Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

How viaSocket Works | A Complete Guide

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

5 Simple Automation Hacks to Make Your Team Free

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

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Vaishali Raghuvanshi

Diksha Jain

Flow

Table

Interface

Integrations

ViaSocket vs Zapier

ViaSocket vs Make

ViaSocket vs Pabbly

Freelancers and agencies

Knowledge Base

Become an Expert

Become a Template Designer

Become an Affiliate

Status

Wishlist

LinkedIn

Youtube

Twitter

Instagram

Webflow

Community

List your app on our marketplace

Features

Automation for Change ❤️

Apps Made for Each Other

App of the Month

About



We Are Hiring


Terms of Policy

Privacy policy

Startups Policy

Talk to Sales

Hire an Expert

Request a feature

Blog

Client Stories

Data Deletion Policy

Embed viaSocket

Workflow Templates

List Your App


Build Your Own Plug

Embed 

Whitelabel MCP Server

Become a Billing Partner


Showcase Popular Workflows

viaSocket Embed

MCP Marketplace

Book a Demo

Contact Support Team

Request a Feature


Knowledge Base


Community


Academy

Become a Partner

MCP for AI Agents

MCP for SaaS Players


viaSocket vs Zapier

viaSocket vs Make

viaSocket vs Pabbly

About

We are Hiring

Culture We Foster

Pricing

Startups plan


Discount for Developing Nations

Free Access Programs

Apps Integrations

List Your App

Automations


Discover Top Apps

Embed

Roadmap 

Workflow Automation Guide

Download Mobile App

Partner Program

# Automate Instagram Comment Replies with Smart DMs

## Introduction
Turn comment buzz into conversations by instantly replying based on keywords and sending tailored DMs with helpful links. ✅

## Trigger Event
A new comment is posted on your Instagram Business account’s post or Reel.

## Actions
- The automation reads the comment and checks for key terms like “ai,” “guide,” and brand-related keywords (e.g., automation, mcp, viasocket).
- It picks a natural, friendly reply from a set of pre-written responses to keep interactions human.
- If someone comments “ai,” they get:
  - A public reply on the comment to acknowledge them.
  - A private DM with a direct link to the AI workflow platform so they can take immediate action.
- If someone comments “guide,” they get:
  - A public reply confirming help is on the way.
  - A DM with a quick-access button to the Developer Hub Guide.
- For other mapped brand keywords (automation, mcp, viasocket):
  - A public reply is posted to keep the thread active and helpful.

Outcome: Relevant, timely public replies plus DMs that move people to resources—without manual effort.

## Benefits
- ✔️ Faster response times that keep conversations warm
- ✔️ Consistent, on-brand replies to common keywords
- ✔️ Helpful DMs that drive clicks to guides and landing pages
- ✔️ Less manual moderation; focus on high-value engagement
- ✔️ Reduced errors with pre-approved response templates


Auto-reply to Instagram comments by keyword and send helpful DMs with links to guide followers—boost engagement on autopilot.

Returns a random comment reply from a predefined list.

Triggers when a new comment is made on your Instagram Business post.

trigger

Automate Instagram Comment Replies with Smart DMs

# Automate Your Expense Report Approval Process

Keep expense management simple and organized! This workflow lets you send expense approval requests via Slack, log approved expenses directly to QuickBooks, send rejection emails via Gmail, and store all results in Google Sheets. Perfect for finance and HR teams looking to save time and reduce mistakes. 📊

## 🛎️ Step 1: Trigger the Approval Process
Start the process when a new expense request is submitted (trigger can be customized to fit your system).

---

## :slack: Step 2: Request Approval in Slack
An approval message about the new expense gets posted to a Slack channel. Team members can easily click Accept or Reject directly in Slack. 🚦

---

## :white_check_mark: Step 3a: If Approved – Add Entry to QuickBooks
If the expense is accepted in Slack, a new invoice is instantly created in QuickBooks, so your records stay updated automatically—no manual entry! 📗

---

## :x: Step 3b: If Rejected – Send Email via Gmail
If the request is rejected, an automatic Gmail message is sent to notify the requester about the decision. 📩

---

## :googlesheets: Step 4: Log Expense Details in Google Sheets
Every expense request, whether approved or rejected, is logged in your Google Sheet—making it easy to track, audit, and report expenses anytime. 📈

---

**Get faster approvals and stay organized by automating your company’s expense report workflow!**

Effortlessly manage and approve expense reports—send approval requests in Slack, log to QuickBooks or notify via Gmail, and keep records in Google Sheets.

viaSocket

Triggers when a new response is submitted in a Google Form.

Automate Expense Report Approvals via Slack & QuickBooks

# Automate Instagram DM Replies with AI + Urgent Alerts

## Introduction
Keep your Instagram audience engaged 24/7 without manual triage. Let AI respond to casual DMs, react to compliments, and instantly alert your team for serious inquiries. ✅

## Trigger Event
A new Instagram Direct Message arrives in your business account.

## Actions
- The message is analyzed by AI to decide whether to reply, react, or notify your team.
- If a friendly or relevant reply is helpful, an on-brand, casual response is sent back to the sender.
- If the message is a quick appreciation or suits a reaction, a heart reaction is added to the original message.
- If the message looks urgent or requires a human touch (e.g., business request, serious query), an email alert with message details is sent to your team so they can follow up fast.

## Benefits
- ✔️ Instant replies to common and casual DMs—no waiting

- ✔️ Heart reactions on compliments to keep engagement high

- ✔️ Email alerts to your team for urgent or high-intent messages

- ✔️ Fewer manual tasks, faster response times, and better customer experience


Auto-respond to incoming Instagram DMs with AI, react to appreciative messages, and email your team when a message needs urgent attention—saving time and keeping followers engaged.

It converts the provided message timestamp to Indian Standard Time (IST) and returns the formatted date and time.

