Popular Use Cases
Start a workflow in your other tools whenever something new happens in tdox.
Update records in tdox automatically when data changes in the apps your team already uses.
Log tdox activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate tdox
Ready-made flows built with tdox — preview one, then make it yours.
Integrate tdox 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.
Real-world use cases of tdox integrations
See how tdox integrates with popular apps to automate tasks and streamline your workflow.
Trigger Slack messages when a tdox inspection form is submitted from the field.
Create Google Sheets rows from completed tdox paper forms for daily operations reporting.
Update HubSpot with new tdox lead intake forms after onsite sales visits.
Open Zendesk tickets when tdox service reports flag missing parts or follow-up needs.
Route tdox approval forms into your CRM for quote follow-up and account tracking.
Send tdox job completion records to a spreadsheet for weekly production review.
How to get started with tdox automations
Automate when something happens in tdox
Login -> Create new flow -> Select trigger -> Search tdox -> Choose the trigger from the list
Take action in tdox when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search tdox -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
TDox automation means using viaSocket to turn completed TDox mobile forms into actions — like creating invoices, scheduling work, updating CRMs, or generating reports — automatically, without manual data entry.
viaSocket connects to TDox and your other business apps in a few clicks. You map the TDox form fields you need, define the trigger (form submitted, approved, etc.), and choose the downstream action — no code required.
Yes. viaSocket can add AI steps to TDox workflows — for example, extracting structured data from photos, classifying form entries, or drafting follow-up messages — so routine decisions and data preparation are automated.
viaSocket moves form fields, attachments (photos/signatures), timestamps and approval status. Connections use encrypted channels and access controls so only authorized apps and users can access your data.
About tdox
TDox turns business processes and paper forms in mobile apps. The designer allows creating forms, which are filled in using the mobile app.
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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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