Integrate pst with your favorite apps

The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.

If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.

How to get started with pst automations

Automate when something happens in pst

Login -> Create new flow -> Select trigger -> Search pst -> Choose the trigger from the list

Take action in pst when something happens in an app or you want to add step in flow

Login -> Create new flow -> Select action -> Search pst -> Choose the action from the list

Trigger

pst

Action

pst

Real-world use cases of pst integrations

See how pst integrates with popular apps to automate tasks and streamline your workflow.

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • Integrate pst with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and pst databases.
  • Integrate pst with MySQL to automatically sync records, facilitating seamless data exchange between pst and your SQL databases.

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Frequently Asked Questions

What does integrating PST with viaSocket do for my process serving business?

It removes manual handoffs: create PST cases from intake forms or your CRM, auto-assign servers, collect proof and generate affidavits, and sync invoices and reports — saving time and reducing errors.

How hard is setup — do I need developers?

No. viaSocket provides point-and-click connectors and templates. You’ll provide access to PST (API key) and map a few fields. Most teams can go from setup to live in days, not weeks.

Is client and case data secure when automated?

Yes. Integrations use encrypted connections and respect PST permissions. viaSocket supports secure credentials, least-privilege access, and stores only what you authorize. You control what flows between systems.

Can I add AI steps to PST workflows with viaSocket?

Yes — viaSocket can add AI-enabled steps, for example to auto-classify attempt outcomes, extract key details from uploaded documents, or summarize server notes before creating affidavits, while still storing original records in PST.

pst

About pst

Process Server's Toolbox (PST) provides a complete set of power tools for process serving companies, their Clients, and their servers in the field - all designed to streamline service of process.

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viaSocket

About viaSocket

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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