Automate Instagram DM Replies with AI + Urgent Alerts

# Automate Instagram DM Auto‑Replies and Follow Gating

## Introduction
Turn new Instagram DMs into quick wins by greeting users, checking if they follow you, and sending the right resource at the right time. ✅

## Trigger Event
A new Instagram DM is received on your business account.

## Actions
- The workflow looks up the sender’s profile to see if they follow your account.
- If the message is a simple greeting (like “hi” or “hello”), it sends a friendly acknowledgment so people know you’ll be in touch.
- If the user clicks for a resource (e.g., a “GUIDE” request), the workflow checks follow status:
  - If they don’t follow yet, it replies with a nudge to follow and a quick button to confirm once done.
  - If the request comes from a follower, it immediately sends the resource guide via DM.

## Benefits
- ✔️ Instant replies that keep prospects engaged
- ✔️ Grow followers by gating resources until users follow
- ✔️ Save team time with hands‑off greeting and guide delivery
- ✔️ Fewer manual steps, faster responses, better conversion


Auto‑reply to Instagram DMs, greet new contacts, and send your resource guide only to followers to boost conversions and save time.

Royston Sanctis

Sample Postback Title

Automate Instagram DM Auto‑Replies and Follow Gating

# Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Boost your brand's presence with this ready-to-use template that helps you effortlessly create and publish engaging posts on Instagram, YouTube, Twitter, and LinkedIn. Perfect for businesses, marketers, and content creators who want to save time and maintain consistent posting.

## Trigger Event
### Unified Post Request
The automation starts when you submit a simple form or provide a topic title and description for your post. This single entry point lets you set the theme or idea for content across all your social channels.

## Actions
### Instagram: Stunning Captions & Eye-Catching Images
- **Generate Captions:** Uses AI to craft catchy, relevant, and hashtag-optimized captions based on your input.
- **Generate Image:** Instantly creates a unique, high-quality image that pairs perfectly with your caption.
- **Instant Publishing:** Automatically posts the image and caption to your Instagram feed—ready to grab attention!

### YouTube: Scripted Videos & Automated Uploads
- **Create Video Script:** AI generates a short, conversational script tailored for your topic and audience.
- **Generate Video Captions & Description:** Produces SEO-friendly descriptions and hashtags to get your video noticed.
- **Produce Avatar Video:** An AI avatar video is created, bringing your script to life with personality.
- **Upload Video:** The finished video is uploaded directly to your YouTube channel, complete with title, description, hashtags, and settings—all hands-free.

### Twitter: Engaging Tweets Ready to Go
- **Create Tweet:** AI crafts a brief, impactful tweet including relevant hashtags for maximum reach.
- **Post Tweet:** Automatically shares it on your X (Twitter) profile, so you stay on top of trending conversations.

### LinkedIn: Professional Posts to Elevate Your Profile
- **Generate LinkedIn Post:** AI creates a thoughtful, professional update with an attention-grabbing title, insightful description, and industry hashtags.
- **Publish Post:** The content is automatically posted to your LinkedIn profile for instant visibility in your network.

## Benefits
- **Save Time:** Schedule and create content for all major platforms from one place—no more manual posting.
- **Stay Consistent:** Ensure your branding and messaging align everywhere, every time.
- **Boost Engagement:** AI-crafted captions and visuals increase likes, shares, and comments.
- **Grow Your Presence:** Focus on strategy and creativity while the template handles the repetitive work.

Start making your social media strategy smarter, faster, and more effective today!

Effortlessly create and schedule engaging posts, captions, and images for Instagram, YouTube, Twitter, and LinkedIn—all from one workflow.

In today's fast-paced business environment, leveraging automation is no longer a luxury—it's a necessity. At viaSocket, we empower professionals to build intelligent and powerful automations utilizing advanced AI agents that streamline processes and enhance productivity. 🌟

Are you ready to elevate your work efficiency? Let’s explore how automated solutions can transform your daily operations, enabling you to focus on what truly matters. Join the discussion below and share your automation success stories! 

#Automation #AI #Productivity #viaSocket #Innovation #TechTrends

Harnessing the Power of Automation with viaSocket

Triggers when a new row is added or modified in a spreadsheet. 

jhon

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

## Facebook Lead to CRM & Follow-Up Flow

### Description
Seamlessly onboard leads captured via Facebook by integrating Sangam CRM, Gmail, Slack, Asana, and Google Sheets. This workflow ensures each new lead is fully logged, notified, and backed up—while instantly ushering in collaborative sales follow-up.

---

### Trigger
- **Type:** Service trigger
- **Purpose:** The workflow initiates when a specified service event is received (for example, upon a new Facebook lead capture via integration).

---

### Actions

#### 1. Create a New Lead in Sangam CRM
- **Purpose:** Automatically create a new contact record in Sangam CRM with detailed lead attributes and context—including contact, company, demographic, and business details (fields such as name, address, loan information, age, status, etc.).
- **Plugin:** Sangam CRM
- **Fields filled:** Numerous fields including `first_name`, `last_name`, `phone`, `email`, `lead_source`, `status`, etc., ensure the lead profile is fully captured at point of entry.

#### 2. Send Confirmation Email
- **Purpose:** Sends an immediate confirmation email to the prospective lead—letting them know their inquiry has been received.
- **Plugin:** Gmail
- **Fields filled:** Recipient set to `abhijeet@viasocket.com` with subject and body ('test'), message sent as plain text.

#### 3. Notify Your Team on Slack
- **Purpose:** Instantly notify your sales (or relevant) team on Slack for rapid awareness and further action.
- **Plugin:** Slack
- **Fields filled:** Message sent to `channeltest` (C08QDQXJNG4) as `viaSocket` bot, contents set to "ss".

#### 4. Create a Task for Your Sales Team in Asana
- **Purpose:** Generates a follow-up task in Asana so your sales team can track and act on the new lead.
- **Plugin:** Asana
- **Fields filled:** Task labeled 'hhh' created in workspace `viasocket.com` (1206998983849591).

#### 5. Add New Row for Backup in Google Sheets
- **Purpose:** Inserts a new row in your designated Google Sheets tab for easy backup and spreadsheet-based tracking or analysis.
- **Plugin:** Google Sheets
- **Fields filled:** Entry added to sheet `Form responses 1` in the `Team Neelam` spreadsheet.

---

### Workflow Summary
This end-to-end automation ensures every new lead is integrated with your CRM, acknowledged by email, immediately visible to your team, assigned as a task for follow-up, and securely backed up in your records. Perfect for scaling your lead response and follow-up operations.

