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

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Common automations include generating personalized Gridis documents from CRM data, routing form responses into lead or ticket systems, scheduling deliveries, and creating recurring reports — all without custom code.
Setup is practical and non-technical: pick a trigger (e.g., new CRM opportunity), map fields to a Gridis template, choose actions (send email, create task, update CRM), and turn the workflow on. Templates and examples speed initial setup.
Yes. viaSocket can call AI to generate or tailor copy, subject lines, or summaries, then insert that content into Gridis templates so each document is personalized for the recipient without manual editing.
viaSocket integrates over standard secure connections and only accesses data you authorize. You control which fields are shared and can restrict access to templates and workflows. For enterprise needs, we support additional security and audit options.
GRID is a cloud-based web platform that allows anyone to create and share professional looking interactive documents online.
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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