Follow these steps to connect your Jira and automate your tasks effortlessly.

Step 1: Select Jira from viaSocket’s Library of Apps

Find Jira :Use the search bar to locate Jira from the list of available apps.

Select Jira: Click on Jira to begin the integration process.

Step 2: Authenticate

Authentication Prompt: After selecting Jira, viaSocket will prompt you to authenticate your Jira account.

Allow Access: You will be asked to choose from one of your Jira accounts. Select your desired account and Click on 'Allow Access' to proceed.  

Log In to Jira : If you are not already logged in, you will be asked to log into your Jira account.

Map Data Fields, Test and Save

• Ensure that data from the triggering app is correctly mapped to the fields in Jira. This might involve mapping email content to a lead’s details or form submissions to contact records.

• Before finalizing, run a test to ensure everything is set up correctly. 

• Once you are satisfied with the test results, save your step.

Follow these steps to connect your Zoho Projects and automate your tasks effortlessly.

                         Select Zoho Projects: Click on Zoho Projects to begin the integration process.

Authentication Prompt: After selecting Zoho Projects, viaSocket will prompt you to authenticate your Zoho Projects account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Projects data. Click 'Accept' to proceed.

               

• Ensure that data from the triggering app is correctly mapped to the fields in Zoho Projects. This might involve mapping email content to a lead’s details or form submissions to contact records.
• Before finalizing, run a test to ensure everything is set up correctly. 
• Once you are satisfied with the test results, save your step.

Follow these steps to connect your Confluence Cloud and automate your tasks effortlessly.

Step 1: Select Confluence Cloud from viaSocket’s Library of Apps

Find Confluence Cloud: Use the search bar to locate Confluence Cloud from the list of available apps.

Select Confluence Cloud : Click on Confluence Cloud to begin the integration process.

Step 2: Authenticate

Authentication Prompt: After selecting Confluence Cloud, viaSocket will prompt you to authenticate your Confluence Cloud account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Confluence Cloud data. Click 'Accept' to proceed.

Log In to Confluence Cloud: If you are not already logged in, you will be asked to log into your Confluence Cloud account.

Map Data Fields, Test and Save

• Ensure that data from the triggering app is correctly mapped to the fields in Confluence Cloud.

• Before finalizing, run a test to ensure everything is set up correctly. 

• Once you are satisfied with the test results, save your step.

Follow these steps to connect your Zoom and automate your tasks effortlessly.

Step 1: Select Zoom from viaSocket’s Library of Apps

Find Zoom: Use the search bar to locate Zoom from the list of available apps.

Select Zoom: Click on Zoom to begin the integration process.

Step 2: Authenticate

Authentication Prompt: After selecting Zoom, viaSocket will prompt you to authenticate your Zoom account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Zoom data. Click 'Accept' to proceed.

Log In to Zoom: If you are not already logged in, you will be asked to log into your Zoom account.

Map Data Fields, Test and Save

• Ensure that data from the triggering app is correctly mapped to the fields in Zoom.

• Before finalizing, run a test to ensure everything is set up correctly. 

• Once you are satisfied with the test results, save your step.

Uninstalling viaSocket from your Zoom account.
If you want to uninstall the viaSocket app from your Zoom account:

1. Log in to your Zoom account and navigate to the Zoom App Marketplace.

2. Click Manage.

3. Click Installed Apps, or search for viaSocket in the search field.

Follow these steps to connect your Zoho CRM and automate your tasks effortlessly.

                         Select Zoho CRM: Click on Zoho CRM to begin the integration process.

Authentication Prompt: After selecting Zoho CRM, viaSocket will prompt you to authenticate your Zoho CRM account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho CRM data. Click 'Accept' to proceed.

               

For example, in the below image we have searched New Typeform entry in our Zoho CRM and Send the Email address in Slack channel.

Before finalizing, run a test to ensure everything is set up correctly. 

Once you are satisfied with the test results, save your step.

Follow these steps to connect your Bigin and automate your tasks effortlessly.

