Popular Ricky + Filestage flows

Start from a real workflow other teams are already running.

Choose a trigger

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Ricky

When this happens...

Choose an action

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Filestage

Automatically do this!

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Supported Triggers & Actions

Everything you can automate between Ricky and Filestage.

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact Created

New Contact Created

Runs when a contact is created in Ricky, by the API or with their first message.

Updated Contact

Updated Contact

Runs when a contact's fields, tags or custom values are saved.

New Project

New Project

Triggers When a new project is created

Project is Archived

Project is Archived

Triggers when a project is archived.

Project is Deleted

Project is Deleted

Triggers when a project is removed.

New File Version Is Uploaded

New File Version Is Uploaded

Triggers when a new version of a file is uploaded.

Do thisActions

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

Find Contacts

Find Contacts

Find contacts by text, tag, owner, stage or channel, or get one contact by ID.

Add Note to Contact

Add Note to Contact

Append a note to a contact, after its current notes.

Update Contact

Update Contact

Update the chosen details of a contact; fields you leave empty stay unchanged.

Create Contact

Create Contact

Create a CRM contact with name, email, phone, address, owner, tags and custom fields.

Update Contact Tags

Update Contact Tags

Add or remove tags on one or more contacts (up to 100) without touching their other tags.

Create Folder

Create Folder

Creates a folder.

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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Integrations Filestage
Filestage + Ricky
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About Filestage

Filestage is a collaborative platform designed to streamline the review and approval process for creative projects. It allows teams to share, review, and approve files such as videos, images, and documents in a centralized and organized manner, enhancing productivity and ensuring timely feedback.

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Frequently Asked Questions

How do I connect Ricky and Filestage?

Sign up for a free viaSocket account, then authorize both your Ricky and Filestage 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 Ricky and Filestage 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 Ricky to Filestage?

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

Can the integration run in both directions?

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