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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
Action
See how pst 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.

Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
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.
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.
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.
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.
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.
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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