Step 1: Select Bigin from viaSocket’s Library of Apps

Find Bigin: Use the search bar to locate Bigin from the list of available apps.

Select Bigin: Click on Bigin to begin the integration process.
           

Step 2: Authenticate

Authentication Prompt: After selecting Bigin, viaSocket will prompt you to authenticate your Bigin account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Bigin data. Click 'Accept' to proceed.

Log In to Bigin: If you are not already logged in, you will be asked to log into your Bigin account.

Map Data Fields, Test and Save

• Ensure that data from the triggering app is correctly mapped to the fields in Bigin.
  

  

• Before finalizing, run a test to ensure everything is set up correctly. 

• Once you are satisfied with the test results, save your step.

Follow these steps to connect your Zoho Sheet and automate your tasks effortlessly.

                         Select Zoho Sheet: Click on Zoho Sheet to begin the integration process.

Authentication Prompt: After selecting Zoho Sheet, viaSocket will prompt you to authenticate your Zoho Sheet account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Sheet data. Click 'Accept' to proceed.

               

• Ensure that data from the triggering app is correctly mapped to the fields in Zoho Sheet. This might involve mapping email content to a lead’s details or form submissions to contact records.
• Before finalizing, run a test to ensure everything is set up correctly. 
• Once you are satisfied with the test results, save your step.

Follow these steps to connect your Zoho Cliq and automate your tasks effortlessly.

                         Select Zoho Cliq: Click on Zoho Cliq to begin the integration process.

Authentication Prompt: After selecting Zoho Cliq, viaSocket will prompt you to authenticate your Zoho Cliq account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Cliq data. Click 'Accept' to proceed.

               

Before finalizing, run a test to ensure everything is set up correctly. 

Once you are satisfied with the test results, save your step.

Follow these steps to connect your Zoho Writer and automate your tasks effortlessly.

                         Select Zoho Writer: Click on Zoho Writer to begin the integration process.

Authentication Prompt: After selecting Zoho Writer, viaSocket will prompt you to authenticate your Zoho Writer account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Writer data. Click 'Accept' to proceed.

               

• Ensure that data from the triggering app is correctly mapped to the fields in Zoho Writer. This might involve mapping email content to a lead’s details or form submissions to contact records.
• Before finalizing, run a test to ensure everything is set up correctly. 
• Once you are satisfied with the test results, save your step.

Follow these steps to connect your Zoho Mail and automate your tasks effortlessly.

Step 1: Select Zoho Mail from viaSocket’s Library of Apps

Find Zoho Mail: Use the search bar to locate Zoho Mail from the list of available apps.

Select Zoho Mail: Click on Zoho Mail to begin the integration process.

Step 2: Authenticate

Authentication Prompt: After selecting Zoho Mail, viaSocket will prompt you to authenticate your Zoho Mail account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Mail data. Click 'Accept' to proceed.

Log In to Zoho Mail: If you are not already logged in, you will be asked to log into your Zoho Mail account.

Map Data Fields, Test and Save

Now map data from Zoho Mail to other apps or use other apps data to perform actions in Zoho Mail app.

Before finalizing, run a test to ensure everything is set up correctly. 

Once you are satisfied with the test results, save your step.

Follow these steps to connect your Zoho Mail and automate your tasks effortlessly.

Step 1: Select Zoho Mail from viaSocket’s Library of Apps

Find Zoho Mail: Use the search bar to locate Zoho Mail from the list of available apps.

Select Zoho Mail: Click on Zoho Mail to begin the integration process.

Step 2: Authenticate

Authentication Prompt: After selecting Zoho Mail, viaSocket will prompt you to authenticate your Zoho Mail account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Mail data. Click 'Accept' to proceed.

Log In to Zoho Mail: If you are not already logged in, you will be asked to log into your Zoho Mail account.

Map Data Fields, Test and Save

Now map data from Zoho Mail to other apps or use other apps data to perform actions in Zoho Mail app.

Before finalizing, run a test to ensure everything is set up correctly. 

