, your workspace is created.        

Can I have multiple workspaces in viaSocket?

In viaSocket, users have the flexibility to create multiple workspaces, and there is no specified limit on the number of workspaces that can be established. This allows you to manage different groups or projects separately, keeping their workflows and members organized and distinct.

Can I switch between different workspace in viaSocket?

Yes, you can switch between different workspace in viaSocket. This allows you to work on different projects or groups without any confusion, as each workspace is kept separate from the others.

What are ‘Members’ in viaSocket?

Step by step guide on how to add Team Members in viaSocket for collaboration

How to invite members?

To add a member to your workspace in viaSocket, you need to navigate to your workspace's section on the platform. Here, you'll find an option of ‘Members’. You can find the list of all members who are currently accessing the Workspace and can also invite new members by simply entering their email ID. This feature allows you to invite colleagues or team members to join your workspace on viaSocket, facilitating collaboration and team management within the tool.

Email to Flow is a unique tool offered by viaSocket which provides you with a unique email address that can be used to trigger workflows. You can send emails to this mail address and use the data from them to perform certain actions to automate processes. You can set up email forwarding from your mailing platform to this email address and eliminate the manual processing of incoming emails.

You can set up different workflows to handle each category of incoming emails in custom ways, as there are no limits to such email addresses. You get a unique email address for each new flow. 

Step by step guide to set-up Automatic Email forwarding in Gmail

You can set up rules to automatically forward relevant emails to viaSocket, triggering predefined workflows. This eliminates the need for manual data entry and ensures timely responses to critical emails, improving efficiency and customer service. Let's discuss it.

1) Open Gmail on your computer.

2) Go to Settings> See all Settings

3) Click on Add a Forwarding Address.

4) Add the unique email address from Email to Flow

                     5) Click Next >Proceed >OK.

6) Now Gmail sends a verification link to the above email address which you can find in Logs in “textbody”

7) Copy the link and paste it in your browser, click on Confirm in the new window.         8) Refresh your Gmail settings page, you will see something like this:

         9) Select option Forward a copy of incoming mail to, this will set up your Gmail to forward all your mails to viaSocket’s Email to Flow.

10) Now to forward only selected emails, you will have to create a filter in your Gmail.

11) Click on creating a filter, you can set up your filter from here to send specific types of emails only to the flow, for example you can specify certain keywords in Include the words to forward only those emails that have your specified keywords in the body of the mails.

           12) Once you have specified your conditions, click on Search, Gmail will first show you the emails matching with your specified conditions. 

13) Then click on Advanced Search to open the above dialog box again, click on Create filter

14) Now select Forward it to: and select the email address from viaSocket’s Email to Flow.

Congrats your email forwarding is successfully set up to trigger your workflow. You can now return to viaSocket to set up the required workflow.

• Create Your Workflow: First, create your workflow by configuring the desired automation steps and settings.
• Confirm Publication: Review your workflow one last time and click on the Make Live button to make it available for execution.

Step by step guide on how to publish your workflow in viaSocket:

• Access Workflow: To edit a published workflow, locate the workflow in your dashboard and open it.
• Make Changes: Modify the workflow as needed by adding, removing, or adjusting automation steps, triggers, or settings.
• Save Changes: After making your modifications, click on Make Live to update the published workflow.
• Versioning: When you save the changes, viaSocket automatically creates a new version of the workflow, preserving the previous version.
• Manage Versions: You can access and manage different versions of the workflow, allowing you to revert to previous versions if needed.

• If you wish to discard changes and revert to the previous published version, simply click on Discard Changes.

                      

Projects in viaSocket are specific tasks or initiatives that are created within a workspace. The advantage of making a project is that you can manage multiple projects for multiple tasks related to the same workspace. Within a project, you can manage flows and interfaces.

Creating projects in viaSocket offers several advantages. It allows you to manage multiple tasks or initiatives within the same workspace efficiently. Within a project, you can create or delete flows and interfaces.