---

### Connected Apps
- ![Sangam CRM](https://stuff.thingsofbrand.com/sangamcrm.com/images/img664a86e9db_sangamcrm.png)
- ![Gmail](https://mailmeteor.com/logos/assets/PNG/Gmail_Logo_512px.png)
- ![Slack](https://stuff.thingsofbrand.com/slack.com/images/img668216333e_slack.jpg)
- ![Asana](https://stuff.thingsofbrand.com/asana.com/images/img658df77d87_asana.jpg)
- ![Google Sheets](https://stuff.thingsofbrand.com/google.com/images/img4_googlesheet.png)

---

**Use this workflow to accelerate your sales pipeline, improve internal transparency, and never miss or lose a lead again!**

This workflow creates a new lead in Sangam CRM, sends a confirmation email, notifies your team, creates a task for the sales team, and adds a backup entry in a spreadsheet.

Sample Task

My Workspace

Sample

Triggers when a new lead form is submitted from facebook leads.

Facebook Lead to CRM & Follow-Up Flow

### Workflow Overview
This workflow automates the process of creating impactful social media content by leveraging AI-powered content generation and seamless cross-platform publishing.

#### **Actions Breakdown**

**1. Creation of LinkedIn Content**  
- **Type**: Plugin (OpenAI)  
- **Description**: Uses OpenAI's GPT-4 model to generate a professionally worded LinkedIn post based on the provided "Opportunity Name". The AI crafts the post to be engaging and relevant to the topic at hand.
- **Prompt**: "Write a LinkedIn post on this topic: ${context.req.body?.['fields']?.['Opportunity Name']}"

**2. Publish to LinkedIn**  
- **Type**: Plugin (LinkedIn)  
- **Description**: Publishes the AI-generated text as a public post on LinkedIn. The post is instantly visible to your entire network, helping to maximize reach and engagement.
- **Parameters**:
  - Post Caption: Uses content from the previous OpenAI step.
  - Post Visibility: Public
  - Post Status: Published

**3. Twitter/X Repurposing Preparation**  
- **Type**: Plugin (OpenAI)  
- **Description**: OpenAI plugin uses GPT-4 to reformat the same "Opportunity Name" into a concise, Twitter-friendly post, optimized for engagement and platform character limits.
- **Prompt**: "Write a Twitter post on this topic: ${context.req.body?.['fields']?.['Opportunity Name']}"

**4. Publish to X (Twitter)**  
- **Type**: Plugin (X / Twitter)  
- **Description**: Publishes the repurposed content as a tweet under your account, ensuring your message reaches your Twitter audience in the optimal format.
- **Parameters**:
  - Tweet Text: Content from the Twitter OpenAI step

---

**How It Works:**
1. Triggered via a service trigger (for example, form submission or CRM update).
2. AI generates a LinkedIn post based on supplied topic details.
3. The post is published to LinkedIn.
4. The same topic is turned into a tweet by OpenAI.
5. The tweet is published on your X account.

#### **Benefits:**
- Save time on manual copywriting and cross-posting.
- Ensure consistent messaging across platforms.
- Broaden your outreach efficiently.

#### **Supported Apps & Integrations**
- OpenAI  
- LinkedIn  
- X (Twitter)

#### **Icons**
*Creation of Content:* ![OpenAI](https://stuff.thingsofbrand.com/openai.com/images/img6299ba7193_openai.jpg)

*Create Public Post on LinkedIn:* ![LinkedIn](https://stuff.thingsofbrand.com/linkedin.com/images/img60aec4bbba_linkedin.jpg)

*Repurpose the Content on X:* ![X (Twitter)](https://stuff.thingsofbrand.com/twitter.com/images/img6d0db22049_twitter.jpg)

*Convert the Post for Twitter:* ![OpenAI](https://stuff.thingsofbrand.com/openai.com/images/img6299ba7193_openai.jpg)


Generate LinkedIn posts and convert them into tweets for broader audience engagement.

Trigger when new record is created in your table

Social Media Campaign Workflow

# Automate Instagram Comment Replies with Smart DM + Slack Alerts

## Introduction
Turn Instagram comment moderation into a hands-off workflow that replies instantly and keeps your team informed. ⚡

## Trigger Event
A new comment is posted on your Instagram post.

## Actions
- If the comment text is exactly “DM”, the system replies to that comment confirming a DM/link has been sent (use your preferred wording like “Link sent”).
- If the comment is anything else, a concise alert is posted to your Slack channel so your team can review and respond quickly.

## Benefits
- Faster responses on Instagram, even outside business hours
- Clear routing: quick DM replies for “DM” requests, human review for everything else
- Fewer missed comments and better customer experience
- Time saved for social and support teams; focus on high-value conversations


Auto-respond to Instagram comments: send a quick DM-style reply when someone types “DM,” and alert your team in Slack for all other comments.

Automate Instagram Comment Replies with Smart DM + Slack Alerts

This automation streamlines your Shopify order confirmation and post-order notifications with personalized discount follow-ups, ensuring operational efficiency and customer engagement. The workflow utilizes various plugins for communication across WhatsApp, email, and Slack.

### Workflow Overview

1. **Send Confirmation on WhatsApp**
   - Sends an order confirmation message to the customer via WhatsApp using a predefined template from MSG91.

2. **Send Confirmation via Email**
   - Emails the customer a confirmation using a specific template on the MSG91 platform.

3. **Notify Team on Slack**
   - Posts a notification to a selected Slack channel, alerting the team about the new Shopify order.

4. **2-hour Delay**
   - Delays the next actions by approximately 2 hours and 10 minutes, ensuring enough time before sending potential follow-up discount communications.

5. **Branch Based on Order Value**
   - Two conditional paths are evaluated after the delay:
     - **If order subtotal price > 1000:** An email offering free assistance (or a 15% discount) is sent to the customer via MSG91 email template.
     - **If order subtotal price > 2000:** A similar email (e.g., for a 20% discount) is sent, targeting high-value customers with enhanced offers.