Once you are satisfied with the test results, save your step.

Follow these steps to connect your HubSpot and automate your tasks effortlessly.

                         Select HubSpot: Click on HubSpot to begin the integration process.

Authentication Prompt: After selecting HubSpot, viaSocket will prompt you to authenticate your HubSpot account.

Choose Account: You will be asked to choose from one of your HubSpot accounts. Select your desired account and Click on 'Choose Account' to proceed.

               

• Ensure that data from the triggering app is correctly mapped to the fields in HubSpot. This might involve mapping email content to a lead’s details or form submissions to contact records.
• Before finalizing, run a test to ensure everything is set up correctly. 
• Once you are satisfied with the test results, save your step.

Follow these steps to connect your Xero and automate your tasks effortlessly.

                         Select Xero: Click on Xero to begin the integration process.

Authentication Prompt: After selecting Xero, viaSocket will prompt you to authenticate your Xero account.

Allow Access: You will be asked to choose from one of your Xero accounts. Select your desired account and Click on 'Allo Access' to proceed.

               

• Ensure that data from the triggering app is correctly mapped to the fields in Xero. This might involve mapping email content to a lead’s details or form submissions to contact records.
• Before finalizing, run a test to ensure everything is set up correctly. 
• Once you are satisfied with the test results, save your step.

  ---

Follow these steps to connect your Zendesk Support and automate your tasks effortlessly.

Find Zendesk Support Use the search bar to locate Zendesk Support from the list of available apps.

                         Select Zendesk Support: Click on Zendesk Support to begin the integration process.

                          Step 2: Authenticate

Authentication Prompt: After selecting Zendesk Support, viaSocket will prompt you to authenticate your Zendesk Support account.

Log In to Zendesk Support: If you are not already logged in, you will be asked to log into your Zendesk Support account.

Map Data Fields, Test and Save

• Ensure that data from the triggering app is correctly mapped to the fields in Zendesk Support

• This might involve mapping email content to a lead’s details or form submissions to contact records.

• Before finalizing, run a test to ensure everything is set up correctly. 

• Once you are satisfied with the test results, save your step.

Follow these steps to connect your Zendesk Sell and automate your tasks effortlessly.

                         Select Zendesk Sell: Click on Zendesk Sell to begin the integration process.

Authentication Prompt: After selecting Zendesk Sell, viaSocket will prompt you to authenticate your Zendesk Sell account.

Log In to Zendesk Sell: If you are not already logged in, you will be asked to log into your Zendesk Sell account.

• Ensure that data from the triggering app is correctly mapped to the fields in Zendesk Sell. This might involve mapping email content to a lead’s details or form submissions to contact records.
• Before finalizing, run a test to ensure everything is set up correctly. 
• Once you are satisfied with the test results, save your step.

Follow these steps to connect your Box and automate your tasks effortlessly.

                         Select Box: Click on Box to begin the integration process.

Authentication Prompt: After selecting Box, viaSocket will prompt you to authenticate your Box account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Box data. Click 'Allow and Install' to proceed.

               

• Ensure that data from the triggering app is correctly mapped to the fields in Box. This might involve mapping email content to a lead’s details or form submissions to contact records.
• Before finalizing, run a test to ensure everything is set up correctly. 
• Once you are satisfied with the test results, save your step.

Follow these steps to connect your Klaviyo and automate your tasks effortlessly.

                         Select Klaviyo: Click on Klaviyo to begin the integration process.

Authentication Prompt: After selecting Klaviyo, viaSocket will prompt you to authenticate your Klaviyo account.

Allow Access: You will be asked to choose from one of your Klaviyo accounts. Select your desired account and Click on 'Allow Access' to proceed.

               

• Ensure that data from the triggering app is correctly mapped to the fields in Klaviyo. This might involve mapping email content to a lead’s details or form submissions to contact records.
• Before finalizing, run a test to ensure everything is set up correctly. 
• Once you are satisfied with the test results, save your step.

  ---

Follow these steps to connect your Gorgias and automate your tasks effortlessly.

