viaSocket Help
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QuickStart
Basic of viaSocket
Make your first flow
Step by Step Guide to Build Workflows
Which AI agent
Filter and Re-execution
Flows
Create a new workspace
Manage Your Workspace
Invite Team Members to Your Workspace
Use AI to Build Workflows
Webhook as Trigger
How to Turn On Beta Mode?
Schedule Tasks with Cron
In-built Tools
Multiple Paths
Human Intervention
Human Intervention via Slack
HTTP API Request
Use JavaScript code
Delay
AI
Memory
SMTP
Break
AI Agent
Web Scraping/Crawling
SMS
viaSocket SMS Feature - What You Can & Can’t Do
Looping in workflows
How to Map Data
Multi-Step Workflow
Drag and Drop Steps in Your Workflow
On/Off Action Steps
Pause or Delete Your Workflows
Duplicate Your Workflow
Bulk Transfer – How It Works in viaSocket
Webhook Response
Publish Workflow
Request a New App, Trigger, or Action in viaSocket
Metrics
Flow alerts and notifications
History
Error Handling
Create and Share a Template of Your Workflow
How to use Ready-Made Automations
How to create and use variables in API JSON and JS code steps
Email to Flow
How to Connect Apps in via Socket
MCP Server
Fair Usage Policy
Cursor Integration
Claude Desktop Integration
Windsurf Integration
MCP vs viaSocket Embed
Python Client Integration
TypeScript Client Integration
Vapi Integration
ChatGPT Integration
Visual Studio Code Integration
Manus Integration
Gemini CLI Integration
Connect viaSocket with ToolHouse
Anthropic API MCP Server
OpenAI API MCP Server
Julius.AI MCP Server
Embed
Showcase Workflow Templates in your Product
Native Embedding
How native embed works
Benefits of Native Embedding
Integration Guide: SaaS, AI & Security
Authentication & Security
Embed Pricing Plans
Steps to integrate Embed
Embed FAQs
LLM FAQ's
Plug Builder
What is Plugin Builder in viaSocket?
Steps to make Plugins in viaSocket
Visibility Configuration
Authentication
No Auth
Authentication - Basic Auth
Authentication Auth2.0 - Implicit Auth
Authentication Auth2.0 - Authorization code
Authentication Auth2.0 - Client Credentials
Authentication Auth2.0 - Password Credentials
Triggers
Instant Triggers
Scheduled Triggers
How to create Actions
File Upload using URL (for all file types)
Plugin Input Fields
Static input fields
Dynamic multiselect
Dictionary
Dynamic Input group
Dynamic dropdown
Dynamic Help Text
Hidden Fields
AI Field
API Configuration
Input Builder
Reusable-Component
Test Your App Integration on viaSocket
viaSocket OAuth
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Integration Guides
Getting Started - Jira
Getting Started- Zoho Projects
Getting Started - Confluence Cloud
Getting Started - Zoom
Getting Started with Zoho CRM
Getting Started - Bigin
Getting Started - Zoho Sheet
Getting Started - Zoho Cliq
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Getting Started - Zoho Mail
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Getting Started - Zendesk Support
Getting Started - Zendesk Sell
Getting Started - Box
Getting Started - Klaviyo
How to Find the Chat ID in Google Chat
Getting Started- Gorgias
Getting Started - Asana
Getting Started - Zoho Books
Getting Started - Razorpay
Getting Started- Stripe
Getting Started - JustCall
Getting Started - ActiveCampaign
Getting Started - Pipedrive
Getting Started - Bitbucket
Sangam CRM - Generate Token Key and Login Url
Getting Started with Zoho Desk
Getting Started- Zoho Recruit
Getting Started - Bitly
Getting Started with Zoho Campaigns
Getting Started with Envoy
Getting Started with Contentful
How to Reconnect QuickBooks with viaSocket
Getting Started with Square
Getting Started with LionDesk
Getting Started with Zoho Meetings
Getting Started with LiveChat
Getting Started with Zoho Invoice
Getting Started with Dialpad
Getting Started with Zoho Sprints
Getting Started with Zoho Forms
Getting Started with Mixpanel
Getting Started - Livestorm
Getting Started -Bubble.io
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Getting Started - WATI
Getting Started - BugHerd
How Todoist Filter works
Getting Started-Twitter (X) Connection
Getting Started - Firecrawl
Getting Started - DocsBot AI
Getting Started - YourGPT
YourGPT trigger setup
Getting Started - Pennylane
Getting Started - Chargebee
Getting Started - Facebook Ads Insights
Getting Started-WhatsApp Business Cloud API
Getting Started - Help Scout
Getting Started - Shortcut
Getting Started - Surecart
Getting Started - Dialpad
Getting Started- Clappia
Getting Started- Apify
viaSocket vs Zapier, Make, and n8n: Choosing the right automation tool
🔗 Integration & Connectivity
💡User Experience and Learning Curve
🔄 Loop and Conditional Logic
🤝 Collaboration & Sharing Features
🧠 AI & Advanced Features
🛠️ Developer Experience
📞 Support & Customer Success
Plans and Pricing
Lifetime Free Access- Limited Time Offer
Startup Policy
Discount for Developing Nation
🎫
Promo Code
Fair Usage Policy
What is a task in viaSocket?
Pricing Comparison
What are credits?
Others
How can experts help you
Support
Service Level Agreement (SLA)
Apply as Beta Tester for viaSocket
END USER LICENSE AGREEMENT
Security and Compliance
Questions
Security Testing Methodology
Vulnerability Managment Tool
Internal Audits
Privacy Related Standards
Application Vulnerability Management
Vulnerability Management
Evaluating Patches and Updates
Endpoint Security - End User
Config Management
Secrets Management
Network Security
Cryptographic Design
Key Management
Threat Intelligence
Monitoring
Incident Response
Incident Communication
Endpoint Security - Production Server
Network/Host Vulnerability Management
Information Security Policy
Technology Languages/Platforms
Data Classification Matrix
viaSocket – Data Encryption Practices
ISO Certificate
Config Management
Logs
Production Data Exfiltration Controls
QA checklist
Have to Follow - Internal Audits
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