#### Action Details

- **WhatsApp Confirmation** (`send_confirmation_in_Whatsapp`): Sends WhatsApp using integrated MSG91 template.
- **Email Confirmation** (`Send_confirmation_in_mail`): Uses MSG91 to dispatch a mail confirmation.
- **Slack Notification** (`Notify_in_Slack`): Sends a message to a Slack channel with the order details.
- **Delay** (`Delay_of_2hrs`): Adds a programmed pause before following actions.
- **Conditional Discount Emails:**
  - **If order >1000** (`Discount_is_15`): Triggers email for a 15% discount/free assistance with the `SendFreeAssistanceEmailTo_Abhijeet` action.
  - **If order >2000** (`Discount_is_20`): Sends a similar email, e.g., upgraded to 20% discount, via `SendFreeAssistanceEmailToAbhijeet`.

#### Path Structure
- The workflow uses a `paths` action to branch based on order value. Each branch contains one `ifBlock` to check the relevant subtotal and trigger the appropriate discount email.

#### Use Case
- Ideal for Shopify merchants seeking to automate multi-channel order confirmations, team alerts, and incentivize larger purchases with dynamic, value-based discounts.

Automatically confirm orders via WhatsApp and email, notify the team on Slack, and send discount emails based on order values.

John Doe

Demo Product

Default Title

#1001

Free Shipping

Confirm Shopify order and send discount based on value

## Workflow Overview
This automation streamlines the employee onboarding process by integrating recruitment, record-keeping, and communication steps into a single seamless workflow. Upon addition of a new candidate, their details are recorded and a welcome email is sent, ensuring an efficient and consistent onboarding experience.

---

### Trigger
- **Type:** Service Trigger
- **Description:** The workflow starts when a new employee onboarding process is initiated, typically triggered by an external service or system event.

---

### Actions

#### 1. Add Candidate via Recruitee
- **Action Name:** `Create_Candidate_`
- **Purpose:** Registers a new candidate in the recruitment system using the Recruitee plugin.
- **Explanation:**
  - Adds a new candidate to Recruitee with essential information.
  - **Details Entered:**
    - Company ID: 1234
    - Name: John Smith
    - Email: johnsmith808@gmail.com
    - Phone Number: 123456789
    - Job Offer ID: 12345

#### 2. Record Candidate Details in Google Sheets
- **Action Name:** `Add_Candidate_details_in_Sheet`
- **Purpose:** Logs the candidate's information in a company spreadsheet using Google Sheets.
- **Explanation:**
  - Creates a new row in the 'Team Neelam' spreadsheet (Sheet: June Data) to keep a record of the onboarding details for audit and reporting purposes.

#### 3. Send Welcome Email via Gmail
- **Action Name:** `WelcomeEmailOnboarding`
- **Purpose:** Sends a welcome email to the new employee using Gmail.
- **Explanation:**
  - Automatically sends a structured welcome email message to the new hire's email address.
  - **Details:**
    - Recipient: vaishaliraghuvanshi99@gmail.com
    - Subject: test
    - Message Body: testings
    - Message Type: Plain Text

---

### Usage
This workflow is ideal for HR teams looking to save time, reduce manual steps, and ensure a smooth onboarding experience for every new employee. Simply integrate this workflow with your existing hiring tools and configure according to your organization’s requirements.

---

### App Icons
- ![Recruitee](https://stuff.thingsofbrand.com/recruitee.com/images/img6241051782_recruitee.jpg)
- ![Google Sheets](https://stuff.thingsofbrand.com/google.com/images/img4_googlesheet.png)
- ![Gmail](https://mailmeteor.com/logos/assets/PNG/Gmail_Logo_512px.png)

This workflow adds a new candidate's details, records them in a spreadsheet, and sends a welcome email.

John Smith

Automate Employee Onboarding

# 🚀 Automated Idea & Bug Review Workflow

Streamline how your users submit ideas or bug reports! When someone shares a new idea or bug, this workflow makes sure the right team reviews it, lets authorized users approve or reject, and notifies everyone smoothly.

---

## 🛎️ Step 1: Webhook Trigger
When a user submits an idea or bug through your form or app, the workflow is triggered automatically.

---

## 🔎 Step 2: Validate and Format Submission
All input data is validated and formatted. The workflow checks if the structure is correct, making sure required fields (like type, description, files) are present. Form selections (dropdowns, attachments) are mapped to clear text and attached files are pulled in. Submission date/time is converted to Indian Standard Time for easy tracking.

---

## 🚨 Step 3: Check Urgency and Type
The workflow checks if the submission is a bug marked as "Urgent" or a new idea, so it can route and prioritize accordingly.

---

## 👤 Step 4: User Authorization Check
It checks if the person taking action (approve/reject) is an authorized reviewer (for example: specific team members). 

- **If not authorized:** 
    - Sends a message to the user (via Slack), letting them know they cannot approve or reject, and notifies the channel accordingly.
- **If authorized:**
    - Logs response with username and the current date/time in Indian format, then sends confirmation via Slack, marking the decision with an approving or rejecting message and special icon.

---

## 🤝 Step 5: Notify & Update
No matter who acted, the system shares updates with the channel, keeps everything transparent, and makes sure all team members know about new ideas, urgent bugs, or actions taken.

---

## ✅ End: Automated Tracking
Every step is recorded automatically, ensuring nothing is lost and the process creates a clear, auditable trail.

---

**Automate idea rewards, sync bug reports, and boost your team’s productivity today!**

Streamline your idea and bug tracking process, validate input, and send notifications to the right team members automatically.

This workflow collects user ideas and bugs, validates the input, stores the information, and sends notifications to appropriate channels.

This function creates a response message that includes the username of the user who submitted it and the current date.

Convert current date to a readable format in Indian timezone

Parse the private_metadata from the Send_Interactive_messages view

This workflow processes user ideas, validates the input, creates a new entry in a specified table, and sends a message with the suggestion details.

Automate Idea & Bug Submission Review and Rewards

## Workflow Overview
This templated workflow is designed to automate user registration for webinars or masterclasses by capturing details, storing them securely, and providing seamless WhatsApp communication for both confirmation and timely reminders—all aligned with the event's scheduling.