                         Select Gorgias: Click on Gorgias to begin the integration process.

Authentication Prompt: After selecting Gorgias, viaSocket will prompt you to authenticate your Gorgias account.

Allow Access: You will be asked to choose from one of your Gorgias accounts. Select your desired account and Click on 'Authorize Aapp' to proceed.

               

• Ensure that data from the triggering app is correctly mapped to the fields in Gorgias. This might involve mapping email content to a lead’s details or form submissions to contact records.
• Before finalizing, run a test to ensure everything is set up correctly. 
• Once you are satisfied with the test results, save your step.

  ---

Follow these steps to connect your Asana and automate your tasks effortlessly.

                         Select Asana: Click on Asana to begin the integration process.

Authentication Prompt: After selecting Asana, viaSocket will prompt you to authenticate your Asana account.

Log In to Asana: If you are not already logged in, you will be asked to log into your Asana account.

• Ensure that data from the triggering app is correctly mapped to the fields in Asana. This might involve mapping email content to a lead’s details or form submissions to contact records.
• Before finalizing, run a test to ensure everything is set up correctly. 
• Once you are satisfied with the test results, save your step.

Follow these steps to connect your Zoho Books and automate your tasks effortlessly.

Step 1: Select Zoho Books from viaSocket’s Library of Apps

Find Zoho Books: Use the search bar to locate Zoho Books from the list of available apps.

Select Zoho Books: Click on Zoho Books to begin the integration process.

Step 2: Authenticate

Authentication Prompt: After selecting Zoho Books, viaSocket will prompt you to authenticate your Zoho Books account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Books data. Click 'Accept' to proceed.

Log In to Zoho Books: If you are not already logged in, you will be asked to log into your Zoho Books account.

Map Data Fields, Test and Save

Now map data from Zoho Books to other apps or use other apps data to perform actions in Zoho Books app.

Before finalizing, run a test to ensure everything is set up correctly. 

Once you are satisfied with the test results, save your step.

Follow these steps to connect your JustCall and automate your tasks effortlessly.

Find JustCall: Use the search bar to locate JustCall from the list of available apps.

                 

Authentication Prompt: After selecting JustCall, viaSocket will prompt you to authenticate your Justcall account.

Log In to JustCall: If you are not already logged in, you will be asked to log into your JustCall account.

               

• Ensure that data from the triggering app is correctly mapped to the fields in JustCall This might involve mapping email content to a lead’s details or form submissions to contact records.
• Before finalizing, run a test to ensure everything is set up correctly. 
• Once you are satisfied with the test results, save your step.

Follow these steps to connect your ActiveCampaign and automate your tasks effortlessly.

                         Select ActiveCampaign: Click on ActiveCampaign to begin the integration process.

Authentication Prompt: After selecting ActiveCampaign, viaSocket will prompt you to authenticate your ActiveCampaign account.

Choose Account: You will be asked to choose from one of your ActiveCampaign accounts. Select your desired account and Click on 'Choose Account' to proceed.

               

Log In to ActiveCampaign: If you are not already logged in, you will be asked to log into your ActiveCampaign account.

• Ensure that data from the triggering app is correctly mapped to the fields in ActiveCampaign. This might involve mapping email content to a lead’s details or form submissions to contact records.
• Before finalizing, run a test to ensure everything is set up correctly. 
• Once you are satisfied with the test results, save your step.

Follow these steps to connect your Pipedrive and automate your tasks effortlessly.

                         Select Pipedrive: Click on Pipedrive to begin the integration process.

Authentication Prompt: After selecting Pipedrive, viaSocket will prompt you to authenticate your Pipedrive account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Pipedrive data. Click 'Allow and Install' to proceed.

               

• Ensure that data from the triggering app is correctly mapped to the fields in Pipedrive. This might involve mapping email content to a lead’s details or form submissions to contact records.
• Before finalizing, run a test to ensure everything is set up correctly. 
• Once you are satisfied with the test results, save your step.

