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

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Common automations include client onboarding, document and signature collection, payment processing, approval flows, and syncing records with CRM or accounting systems. Automations reduce manual steps and speed delivery.
viaSocket can add AI to Beau automations to extract form data, classify attachments, draft messages or summarize client replies, and route items based on intent — all without manual review unless you choose it.
Yes. Automations only move data between systems you authorize. viaSocket follows standard security practices (encrypted transit and scoped connections). You control which fields are synced and which users have access.
You don't need to code. Use prebuilt triggers (new submission, signed document, payment received) and map those to actions (create invoice, send message, update CRM). Typical automations take under an hour to configure.
Turn client-facing workflows into client portals: collect form submissions, documents and files, accept payments, send messages and reminders, approve steps or request changes.
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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