Full list

Supported Triggers & Actions

Everything you can automate between LiveAgent and AgentX.

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer

New Customer

Triggers when a new customer is added.

New Conversation

New Conversation

Triggers when New Conversation Started With an Agent.

Get recent messages

Get recent messages

Retrieves messages from the selected conversation posted in the last few minutes.

New Agent

New Agent

Triggers when a new agent is created.

Fetch recent agent messages

Fetch recent agent messages

Retrieve the agent's messages from the selected conversation that were sent recently.

Request a new Trigger for LiveAgent

Do thisActions

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

List Customers

List Customers

Get details of all customers.

List Conversations

List Conversations

Get details of all conversations.

Add New Customer

Add New Customer

Add new customer in LiveAgent.

Add Customer to Group

Add Customer to Group

Add a customer to an existing group.

Remove Customer From Group

Remove Customer From Group

Removes customer form a particular group.

List Companies

List Companies

Retrieve list of companies

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.

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Frequently Asked Questions

How do I connect LiveAgent and AgentX?

Sign up for a free viaSocket account, then authorize both your LiveAgent and AgentX 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 LiveAgent and AgentX 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 LiveAgent to AgentX?

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

Can the integration run in both directions?

Yes. You can set up a workflow where LiveAgent triggers actions in AgentX, and a separate workflow where AgentX triggers actions in LiveAgent. 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 LiveAgent and AgentX. 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 LiveAgent and AgentX integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.