Follow these steps to connect your Bitbucket and automate your tasks effortlessly.

                         Select Bitbucket: Click on Bitbucket to begin the integration process.

Authentication Prompt: After selecting Bitbucket, viaSocket will prompt you to authenticate your Bitbucket account.

Allow Access: You will be asked to choose from one of your Bitbucket accounts. Select your desired account and Click on 'Allow Access' to proceed.

               

• Ensure that data from the triggering app is correctly mapped to the fields in Bitbucket. This might involve mapping email content to a lead’s details or form submissions to contact records.
• Before finalizing, run a test to ensure everything is set up correctly. 
• Once you are satisfied with the test results, save your step.

  ---

Step 1: Login to Your Sangam CRM Account

1. Open your web browser and navigate to the Sangam CRM login page.

2. Enter your credentials to log in to your account.

Step 2: Access the Admin Panel

1. Once logged in, navigate to your account settings by clicking on your account name or profile icon.
2. In the dropdown menu, select Admin to access the Admin Panel.

Step 3: Navigate to the Developer Space

1. In the Admin Panel, locate Developer Space.
2. Within the Developer Space, select Studio.

Step 4: Enable Necessary Features for Modules

1. In the Studio, you will see a list of all available modules.
2. Review the modules and EnableFeatures for those that are required for your operations.

(Suggested Modules: Account, Contact, Lead, Opportunity, Task, Ticket, User, Product, Tag.)

For each selected module, ensure the following features are enabled:

• Website Visibility
• Auto Distributions 

Step 5: Access API Integrations

1. After configuring the modules, return to the Admin Panel.
2. Navigate to Plugins and select API Integrations.

Step 6: Retrieve Your Token Key and API URL

1. In the API Integrations section, you will find the Token Key and API URL.
2. This Token Key and API URL will be valid for the modules you have selected.
3. In the Set Rule Module Wise section, you can see the modules that you have selected.

Step 7: Your Token key and  API-URL

Check the attached image for fetching your API URL and Token​

By following these steps, you will successfully generate the Token Key and obtain the API URL necessary for integrating with Sangam CRM.

Follow these steps to connect your Zoho Desk and automate your tasks effortlessly.

Step 1: Select Zoho Desk from viaSocket’s Library of Apps

Find Zoho Desk: Use the search bar to locate Zoho Desk from the list of available apps.

Select Zoho Desk: Click on Zoho Desk to begin the integration process.

Step 2: Authenticate

Authentication Prompt: After selecting Zoho Desk, viaSocket will prompt you to authenticate your Zoho Desk account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Desk data. Click 'Accept' to proceed.

Log In to Zoho Cliq: If you are not already logged in, you will be asked to log into your Zoho Cliq account.

Map Data Fields, Test and Save

Now map data from Zoho Cliq to other apps or use other apps data to perform actions in Zoho Cliq app.

Before finalizing, run a test to ensure everything is set up correctly. 

Once you are satisfied with the test results, save your step.

Follow these steps to connect your Zoho Desk and automate your tasks effortlessly.

Step 1: Select Zoho Desk from viaSocket’s Library of Apps

Find Zoho Desk: Use the search bar to locate Zoho Desk from the list of available apps.

Select Zoho Desk: Click on Zoho Desk to begin the integration process.

Step 2: Authenticate

Authentication Prompt: After selecting Zoho Desk, viaSocket will prompt you to authenticate your Zoho Desk account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Desk data. Click 'Accept' to proceed.

Log In to Zoho Cliq: If you are not already logged in, you will be asked to log into your Zoho Cliq account.

Map Data Fields, Test and Save

Now map data from Zoho Cliq to other apps or use other apps data to perform actions in Zoho Cliq app.

Before finalizing, run a test to ensure everything is set up correctly. 

Once you are satisfied with the test results, save your step.

Follow these steps to connect your Zoho Recruit and automate your tasks effortlessly.

Step 1: Select Zoho Recruit from viaSocket’s Library of Apps

Find Zoho Recruit: Use the search bar to locate Zoho Recruit from the list of available apps.