### 1. Functions & Data Preparation
- **ConstructFullPhoneNumberFunction**: Assembles the registrant’s full phone number from `dialCode` and `phone` (from the request body), enabling consistent formatting for messaging.
- **order_time_to_IST** (Inactive): (Legacy/inactive) Intended for formatting order time to IST.
- **ConvertOrderTimeToISTFunction**: Converts provided order time to 'Asia/Kolkata' timezone (`YYYY-MM-DD HH:mm:ss`), ensuring time-based actions are locale-accurate.

### 2. Store & Retrieve Event and User Data
- **Add_New_Row** ([Google Sheets](https://stuff.thingsofbrand.com/google.com/images/img4_googlesheet.png)):
  - Purpose: Save each new registration into the spreadsheet 'Leads For Tagmango' → 'Tagmango Leads'.
  - Fields: Name, Email, Phone Number, and Order Time.
- **List_all_rows** ([Google Sheets](https://stuff.thingsofbrand.com/google.com/images/img4_googlesheet.png)):
  - Purpose: Pull event schedule and required variables from the 'WhatsApp Notification Variables' sheet.

### 3. WhatsApp Confirmation & Reminder Automation
- **Send_WhatsApp_messages_using_template** ([MSG91](https://stuff.thingsofbrand.com/msg91.com/images/img69c1735b65_msg91.jpg)):
  - Purpose: Instantly confirms webinar registration via WhatsApp, utilizing template fields for personalized user and event details.

---
#### Smart Reminder Logic & Delays
Multiple actions calculate the difference, in minutes, between now and specified thresholds prior to the event time. Each uses 'Asia/Kolkata' timezone and data from the spreadsheet for accurate scheduling. Supported intervals include: 24 hours, 14 hours, 4 hours, 2 hours, 30 minutes, and 5 minutes.

- **CalculateEventTimeDifference_1_days**: Computes minutes to 24 hours before the event.
  - **If in future**: Delays workflow for calculated minutes, then sends WhatsApp 24-hour reminder.
- **CalculateEventTimeDifference_14_hrs**: Checks if more than 14 hours before event, delays accordingly with no further nested action (useful for late-evening reminders).
- **CalculateEventTimeDifference_4_Hrs**, **2_Hrs**, **30_minutes**, **5_mins**: Each calculates and then (if still prior to threshold) delays before sending tailored WhatsApp reminders using specific templates.

Each delay is implemented using the [viaSocket utilities Delay](https://stuff.thingsofbrand.com/viasocket.com/images/img6b109ca44d_viasocket_plug.jpg) plugin, intelligently adjusting to real event time and ensuring no negative or zero delays occur.

---
#### WhatsApp Reminder Message Plugins
- **Send_WhatsApp_messages_remanider_24_hrs**: 24h pre-event WhatsApp reminder.
- **Send_WhatsApp_messages_remanider_30_mins**: 30m reminder with event details.
- **Send_WhatsApp_messages_remanider_5_mins**: Last-minute nudge, sent 5 min before start.

---
#### Data Sync/API (Inactive)
- **PostDataToFlowAPI**: (Inactive) Example of sending webhook payload to a Flow API for advanced integrations.

---
### How to Use?
1. Integrate this template with your registration form, passing user `name`, `email`, `dialCode`, `phone`, and `orderTime` as payload.
2. Connect with relevant Google Sheets and MSG91 account for messaging (template setup required in MSG91).
3. This workflow will automatically:
   - Format and store each registration
   - Retrieve upcoming event info
   - Instantly confirm user on WhatsApp
   - Send reminders at 24hr, 30min, and 5min intervals (plus optional ones at 14hr, 4hr, and 2hr)

---
#### App Icons:
- **Google Sheets**: ![Google Sheets](https://stuff.thingsofbrand.com/google.com/images/img4_googlesheet.png)
- **MSG91 (WhatsApp)**: ![MSG91](https://stuff.thingsofbrand.com/msg91.com/images/img69c1735b65_msg91.jpg)
- **viaSocket Delay**: ![viaSocket](https://stuff.thingsofbrand.com/viasocket.com/images/img6b109ca44d_viasocket_plug.jpg)
- **Flow API**: ![Flow API](https://thingsofbrand.com/api/icon/flow.sokt.io)

---
### Customization Tips
- Adjust the triggers (delays, reminders) for your event’s unique schedule.
- Update WhatsApp template messages via MSG91 account for brand personalization.
- Expand reminder intervals by duplicating logic for new thresholds.


This workflow collects user details, saves them in a spreadsheet, and sends WhatsApp messages for event confirmations and reminders based on the event schedule.

This workflow gathers user information, stores it in a spreadsheet, and sends WhatsApp messages for event confirmations and reminders based on the event timing.

Calculate the difference in minutes between the current date and time and the event date and time in +5:30 GMT, considering the timezone offset.

This function constructs a full phone number by combining the dial code and phone number from the request body.

This function converts the order time to Indian Standard Time (IST) using the moment library.

This code extracts the order time from your request, converts it to Indian Standard Time (IST), and returns it in a readable date and time format. This makes it easy to view the order time in IST.

Whatsapp Confirmation on Webinar Registration

# Automate Payment Confirmation with WhatsApp & Email Alerts

Easily keep your business and your customers up-to-date by automating notifications for every successful payment. This template streamlines payment communications—sending professional messages and emails for you—as well as smartly segmenting leads or onboarding users based on payment amounts.

---

## Trigger Event: New Payment Captured
Whenever a new payment is received through your payment gateway, this workflow springs into action. This ensures no payment goes unnoticed and users get prompt confirmation.

---

## Actions
### 1. Send WhatsApp Notification to User
Users receive a personalized WhatsApp message confirming their payment, including essential details like amount, payment ID, and method—so they have immediate peace of mind.

### 2. Send Email Notification to User
An email is sent instantly to the payer, summarizing their payment details and offering a professional acknowledgment of receipt—building trust and transparency.

### 3. Notify Admin via WhatsApp
Admins receive a WhatsApp update summarizing payment details and user information—keeping your team instantly informed of every transaction.

