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Automate when something happens in virtualpbx
Login -> Create new flow -> Select trigger -> Search virtualpbx -> Choose the trigger from the list
Take action in virtualpbx when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search virtualpbx -> Choose the action from the list
Trigger
Action
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You can sync call data to your CRM, route new leads to the right salesperson, create and update support tickets from calls, send performance reports, and trigger AI call summaries and follow-ups—without manual work.
No. viaSocket uses a visual workflow builder. You choose VirtualPBX as a trigger, select actions in tools like your CRM or helpdesk, and define simple rules such as team, region, or call type.
viaSocket can send VirtualPBX call data into AI steps that summarize conversations, extract key details like intent or urgency, draft follow-up emails, and then push these results into your CRM, helpdesk, or messaging tools.
Yes. viaSocket can log calls to your CRM, set tasks for reps, create deals when certain call outcomes occur, and trigger personalized follow-up emails or messages based on call results.
It removes manual logging and routing, reduces missed or duplicated calls, speeds up lead response, and gives you clearer reporting. Your teams spend more time talking to customers and less time updating systems.
VirtualPBX delivers leading edge VoIP phone systems for businesses of all sizes, backed by award-winning, 24/7 support.
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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