viaSocket Help

Workflow

A Workflow is an automated sequence that connects your apps and runs tasks for you — without any manual effort. You define what should happen and when, and viaSocket takes care of the rest.

Every workflow has two parts: a Trigger that starts it, and one or more Actions that run after. The trigger listens for an event — like a form submission, a webhook call, or a scheduled time. Actions are the steps that execute in response — sending messages, updating records, calling APIs, and more.


Trigger

Trigger


Actions

Actions

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Data Mapping

Data mapping is how information moves from one step to the next inside your workflow. When a step runs, it produces output — a name, an email, an ID, a response. In the next step, you can reference that output and use it as input. You map data by selecting fields from previous steps directly inside the action configuration. No code needed.

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Managing Workflows

  • Turn on / off – activate or pause a workflow anytime without deleting it.

  • Duplicate – copy a workflow as a starting point for a new one.

  • Delete – permanently remove a workflow. This cannot be undone.

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Execution & Logs

Every time your workflow runs, viaSocket records it. You can view which runs succeeded, which failed, and exactly where a failure happened. Each log shows the input and output of every step.

If a workflow fails mid-run, only the steps that executed before the failure are counted as tasks.

Access your logs from the workflow detail page inside your dashboard.