If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
See how switchboard integrates with popular apps to automate tasks and streamline your workflow.
Sync form responses automatically to a spreadsheet for instant data capture
Send Slack notifications whenever a new row is added or updated in Sheets
Trigger email campaigns in Mailchimp when a new contact is added to a sheet
Create CRM contacts in HubSpot directly from new Google Sheets entries
Generate and save PDF reports to Google Drive from spreadsheet data
Automatically back up database records to a Google Sheet on a daily schedule

Automate when something happens in switchboard
Login -> Create new flow -> Select trigger -> Search switchboard -> Choose the trigger from the list
Take action in switchboard when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search switchboard -> Choose the action from the list
Trigger
Action

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It means linking your Switchboard SMS/MMS/video texting to other tools and logic so messages trigger actions. Example: inbound lead => send a welcome video text, log the lead in your CRM, and alert a rep if the reply indicates high intent.
Most common automations use templates and can be set up in 30–90 minutes by a non-technical user. You pick a trigger (incoming message, tag, or CRM event), map fields, and choose actions like send text, update CRM, or notify staff.
viaSocket passes and respects Switchboard opt-in/opt-out status and stores consent flags in connected systems. Always use clear opt-in language and maintain records in your CRM; viaSocket workflows can automatically remove unsubscribed contacts from campaigns.
Yes. viaSocket can insert AI steps to summarize conversation threads, classify intent (purchase, support, urgent), or generate suggested replies. That AI output can then route messages, trigger actions, or draft responses for agents.
Switchboard enables you to build deeper relationships with customers through SMS, MMS and Video Texting.
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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