### 4. Payment Amount-Based Actions
#### a) For Payments of ₹180
- **Add Lead to Google Sheet**: The new lead's details are logged in a Google Sheet for tracking and nurturing.
- **Send Workshop Confirmation on WhatsApp**: The user receives a WhatsApp message about workshop confirmation and important joining details.
- **Send Workshop Confirmation Email**: Users get an email with event and bonus details, group links, and further instructions.

#### b) For Payments of ₹1,500
- **Send Onboarding WhatsApp Message**: Users instantly receive onboarding instructions and scheduling info for your ad setup service.
- **Send Onboarding Email**: An email delivers all necessary onboarding steps, so users feel welcomed and informed from the start.

#### c) For Payments of ₹1
- **Create Learner Profile**: Automatically sets up a learner account (great for sample/demo registrations) with the provided contact details.
- **Enroll Learner in Course**: Instantly enrolls the user in your specified course without manual entry.

---

## Benefits of This Template
- Never miss a payment notification—your team and customers are always informed
- Save hours of admin work with instant, error-free lead logging and onboarding
- Build customer trust with quick, clear communications via WhatsApp & email
- Segment leads and trigger the right workflow for workshops, onboarding, or courses—automatically
- Focus on growing your business while repetitive tasks run in the background


Instantly notify users and admins about new payments via WhatsApp and email, segment leads, and automate onboarding or workshop confirmations—no manual effort required!

This code takes an amount from a payment context, converts it from its current representation (which is without decimals) to a decimal format, and returns the modified amount.

When a new payment is successfully captured.

Automate Payment Confirmation with WhatsApp & Email Alerts

### 📨 Postmark Email Bounce Capture & Notification Workflow

This workflow streamlines how email bounce events are handled by capturing bounce data, logging that data in a Google Sheet for audits and analytics, and sending an instant Telegram notification to your team.

---

#### **Workflow Steps**

1. **Trigger: Postmark Email Bounce Event**
   * Initiated when a bounce event is received from Postmark via webhook/service event.

2. **📊 Google Sheets – Log Bounce Event** ![Google Sheets](https://stuff.thingsofbrand.com/google.com/images/img4_googlesheet.png)
   * Action: *Add New Row*
   * Purpose: Records the following Postmark bounce details to the spreadsheet:
     - Email
     - Name
     - Description
     - Message Id
     - Bounced Type
     - Message Stream
     - Tag
   * This provides an auditable historical record of bounce events.

3. **🛠️ Format Bounce Notification Message**
   * Action: *Function Block*
   * Purpose: Generates a clean, structured summary of the bounce event using the fields captured (email, name, description, etc.).
   * Output: `formatted_bounce_message` string ready for team communication.

4. **💬 Telegram – Send Bounce Alert** ![Telegram](https://stuff.thingsofbrand.com/telegram.org/images/img6c1c10f144_telegram.jpg)
   * Action: *Send Message*
   * Purpose: Automatically sends the formatted bounce details to a designated Telegram chat (e.g., team chat) in Markdown format, ensuring your team is promptly alerted of deliverability issues.

---

**Key Benefits:**
- Never miss a bounce event — all details are securely logged and your team is notified instantly.
- Streamlines email deliverability monitoring and analysis.
- Reduces manual monitoring workload and aids in faster troubleshooting.

---
**Ideal for:**
- Organizations using Postmark for transactional emails
- Teams wanting real-time notifications and logging of bounce events

Automatically log email bounce events from Postmark to Google Sheets and instantly notify your team via Telegram with detailed bounce information.

Sample Sheet

📩 New Email Bounce

Email: plugs@viasocket.com
Name: DMARC Policy
Description: Email rejected due DMARC Policy.
Message Id: c85bef47-613f-4e19-8435-ad7d52e1532b
Bounced Type: DMARCPolicy
Message Stream: outbound
Tag: transactional

Format and return a message with email bounce details

Triggers when an email sent through Postmark bounces.

DMARC Policy

Automated Postmark Email Bounce Logger & Telegram Notifier

# Automate Lead Tracking: Add Contacts to Trello Effortlessly

This workflow simplifies the way you manage business leads. It instantly finds contacts from your lead database and, if they exist, creates a Trello card for easy tracking and organization. No more manual entry or double handling—let automation streamline your sales process!

## Trigger Event
### Start the Workflow
The automation begins whenever you want to process a new lead or contact. You simply provide the name of your contact (for example, "krishna") for the system to look up.

## Actions

### 1. Find Contact in Kommo
The workflow automatically searches for the specified contact in your Kommo (CRM) database. It checks if the contact (like "krishna") already exists, saving you time and avoiding duplicates. If the contact is found, the workflow continues. If not, it stops, ensuring only valid leads are processed.

### 2. Create Card in Trello
If the contact exists, a new card is created on your chosen Trello board and list. This means each valid lead gets its own Trello card, so your sales or follow-up process remains organized and visual without any manual updates.

## Benefits of This Template
- Instantly updates your Trello boards with real leads—no manual data entry required
- Ensures your sales or project workflows are always up to date and organized
- Reduces errors and saves time, letting you focus on converting leads instead of tracking them

Use this template to supercharge your lead management and keep your team in sync!

Automatically search for your leads and create Trello cards for them, so your sales process stays organized and up-to-date without manual work.

test

krishna

My lead

Automate Lead Tracking: Add Contacts to Trello Effortlessly

# Daily Bug Summarizer

## Overview
This workflow automates the process of notifying your team whenever a high-priority bug is reported in your Linear project. Every day at 12 PM, the system checks for bugs and, if a high-priority issue is found, sends an instant message to your team's Slack channel.

## Trigger
- **Type:** CRON
- **Detail:** Runs daily at 12 PM.

## Actions

### 1. Bug_Reported _(Linear)_
- **Purpose:** Searches for an issue in Linear by its ID.
- **Configuration:**
    - **Team:** Virendra (ID: c9d94d80-1a40-4761-87b3-7b9cca7cace9)
    - **Issue:** issue (ID: f33e6137-1c7f-4197-b092-80d46d61705b)

### 2. Paths (Conditional Logic)
Groups conditional actions.

#### 2.1 ifBlock: Bug_report_status_high
- **Condition:** `context.res.Bug_Reported?.status === 'high'`
- **Purpose:** Checks if the retrieved bug's status is 'high'.

