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Automate when something happens in beacon
Login -> Create new flow -> Select trigger -> Search beacon -> Choose the trigger from the list
Take action in beacon when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search beacon -> Choose the action from the list
Trigger
Action
See how beacon integrates with popular apps to automate tasks and streamline your workflow.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket uses Beacon's cloud API to listen for triggers (new supporter, donation, tag changes) and to perform actions (create or update records). You connect once with your Beacon credentials, then map fields visually—no code required.
Yes. viaSocket can combine Beacon data with AI-enabled steps to draft personalized thank-you notes, donor summaries, and outreach suggestions. You review and approve before sending, so messaging stays on brand and accurate.
viaSocket uses secure API authentication and only accesses the Beacon data you allow. Workflows follow the same permissions as your Beacon account. We recommend using least-privilege API keys and reviewing logs for audits.
Connect your Beacon account in viaSocket, pick a trigger (for example, new donation), choose actions (send receipt, update accounting, notify staff), map the fields, test with a sample record, then enable the automation.
Beacon is the modern CRM for charities. It's easy to use, cloud-based, and flexible enough for anything.
Learn MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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