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Automate when something happens in onstrategy
Login -> Create new flow -> Select trigger -> Search onstrategy -> Choose the trigger from the list
Take action in onstrategy when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search onstrategy -> Choose the action from the list
Trigger
Action
See how onstrategy 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.
Automations connect OnStrategy to your CRM, project tools, BI and communication apps so strategy becomes executable work. Typical outcomes: faster reporting, automatic task assignment, risk escalation and clear accountability — all without manual copy/paste.
No. viaSocket is built for non-technical operators. You configure connectors and workflows in the platform, pick triggers and actions, and use pre-built templates. Admin access to apps is usually required to authorize connections.
Yes. viaSocket can add AI steps to workflows to summarize progress, highlight at-risk initiatives, or draft executive summaries. These AI outputs are configurable and can be stored back in OnStrategy or sent to stakeholders.
Common integrations include CRM (Salesforce, HubSpot), project tools (Asana, Trello, Jira), BI and spreadsheets (Power BI, Tableau, Google Sheets), Slack/Teams, email and ticketing systems. If you use a custom tool, viaSocket can typically connect via API or webhooks.
viaSocket uses encrypted connections and stores credentials securely. Integrations follow app-specific authorization (OAuth/API keys). For regulatory or compliance needs, we can discuss enterprise controls and auditing options.
OnStrategy is a strategic performance software tool you can use to build your corporate strategy and manage and implement your plan.
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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