##### 2.1.1 Send_Bug_to_Channel _(Slack)_
- **Purpose:** Sends a Slack message to alert the team of the high-priority bug.
- **Configuration:**
    - **Channel:** general
    - **Message Content:** dfsdfd
    - **Scheduled:** No
    - **Send as User:** false
    - **Bot Display Name:** viaSocket
    - **Custom Icon:** false
    - **Reply to a message:** false

## Visual Reference
| Step                | App/Icon |
|---------------------|----------|
| Bug_Reported        | ![Linear](https://stuff.thingsofbrand.com/linear.app/images/img6e7b754f26_linear.jpg) |
| Send_Bug_to_Channel | ![Slack](https://stuff.thingsofbrand.com/slack.com/images/img668216333e_slack.jpg) |

## Usage Example
Use this template to automate high-priority bug alerts in Slack, ensuring timely visibility for your development team without manual checking.

This workflow sends a message to a Slack channel when a high-priority bug is reported.

Daily Bug Summarizer

# Automate Google Drive File Organization with Team Alerts

Organizing files can be time-consuming and keeping your team informed can be a hassle. This smart template takes care of that by automatically organizing your Google Drive files, alerting your team on Slack, and referencing a spreadsheet for file management rules—all without manual work.

## Trigger Event: New Google Drive File Added
Whenever a new file is added to a monitored folder in Google Drive, this workflow kicks into action. No more missing important uploads!

## Actions

### 1. Send Slack Notification
A friendly message is instantly sent to your chosen Slack channel, letting your team know that a new file has been added to the folder. This keeps everyone aware and reduces the chances of missed files or delays.

### 2. Extract File Information
The system gathers details about the new file like its name, type, size, and owner. This information is crucial for organizing and tracking purposes.

### 3. Lookup File Metadata in Google Sheets
It then checks a Google Sheets tracking spreadsheet for any metadata or routing rules related to the file. If details are found, they guide the next action so files are always handled according to your business's needs.

### 4. Move File to Correct Folder in Google Drive
Finally, the file is automatically moved to the correct destination folder based on your pre-set rules. No more manual sorting or confusion about where files belong.

## Benefits
- **Saves time:** Eliminates manual sorting and notifications.
- **Improves teamwork:** Ensures everyone knows when new files arrive.
- **Reduces errors:** Consistent file movement guided by easy-to-update Google Sheet tracking.
- **Boosts productivity:** Lets your team focus on important work instead of file management.

Automate file organization today and make your file workflow truly effortless!

Keep your team in the loop when new files arrive in Google Drive—notify on Slack, check Google Sheets for file details, and auto-move files to the right folder.

Extracts file information from the provided context.

Triggers when a new file is created into a specific folder .

document.txt

https://drive.google.com/uc?id=abc123&export=download

Automate Google Drive File Organization with Team Alerts

## Workflow Overview

This workflow is designed to automate post-HubSpot deal actions by notifying your team in Slack and logging feedback in Google Sheets. It triggers whenever a relevant event occurs in your connected service (integration with HubSpot or a custom service webhook), helping your team stay updated and track feedback efficiently.

---

### Trigger
- **Type:** Service Trigger
- **Purpose:** Activates the workflow when a specific event occurs in your connected platform. The exact event (e.g., new HubSpot deal created) will need to be set up during workflow configuration.

---

### Actions

#### 1. Send Slack Notification
- **Action Name:** Notify_Team_Member
- **Type:** Plugin Action
- **App:** Slack ![Slack Icon](https://stuff.thingsofbrand.com/slack.com/images/img668216333e_slack.jpg)
- **Functionality:** Sends an instant message to a Slack channel.
    - **Channel:** dfsgdhngj (C07DZ9UG46S)
    - **Message Content:** "hello  mmnnn"
    - **Scheduled Message:** No
    - **Send as User:** false (sent as bot)
    - **Bot Display Name:** viaSocket
    - **Custom Icon:** false
    - **Reply to Message:** false
- **Purpose:** Alerts a specific Slack channel instantly with a customized message when a HubSpot deal is detected.

#### 2. Add to Google Sheet
- **Action Name:** Add_in_Sheet
- **Type:** Plugin Action
- **App:** Google Sheets ![Google Sheets Icon](https://stuff.thingsofbrand.com/google.com/images/img4_googlesheet.png)
- **Functionality:** Creates a new entry (row) in a designated spreadsheet.
    - **Spreadsheet:** Feedback Data 2025-26 (ID: 1DAxTY4TT1z7PMgo6gWxFcvJCVye3Lmjx5QDWFzT-zxY)
    - **Sheet:** Sheet1 (ID: 0, Title: Sheet1)
    - **Column Names:** Not specified (customization possible)
- **Purpose:** Records information related to the triggered deal event in a central feedback spreadsheet for later analysis or tracking.

---

### How it Works
1. **Event Occurs:** Service trigger watches for events (for example, a new deal in HubSpot).
2. **Slack Notification:** Instantly notifies the chosen Slack channel with a preset message so the responsible team is aware in real time.
3. **Google Sheets Entry:** Logs relevant details of the event in a Google Sheet, making feedback and event tracking systematic and accessible.

### Use Cases
- Sales teams that need instant Slack alerts for new or updated deals.
- Automated logging of deals or events for reporting/feedback in Google Sheets.
- Teams aiming for transparent and immediate communication with easy auditing via spreadsheets.

---

**Note:** Customize the Slack channel, message content, and targeted Google Sheet according to your organizational structure and feedback needs.

This workflow sends a message to a Slack channel and creates a new entry in a feedback spreadsheet.

Get notified if any deal is created in your account.

Send HubSpot Deal Alerts to Slack and Add to Google Sheets

# Automate Appointment PDF Confirmations from PDFMonkey to Gmail

Make your appointment process seamless by automatically creating PDF confirmations and sending them instantly to clients via Gmail. No more manual document creation or emailing—this workflow does it all for you, delivering a polished experience every time.

