Automate Frappe Workflows Across Your Business
Connect Frappe to your CRM, support, finance, and AI tools with viaSocket. Turn manual data entry, follow-ups, and reporting into reliable automated workflows—without writing code.
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Triggers and Actions in Frappe Automations
viaSocket makes it simple to connect Frappe and automate repetitive tasks.
When this happensTrigger
No trigger available
Do thisActions
Action is the task that follows automatically within your Frappe integrations.
Create Document
Create a new document in Frappe.
How to get started with Frappe automations
Automate when something happens in Frappe
Login -> Create new flow -> Select trigger -> Search Frappe -> Choose the trigger from the list
Take action in Frappe when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Frappe -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
You can automate lead capture, customer and project sync, ticket and issue flows, billing triggers, and reporting. viaSocket lets you connect Frappe with tools like CRM, helpdesk, accounting, spreadsheets, and BI dashboards so data moves automatically between them.
No. viaSocket is built for non-technical operators. You choose Frappe events and actions using a visual workflow builder, map fields with simple drop-downs, and test step by step. Technical teams can still extend things with APIs if needed, but it is not required.
viaSocket can pull data from Frappe into AI steps to summarize records, classify requests, prioritize work, or generate emails and notes. The AI output is then written back into Frappe as fields, comments, or tasks, so your team gets clear, actionable results—not just text in a separate tool.
Yes. You can set up two-way syncs where changes in Frappe update your CRM or accounting tool and vice versa. You control which records, fields, and directions are synced so each system stays accurate without manual updates.
Yes. Frappe is a flexible framework, and viaSocket connects through its APIs so you can work with your custom doctypes and fields. You define which doctypes and fields to use in each workflow, allowing automation to fit your specific processes.
About Frappe
Frappe is a versatile open-source web application framework designed to simplify the development of complex applications. It provides a robust platform for building custom business solutions with ease.
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About viaSocket
viaSocket 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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