Make Your First Flow

Now that you understand the basics of viaSocket, let's create your first Flow.

In this example, you'll build a simple automation:

When a new row is added to Google Sheets, send an email using Gmail.

The Flow looks like this:

Google Sheets

New Row Added

      ↓

Gmail

Send Email

You'll learn how to:

• Create a Flow

• Add a Trigger

• Add an Action

• Connect your apps

• Map data between steps

• Test the Flow

• Publish the Flow

• Monitor its executions

Make sure you have:

• A viaSocket account and Workspace

• A Google Sheet with some data

• A Google account that can access the Sheet

• A Gmail account that can send emails

1. Log in to viaSocket and open your Workspace.

2. Click Build a Flow Manually or Create New Flow, depending on the current UI.

3. A new Flow canvas will open.

A Trigger is the event that starts your Flow.

For this example, we'll use Google Sheets.

1. Click Add a trigger.

2. Search for Google Sheets.

3. Select the trigger for a new spreadsheet row.

4. Connect your Google account if you haven't connected it already.

5. Select the Spreadsheet you want to monitor.

6. Select the required Sheet.

7. Configure any additional fields shown for the trigger.

8. Click Save.

Tip: The available Trigger options depend on the app and its supported events.

Now define what should happen when the Trigger occurs.

1. Click Add Step.

2. Search for Gmail.

3. Select Send Email.

4. Select your Gmail connection.

5. Fill in the required email fields.

The Send Email action includes fields such as:

• To

• Subject

• Message Body

Required fields are marked with *.

You can use data from the Google Sheets Trigger in your Gmail Action.

For example, if your Sheet contains:

You can map the Email column to the Gmail To field.

To:

Google Sheets → Email

Message Body:

Hi {{Name}},

Your information has been received successfully.

Thank you.

To insert data from a previous step:

1. Click the + field-mapping button next to the field.

2. Select the required value from the Google Sheets step.

3. Repeat for other fields if needed.

You can use data from any previous step in the Flow.

Before publishing your Flow, test it to make sure the configuration works correctly.

1. Click Test.

2. viaSocket runs the configured step using the available test/sample data.

3. Check the result.

For this example, verify that:

• The email was sent to the expected recipient.

• The subject is correct.

• The Google Sheets data was mapped correctly.

• The message contains the expected values.

Once everything works as expected:

1. Review your Trigger and Action.

2. Click Go Live.

3. Your Flow is now active.

After it is live:

New row added to Google Sheets

             ↓

        Flow starts

             ↓

       Gmail Action

             ↓

        Email sent

The Flow will run automatically whenever its configured Trigger occurs.

After publishing, you can monitor Flow executions from the Log/History section of the Flow.

Use it to check:

• Whether a Flow run succeeded or failed

• What data was processed

• Which step encountered an error

• Execution details when troubleshooting

If your Flow isn't working as expected, check the Log/History first.

Send an email whenever a new customer is added to Google Sheets.

Google Sheets

New Row Added

    ↓

  Gmail

Send Email

To:

Google Sheets → Email

Subject:

New Customer Added

Message Body:

Hi {{Name}},

A new customer has been added to the Google Sheet.

When a new row is detected, viaSocket uses the row's data and sends the email automatically.

Now that you've created your first Flow, you can explore:

• More Triggers and Actions

• Data Mapping

• Built-in Tools

• Conditions and Multiple Paths

• AI Agents

• Build with AI

• Other app integrations

If something isn't working, reach out to [email protected].

Include your Flow name and a screenshot of the History/Log for faster resolution.