Step by step guide on how to create Scheduled workflows.

                                 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.

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.

Let say you have created a flow but you want to rearrange your step. Well, no worries, just click on the left side of your step, four dots will appear, hold it and just drag and drop it where you want to place it.  

                    

• With a simple click and drag, users can effortlessly adjust the sequence of steps in their workflow.
• The ability to rearrange steps provides users with the flexibility to customize their workflow according to their specific requirements.
• Users can quickly modify their workflow without the need for complex technical knowledge or extensive training.
• Changes made to the workflow sequence are instantly reflected, allowing users to see the impact of their adjustments in real time.
• By easily rearranging steps, users can optimize their workflow for efficiency, ensuring tasks are executed in the most logical order.

The intuitive drag-and-drop functionality promotes collaboration among team members, enabling them to easily communicate and coordinate changes to the workflow.

Chips act as placeholders where you specify where you want to map data from API calls within a workflow. They provide a way to dynamically update and organize data received from APIs during the workflow process. Each chip represents a specific piece of data that will be filled in as the workflow progresses.

When setting up a workflow, you can designate where each piece of data from the API should be placed using these chips. This mapping ensures that data flows smoothly from one step to the next within the workflow, following the specified logic or rules.

Each chip represents a specific piece of information about the employee, such as name, email, position, department, and start date.

These chips are mapped to corresponding fields in the company's employee database and other internal systems.

As the workflow progresses and APIs start sending data, the chips dynamically update with the actual data received. This allows for real-time processing and manipulation of data within the workflow based on the information provided by the APIs.

The data captured in chips can be utilized across all steps of the workflow. This means that once data is mapped into a chip, it becomes available for use in subsequent steps or actions within the workflow.

In essence, chips serve as dynamic placeholders for data within workflows, enabling seamless integration and manipulation of data received from APIs across various steps of the workflow.

Attachments in viaSocket provide the capability to fetch various types of files, documents or media from any integrated application within your workflow. viaSocket allows you to integrate external applications seamlessly into your workflow. These applications could include cloud storage services, content management systems, or any other platform where files are stored.

                              

Once you've integrated an application into your workflow, viaSocket enables you to fetch attachments from that application. This means you can retrieve files such as files, documents or media directly from the integrated platform.

It's essential to keep in mind that viaSocket has a file size limit of up to 10MB for fetching attachments. This means that any file you fetch using viaSocket should not exceed this size limit.

Once you've fetched an attachment, it will show up as an attachment object in your variables, which you can now use in further steps of your workflow. This could involve processing the file, sending it as an email attachment, or performing any other action based on the content of the fetched file.

By being able to fetch files from external applications, viaSocket enhances the automation capabilities of your workflows. You can automate tasks that involve working with files without manual intervention, streamlining your processes and saving time.

Instant triggers initiate actions immediately upon the occurrence of a specified event. These triggers provide near-instantaneous responses to events within integrated applications. 

               At the core of Instant Triggers lies the concept of webhooks. Unlike traditional APIs where you periodically poll for updates, webhooks are HTTP callbacks initiated by events. When an event occurs, such as a form submission or a new record creation, the corresponding webhook sends a payload of data to a predefined URL. viaSocket seamlessly integrates with webhooks, allowing users to create automation workflows triggered by real-time events.

1. Let's consider a scenario where you choose an instant trigger to trigger your workflow through an app integrated with our platform. 
   For example, you want to trigger a workflow whenever a new deal is created in Pipedrive.
2. So, whenever a new deal is created in Pipedrive, it triggers a webhook, sending relevant data (such as the deal’s details) to your flow in viaSocket.
   
                     
   
   
3. viaSocket receives the webhook payload, interprets the data, and initiates the workflow that you set up, such as creating a new task in a project management tool or sending an acknowledgement email to the customer.
4. The automation workflow executes instantly, ensuring prompt response to the new deal created in Pipedrive without any manual intervention.

Each application's API defines the type of triggers it supports. Most APIs offer methods for polling data, for applications to support instant triggers, they must offer webhooks. 

In essence, viaSocket adheres to the capabilities provided by each application's API to determine the type of triggers available for automation. If an application supports webhooks, viaSocket can leverage instant triggers for real-time automation, whereas applications without webhook support will rely on polling triggers to periodically fetch updates.

A workflow is an automated flow of processes that you wish your apps to perform on their own so that you don’t have to switch between different apps and do manual data entry.

1. Choose your Trigger
2. Set up your Action(s) steps 
3. Map data
4. Make Live or Publish

Step by Step guide to create a flow to send Slack channel message for new Typeform entry

The first step in creating a flow with viaSocket is to choose a trigger. A trigger is an event that sets your automation in motion. It could be anything from receiving an email to a new entry in a spreadsheet or a new follower on social media. 

Triggers in viaSocket are of two types:

1. Instant Triggers
2. Polling Triggers

Let's walk through the steps of creating a flow in viaSocket using an example of integrating Notion and Slack.

Imagine you're a project manager using Notion to organize tasks and track project progress. Your trigger could be "New Database Item Created" in Notion. This trigger will initiate the automation process whenever a new item is added to a database, indicating a new task or project milestone.

• Trigger: "New Database Item Created" in Notion.

Once you've chosen your trigger, it's time to set up the action steps that you want viaSocket to perform in response to that trigger. Actions can range from sending an email, creating a task in your project management tool, updating a spreadsheet, or even posting on social media. 

You can choose from a vast library of viaSocket to integrate any application that you want.

You can add multiple action steps to a single flow, allowing for complex automation sequences. Additionally, you can also incorporate conditions to ensure that certain actions are performed only when specified criterias are met.

Continuing with our example, nextstep would be to define the action step you want viaSocket to perform in response to the trigger. In this scenario, your action step might be "Send Message to Slack Channel." This action will automatically notify your team in a designated Slack channel whenever a new item is created in the Notion database, ensuring everyone stays updated on project developments.

• Action Step: "Send Message to Slack Channel."

Mapping data involves defining how information flows from one application to another in your automation. You'll need to specify which data from the trigger event should be used in your action step.

viaSocket uses chips to map data in workflows. Once you integrate an app with viaSocket, it stores the incoming data from those apps in these chips.

Let’s see it in our example, how to map relevant data from Notion to Slack, such as the title of the new database item and any associated details or deadlines. This mapping ensures that the message sent to the Slack channel provides clear information about the new task or milestone, enabling team members to take appropriate action.

• Data Mapping: Map item details such as title and deadlines from Notion to Slack.

The final step is to publish your workflow by clicking on Make Live. By publishing the flow, you enable it to run automatically whenever the trigger conditions are met, initiating the defined actions without requiring manual intervention. This ensures that your workflow operates seamlessly and efficiently, saving you time and effort in executing repetitive tasks.

Once you've configured your trigger, action step, and data mapping, make your automation live. Activate the automation within viaSocket to start monitoring your Notion database for new item creations. Whenever a new item is created, viaSocket will automatically send a message to the designated Slack channel, keeping your team informed and aligned on project updates.

• Make Live: Activate the automation to notify your team in Slack whenever a new item is created in the Notion database.

By automating this process, you can streamline task management workflows, improve communication among team members, and ensure timely completion of projects.

viaSocket offers a user-friendly interface and powerful automation capabilities to help you streamline your workflow and boost productivity. Whether you're automating customer communications, data entry, or task management, viaSocket makes it easy to create customized workflows tailored to your specific needs.

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.

                   

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.

• 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.

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 action steps on or off, controlling their execution.
2. Flexible Adjustments: Adapt workflows to changing needs by pausing or reactivating action steps without reconfiguration.
3. Efficient Testing: Test and debug specific action 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 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.