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Automate when something happens in posh
Login -> Create new flow -> Select trigger -> Search posh -> Choose the trigger from the list
Take action in posh when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search posh -> Choose the action from the list
Trigger
Action
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Common triggers include inbound calls, missed calls/voicemails, booked appointments, and message summaries that Posh delivers. viaSocket converts those events into actions like creating CRM records, sending SMS, updating calendars, or generating tasks.
Yes. If Posh provides call notes, transcripts, or message details to the integration, viaSocket can run AI to summarize the call, extract intent and key facts (like requested service or urgency), and route or tag the lead automatically to speed follow-up.
Most common automations can be set up in minutes using prebuilt templates — no coding required. For custom logic or enterprise workflows, a short configuration session with your operations lead usually suffices.
Yes. viaSocket uses secure, authenticated connections and encrypted transfers when connecting to Posh and other apps. Access is limited to only the permissions you grant, and logs provide an audit trail of actions.
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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