Select Zoho Recruit: Click on Zoho Recruit to begin the integration process.

Step 2: Authenticate

Authentication Prompt: After selecting Zoho Recruit, viaSocket will prompt you to authenticate your Zoho Recruit account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Recruit data. Click 'Accept' to proceed.

Log In to Zoho Recruit: If you are not already logged in, you will be asked to log into your Zoho Recruit account.

Map Data Fields, Test and Save

Now map data from Zoho Recruit to other apps or use other apps data to perform actions in Zoho Recruit app.

For example, in the below image whenever a new record is created or updated in Airtable, we search for job openings in Zoho Recruit and send mails using Zoho mail.

Before finalizing, run a test to ensure everything is set up correctly. 

Once you are satisfied with the test results, save your step.

Follow these steps to connect your Bitly and automate your tasks effortlessly.

Step 1: Select Bitly from viaSocket’s Library of Apps

Find Bitly: Use the search bar to locate Bitly from the list of available apps.

Select Bitly: Click on Bitly to begin the integration process.

Step 2: Authenticate

Authentication Prompt: After selecting Bitly, viaSocket will prompt you to authenticate your Bitly account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Bitly data. Click 'Accept' to proceed.

Log In to Zoom: If you are not already logged in, you will be asked to log into your Bitly account.

Map Data Fields, Test and Save

• Ensure that data from the triggering app is correctly mapped to the fields in Bitly.

• Before finalizing, run a test to ensure everything is set up correctly. 

• Once you are satisfied with the test results, save your step.

Follow these steps to connect your Zoho Campaigns and automate your tasks effortlessly.

Step 1: Select Zoho Campaigns from viaSocket’s Library of Apps

Find Zoho Campaigns: Use the search bar to locate Zoho Campaigns from the list of available apps.

Select Zoho Campaigns: Click on Zoho Campaigns to begin the integration process.

Step 2: Authenticate

Authentication Prompt: After selecting Zoho Campaigns, viaSocket will prompt you to authenticate your Zoho Campaigns account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Campaigns data. Click 'Accept' to proceed.

Log In to Zoho Campaigns: If you are not already logged in, you will be asked to log into your Zoho Campaigns account.

Map Data Fields, Test and Save

• Ensure that data from the triggering app is correctly mapped to the fields in Zoho Campaigns. This might involve mapping email content to a lead’s details or form submissions to contact records.

• Before finalizing, run a test to ensure everything is set up correctly. 

• Once you are satisfied with the test results, save your step.

Follow these steps to connect your Envoy and automate your tasks effortlessly.

Step 1: Select Envoy from viaSocket’s Library of Apps

Find Envoy : Use the search bar to locate Envoy from the list of available apps.

Select Envoy : Click on Envoy to begin the integration process.

Step 2: Authenticate

Authentication Prompt: After selecting Envoy , viaSocket will prompt you to authenticate your Envoy account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Envoy data. Click 'Accept' to proceed.

Log In to Envoy : If you are not already logged in, you will be asked to log into your Envoy account.

Map Data Fields, Test and Save

• Ensure that data from the triggering app is correctly mapped to the fields in Envoy .

• Before finalizing, run a test to ensure everything is set up correctly. 

• Once you are satisfied with the test results, save your step.

Follow these steps to connect your Contentful and automate your tasks effortlessly.

Step 1: Select Contentful from viaSocket’s Library of Apps

Find Contentful: Use the search bar to locate Contentful from the list of available apps.

Select Contentful: Click on Contentful to begin the integration process.

Step 2: Authenticate

Authentication Prompt: After selecting Contentful, viaSocket will prompt you to authenticate your Contentful account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Contentful data. Click 'Accept' to proceed.

Log In to Contentful: If you are not already logged in, you will be asked to log into your Contentful account.

Map Data Fields, Test and Save

• Ensure that data from the triggering app is correctly mapped to the fields in Zoom.

• Before finalizing, run a test to ensure everything is set up correctly. 