## Trigger Event: New Appointment Scheduled
This workflow kicks off whenever a new appointment is submitted to your system.

## Actions
### 1. Generate PDF Confirmation with PDFMonkey
A customized appointment confirmation PDF is created using the details provided, such as client name, appointment date, time, and duration.

### 2. Send Confirmation Email with Gmail
The generated PDF is then attached to a personalized email and sent directly to your client’s inbox using Gmail.

## Benefits
- **Save Time:** Instantly create and send PDF confirmations—no manual work required.
- **Enhance Communication:** Clients receive professional confirmation emails with all appointment details.
- **Stay Organized:** Keep a digital record of all scheduled appointments.
- **Boost Professionalism:** Deliver branded, accurate confirmations every time.

Generate PDF confirmations with PDFMonkey and automatically email them to clients using Gmail, enhancing communication and saving time for both.

Triggers when a new appointment is scheduled

Automate Appointment PDF Confirmations from PDFMonkey to Gmail

# Automate Lead Status Change Notifications on Slack

Stay updated on important changes with this easy-to-use automation template. Whenever a lead’s status changes in your data, your team will know right away via a Slack message. This ensures no delays in communication and helps teams act quickly on fresh opportunities.

## Trigger Event: Lead Status Change Detected
The automation kicks in when a change is detected for a lead’s status. It searches through your spreadsheet, looking for updates to any lead’s information.

## Actions

### 1. Lookup Lead Details in Spreadsheet
The workflow checks your selected spreadsheet and finds the correct row based on the unique lead ID. This ensures only the right lead’s status change gets attention, keeping messages accurate and targeted.

### 2. Send Direct Message in Slack
Once the lead is located and a status change is detected, a direct message is instantly sent to the chosen Slack user (such as Slackbot). This message clearly states which lead’s status changed and what the new status is, so everyone stays informed.

## Benefits
This template streamlines your team’s response by:
- Eliminating manual tracking of lead status updates
- Notifying team members immediately on Slack
- Reducing communication delays for faster action on leads
Keep your sales or support processes efficient and up-to-date with real-time alerts!

Instantly alert your Slack team when a lead’s status is updated, by automatically checking your spreadsheet and sending a direct message for quick follow-up.

My lead  leads status is changed to the  83158139

Automate Lead Status Change Notifications on Slack

# Introduction
This template helps you automate the process of sending emails using your Gmail account whenever a webhook is triggered. It is ideal for businesses and professionals looking to send automated notifications, alerts, or messages without manual effort.

# Trigger Event: Webhook Trigger
The automation begins when a webhook is triggered. This means an external service or application can initiate the workflow whenever a specific event occurs, such as a form submission, a new order, or any other action that supports webhooks.

# Actions

## Send Email via Gmail
Once the webhook is triggered, the workflow sends an email using your Gmail account. 
- **Recipient's Email:** The email address provided through the webhook request will be used as the recipient.
- **Subject:** The subject is set as a sample value ('dsf' in the placeholder), but you can customize it to suit your needs.
- **Message Type:** The email will be sent as plain text.
- **Message Body:** A sample text is provided ('ds'), which can be replaced with your specific message.

## Send Response
After sending the email, the workflow sends a simple response to acknowledge that the email process has been completed. This lets the initiating service know the action was successful.

# Benefits
- **Instant notifications:** Automatically send emails without manual intervention.
- **Easily customizable:** Adjust recipient, subject, and message content to fit any business scenario.
- **Saves time:** Perfect for order alerts, form responses, and timely updates.

Easily send emails via Gmail when a webhook is triggered, streamlining your communication process.

Automate Email Sending with Webhook Trigger

# Send Google Sheets Student Updates as SMS via ClickSend

Easily manage student information from Google Sheets and keep them informed with real-time SMS notifications. Perfect for onboarding and quick communication!

## Trigger Event: New or Updated Student Data in Google Sheets
The workflow starts when a student’s information is looked up or updated in your Google Sheets database.

## Actions
### 1. Lookup Student Details in Google Sheets
Search for student info based on their email address to quickly retrieve or check their current data.

### 2. Update Student Details in Google Sheets
Update specific details for the student in Google Sheets if needed, making sure your records are always current.

### 3. Send Welcome SMS via ClickSend
Automatically send a personalized SMS welcome message to the student’s phone number, keeping them instantly informed.

## Benefits
- **Save Time:** Automate record updates and SMS notifications for hassle-free onboarding.
- **Keep Data Consistent:** Ensure your student records are always up-to-date.
- **Improve Communication:** Instantly reach students with important information using SMS from ClickSend.

Use Google Sheets to look up and update student details, then instantly send a welcome SMS through ClickSend for fast communication.

Triggers when a new subscriber is added to a designated list.

John Deo

Send Google Sheets Student Updates as SMS via ClickSend

# Automate Productboard Features to Trello Cards

Stay on top of your feature requests by automatically adding new Productboard features as Trello cards. This workflow ensures that your team never misses an important update and keeps your project management boards aligned with your product development.

---

## Trigger Event: Productboard Feature Update
The workflow starts when a new feature is detected in your Productboard account. Whenever there’s a new or updated feature, the automation takes action right away.

---

## Actions

### 1. List All Features in Productboard
The workflow first retrieves details of all features currently available in Productboard. This ensures you always have the latest information about your product updates.

### 2. Get All Lists from Your Trello Board
Next, the automation reviews your chosen Trello board and pulls a list of all its sections (called "lists"). This step makes sure that each new task is added to the most appropriate place in your workflow.

### 3. Create a Trello Card for Each Feature
Finally, for every feature in Productboard, the workflow creates a new Trello card under your specified board and its first list. This keeps all your team members up-to-date on what features need attention, right from within Trello.

---

## Benefits
- Save time and avoid manual data entry
- Prevent missed feature requests by having everything in one place
- Improve team collaboration with real-time task organization
- Keep your project management system synchronized with your product roadmap


Seamlessly sync Productboard features to Trello by automatically creating cards for each new feature, ensuring your team stays organized and updates are never missed.

AI & Automation

MCP

Automation Experts

Pricing

We'd love to hear from you!

Search ready to use automations

Know More About viaSocket Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation