Connect viaSocket utilities and webCRM
Integrate viaSocket utilities with webCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Pause Workflow in viaSocket Utilities when New Activity Is Created in webCRM
Flow in Flow when New Activity Is Created in webCRM
Run AI Model with viaSocket Utilities when New Activity Is Created in webCRM
Pause Workflow in viaSocket Utilities when New Delivery in webCRM
Flow in Flow when New Delivery in webCRM
Popular viaSocket utilities + webCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
viaSocket utilities
When this happens...
- Request a new Trigger for viaSocket utilities
Choose an action
webCRM
Automatically do this!
Create Activity
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
Update Activity
Create Delivery
Update Delivery
Pause Workflow in viaSocket Utilities when New Activity Is Created in webCRM
Use this flowFlow in Flow when New Activity Is Created in webCRM
Use this flowRun AI Model with viaSocket Utilities when New Activity Is Created in webCRM
Use this flowPause Workflow in viaSocket Utilities when New Delivery in webCRM
Use this flowFlow in Flow when New Delivery in webCRM
Use this flowRun AI Model with viaSocket Utilities when New Delivery in webCRM
Use this flowPause Workflow in viaSocket Utilities when New Document Created in webCRM
Use this flowFlow in Flow when New Document Created in webCRM
Use this flowRun AI Model with viaSocket Utilities when New Document Created in webCRM
Use this flowPause Workflow in viaSocket Utilities when New Opportunity Created in webCRM
Use this flowSupported Triggers & Actions
Everything you can automate between viaSocket utilities and webCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity is created.
New Organization
Triggers when a new organization is created.
New Person Created
Runs when a new person is created
Do thisActions
Action is the task that follows automatically within your viaSocket utilities integrations.
Pause Workflow
Pause workflow for X minutes
Flow in Flow
Run another workflow from your current workflow
Run AI Model
Send a prompt and options to an AI model and receive text or JSON responses, images, model details, and usage cost.
Create Activity
Creates a new activity with a date, assignee, description, and optional links to an organisation, person, campaign, or opportunity.
List All Activities
Retrieves the list of all activities
List All Campaigns
Retrieves the list of all campaigns
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About viaSocket utilities
Utility services for viasocket.com provide essential tools and functionalities to enhance and streamline workflow automation, enabling users to connect various applications and automate tasks efficiently.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your viaSocket utilities and webCRM 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.
Yes. viaSocket uses instant triggers where available, so data moves between viaSocket utilities and webCRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach webCRM. No coding required.
Yes. You can set up a workflow where viaSocket utilities triggers actions in webCRM, and a separate workflow where webCRM triggers actions in viaSocket utilities. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between viaSocket utilities and webCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire viaSocket utilities and webCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
