How to use Ready-Made Automations

Ready-made automations in viaSocket are ready-to-use workflows designed to simplify automation tasks and integrate different applications.

Inside the viaSocket panel, you can browse through the list of templates from the left-side menu. You can use the search bar or category filters (like marketing, CRM, communication, etc.) to quickly find one that matches your use case.

Once you’ve selected your desired template, click on it to view its details. Then, choose the workspace where you want to install the template and click “Install Template.”

Once added, the automation will appear in your workspace. Simply complete the required connections and click Go Live to publish your workflow. Your automation will then be fully set up and ready to use.