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Automate when something happens in channels
Login -> Create new flow -> Select trigger -> Search channels -> Choose the trigger from the list
Take action in channels when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search channels -> Choose the action from the list
Trigger
Action
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You can create leads from inbound calls, log call records (with links to recordings), update opportunity stages, assign reps, and schedule follow-ups. viaSocket connects Channels call events to your CRM so the whole customer history stays in one place.
No. viaSocket provides a visual builder and prebuilt templates for common Channels workflows. Most automations are point-and-click and can be set up in minutes by business users.
Yes. viaSocket can process call recordings or metadata from Channels and run AI to produce concise summaries, extract action items, and populate CRM notes or tickets—so teams get clear next steps without manual note-taking.
viaSocket passes call metadata and recordings between Channels and your connected apps per your configuration. You control where recordings are stored and which systems receive them. Standard protections like encrypted transport and access controls apply; check your viaSocket and Channels account settings for retention and consent options.
Channels is a data-driven phone system that lets you make and take calls directly in the browser.
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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