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

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
You can automate document creation, approvals, and storage. For example, when a deal closes in your CRM, viaSocket can trigger Legito to generate the contract, route it for approval and signature, then store the signed version and update the deal record.
No. viaSocket is built for business users. You choose triggers and actions in a simple interface, like “when a record is created in my CRM, create a document in Legito,” without writing code.
viaSocket lets you add AI steps into any Legito workflow. You can have AI summarize contracts, check for missing clauses, suggest standard wording, or create short briefs for sales and HR—all automatically as Legito documents are created or updated.
Legal, HR, sales, procurement, compliance, and operations teams benefit most. Any process that relies on standard documents—contracts, agreements, policies, or forms—can be automated end to end across the tools those teams already use.
You decide the system of record. viaSocket can keep documents in Legito, copy them to your DMS or cloud storage, and update linked records in your CRM, HR, ERP, or ticketing tools so every team has the latest version in their own system.
Legito is a no-code document automation platform designed for compliance, HR, legal, operations, procurement, sales, and sourcing teams.
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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