• Once you are satisfied with the test results, save your step.

If you'd like to reconnect viaSocket and your QuickBooks account, follow these steps:

1. Login to your viaSocket account.

2. Click on Reconnect to QuickBooks.

3. Click the "Connect to QuickBooks" button and follow the on-screen steps to authorize the connection.

Your QuickBooks account will now be reconnected with viaSocket, enabling seamless workflow integration.

Follow these steps to connect your Square and automate your tasks effortlessly.

Step 1: Select Square from viaSocket’s Library of Apps

Find Square : Use the search bar to locate Square from the list of available apps.

Select Square : Click on Square to begin the integration process.

Step 2: Authenticate

Authentication Prompt: After selecting Square, viaSocket will prompt you to authenticate your Square account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Square data. Click 'Accept' to proceed.

Log In to Square : If you are not already logged in, you will be asked to log into your Square account.

Map Data Fields, Test and Save

• Ensure that data from the triggering app is correctly mapped to the fields in Square .

• Before finalizing, run a test to ensure everything is set up correctly. 

• Once you are satisfied with the test results, save your step.

Follow these steps to connect your LionDesk and automate your tasks effortlessly.

Step 1: Select LionDesk from viaSocket’s Library of Apps

Find LionDesk : Use the search bar to locate LionDesk from the list of available apps.

Select LionDesk : Click on LionDesk to begin the integration process.

Step 2: Authenticate

Authentication Prompt: After selecting LionDesk , viaSocket will prompt you to authenticate your LionDesk account.

Grant Permissions: You will be asked to grant viaSocket permission to access your LionDesk data. Click 'Accept' to proceed.

Log In to LionDesk : If you are not already logged in, you will be asked to log into your LionDesk account.

Map Data Fields, Test and Save

• Ensure that data from the triggering app is correctly mapped to the fields in LionDesk .

• Before finalizing, run a test to ensure everything is set up correctly. 

• Once you are satisfied with the test results, save your step.

Follow these steps to connect your Zoho Meetings and automate your tasks effortlessly.

Step 1: Select Zoho Meetings from viaSocket’s Library of Apps

Find Zoho Meetings: Use the search bar to locate Zoho Meetings from the list of available apps.

Select Zoho Meetings: Click on Zoho Meetings to begin the integration process.

Step 2: Authenticate

Authentication Prompt: After selecting Zoho Meetings, viaSocket will prompt you to authenticate your Zoho Meetings account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Meetings data. Click 'Accept' to proceed.

Log In to Zoho Meetings: If you are not already logged in, you will be asked to log into your Zoho Meetings account.

Map Data Fields, Test and Save

Now map data from Zoho Meetings to other apps or use other apps data to perform actions in Zoho Meetings app.

For example, in the below image whenever a new record is created or updated in Airtable, we search for job openings in Zoho Meetings and send mails using Zoho Meetings.

Before finalizing, run a test to ensure everything is set up correctly. 

Once you are satisfied with the test results, save your step.

Follow these steps to connect your LiveChat and automate your tasks effortlessly.

Step 1: Create a New Flow

1. Log in to your viaSocket account.

2. Click on Create New Flow.

Step 2: Select a Trigger

1. Click on Add Trigger.

2. Choose LiveChat from the list of available apps.

Select LiveChat: Click on LiveChat to begin the integration process.

Step 3: Authenticate

Authentication Prompt: After selecting LiveChat, viaSocket will prompt you to authenticate your LiveChat account.

Log In to LiveChat: If you are not already logged in, you will be asked to log into your LiveChat account.

Step 4: Add Actions

1. Click on Add Action and choose the next step in your automation.

2. Select an app to integrate with LiveChat, such as:

   • Google Sheets (Save chat details automatically)

   • Slack (Send chat notifications)

   • CRM Apps (Update customer details)

3. Configure the action by mapping the necessary fields from LiveChat.

4. Click Save & Continue.

Step 4: Add Conditional Logic (Optional)

1. Use the If Conditional tool to add logic-based actions.

2. Define conditions such as:

   • If chat includes specific keywords, send an alert.

