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Automate when something happens in serviceworks
Login -> Create new flow -> Select trigger -> Search serviceworks -> Choose the trigger from the list
Take action in serviceworks when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search serviceworks -> Choose the action from the list
Trigger
Action
See how serviceworks integrates with popular apps to automate tasks and streamline your workflow.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

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Common automations include lead-to-job creation, intelligent dispatch and rescheduling, estimate approval to invoice, recurring maintenance scheduling, parts ordering triggers, and automated KPI/report delivery.
Basic automations (lead capture to job creation, simple dispatch rules) can be live in days. Complex workflows that include multiple systems, parts procurement, or custom approvals typically take a few weeks.
Yes. viaSocket can run AI to triage incoming requests, suggest parts or labor, and create concise work summaries from technician notes and photos so your office team spends less time on paperwork.
viaSocket respects your data controls: automations are configured with explicit read/write steps and tested before go-live. You control what updates run automatically and can enable test modes or approval checkpoints to prevent unwanted changes.
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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