Popular Document360 + Flodesk flows

Start from a real workflow other teams are already running.

Choose a trigger

Document360 logo

Document360

When this happens...

Choose an action

Flodesk logo

Flodesk

Automatically do this!

Full list

Supported Triggers & Actions

Everything you can automate between Document360 and Flodesk.

When this happensTriggers

A trigger is an event that starts a workflow.

New Subscriber Created

New Subscriber Created

Runs when new subscriber is created in your Flodesk account.

New Subscriber Added to a Segment

New Subscriber Added to a Segment

Runs when a subscriber is added to a chosen segment.

Subscriber Unsubscribed

Subscriber Unsubscribed

Runs when a subscriber unsubscribes from a chosen list.

Request a new Trigger for Document360

Do thisActions

Action is the task that follows automatically within your Document360 integrations.

Create Article

Create Article

Create a new article

Update a Document

Update a Document

Updates the details of the document by it's id.

Remove Subscriber From Segments

Remove Subscriber From Segments

Remove a subscriber from selected segments using subscriber ID or email.

Add Subscriber To Segments

Add Subscriber To Segments

Adds a subscriber to one or more selected segments.

Find Subscriber

Find Subscriber

Find a subscriber by email or ID.

Unsubscribe Subscriber

Unsubscribe Subscriber

Unsubscribe a subscriber using their ID or email.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

Trusted by Thousands. Recognized by the Best.

Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

Workflow: Auto Close Inactive viaSocket Connections
YOU
◆AI Workflow Builder

From idea to automation.
AI will build it for you

Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

No coding required|Review before publishing|Works with 2,300+ apps
Create with AI

Need help building your workflow?

Get help instantly from AI or reach out to our support team.

viaSocket Support

We're here to help

Online
Support agent
What can I help you with?
How can I set trigger?
10:30 AM ✓

Instant answers

AI assistant available 24/7

Expert support

Connect with our specialists

Trusted & secure

Your data is safe with us

Start automating Document360 and Flodesk free

No credit card required. Set up your first workflow in minutes.

Frequently Asked Questions

How do I connect Document360 and Flodesk?

Sign up for a free viaSocket account, then authorize both your Document360 and Flodesk accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Document360 and Flodesk as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Document360 to Flodesk?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Flodesk. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Document360 triggers actions in Flodesk, and a separate workflow where Flodesk triggers actions in Document360. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Document360 and Flodesk. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Document360 and Flodesk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.