   • If chat duration exceeds a set time, escalate to a manager.

3. Click Save & Continue.

Step 5: Test and Activate the Flow

1. Click Test Flow to check if the setup is working correctly.

2. If successful, click Activate Flow.

Your LiveChat flow is now live in viaSocket, automating your chat processes efficiently.

Follow these steps to connect your Zoho Invoice and automate your tasks effortlessly.

Step 1: Select Zoho Invoice from viaSocket’s Library of Apps

Find Zoho Invoice : Use the search bar to locate Zoho Invoice from the list of available apps.

Select Zoho Invoice : Click on Zoho Invoice to begin the integration process.

Step 2: Authenticate

Authentication Prompt: After selecting Zoho Invoice, viaSocket will prompt you to authenticate your Zoho Invoice account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Invoice data. Click 'Accept' to proceed.

Log In to Zoho Invoice: If you are not already logged in, you will be asked to log into your Zoho Invoice account.

Map Data Fields, Test and Save

Now map data from Zoho Invoice to other apps or use other apps data to perform actions in Zoho Invoice app.

For example, in the below image whenever a new record is created or updated in Airtable, we search for job openings in Zoho Invoice and send mails using Zoho Invoice.

Before finalizing, run a test to ensure everything is set up correctly. 

Once you are satisfied with the test results, save your step.

Follow these steps to connect your Dialpad and automate your tasks effortlessly.

Step 1: Select Dialpad from viaSocket’s Library of Apps

Find Dialpad: Use the search bar to locate Dialpad from the list of available apps.

Select Dialpad: Click on Dialpad to begin the integration process.

Step 2: Authenticate

Authentication Prompt: After selecting Dialpad, viaSocket will prompt you to authenticate your Dialpad account.

Log In to Dialpad: If you are not already logged in, you will be asked to log into your Dialpad account.

Map Data Fields, Test and Save

• Ensure that data from the triggering app is correctly mapped to the fields in Dialpad.

• Before finalizing, run a test to ensure everything is set up correctly. 

• Once you are satisfied with the test results, save your step.

Follow these steps to connect your Zoho Sprints and automate your tasks effortlessly.

Step 1: Select Zoho Sprints from viaSocket’s Library of Apps

Find Zoho Sprints: Use the search bar to locate Zoho Sprints from the list of available apps.

Select Zoho Sprints: Click on Zoho Sprints to begin the integration process.

Step 2: Authenticate

Authentication Prompt: After selecting Zoho Sprints, viaSocket will prompt you to authenticate your Zoho Sprints account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Sprints data. Click 'Accept' to proceed.

Log In to Zoho Sprints: If you are not already logged in, you will be asked to log into your Zoho Sprints account.

Map Data Fields, Test and Save

Now map data from Zoho Sprints to other apps or use other apps data to perform actions in Zoho Sprints app.

Before finalizing, run a test to ensure everything is set up correctly. 

Once you are satisfied with the test results, save your step.

Follow these steps to connect your Zoho Forms and automate your tasks effortlessly.

Step 1: Select Zoho Forms from viaSocket’s Library of Apps

Find Zoho Forms : Use the search bar to locate Zoho Forms from the list of available apps.

Select Zoho Forms : Click on Zoho Forms to begin the integration process.

Step 2: Authenticate

Authentication Prompt: After selecting Zoho Forms, viaSocket will prompt you to authenticate your Zoho Forms account.

Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Forms data. Click 'Accept' to proceed.

Log In to Zoho Forms : If you are not already logged in, you will be asked to log into your Zoho Forms account.

Map Data Fields, Test and Save

Now map data from Zoho Forms to other apps or use other apps data to perform actions in Zoho Forms app.

For example, in the below image whenever a new record is created or updated in Airtable, we search for job openings in Zoho Forms and send mails using Zoho Forms.

Before finalizing, run a test to ensure everything is set up correctly. 

Once you are satisfied with the test results, save your step.