Basic of viaSocket
What is viaSocket?
viaSocket is an AI-powered tool that helps you automate tasks and connect different apps easily. It works with over 5000 applications to simplify complex processes and increase productivity.
Folders
In viaSocket, folders help organize tasks within a workspace. You can group related tasks together, making it easier to manage and organize your work.
User Management
viaSocket offers strong team collaboration tools that make it easy for team members to communicate and work together within workflows. These features help improve efficiency, boost productivity, and keep everyone on the same page.
Trigger Your Workflows
viaSocket offers different ways to start workflows:
Webhooks: Set up webhooks to trigger workflows automatically when something happens in an external system or app. For example, a webhook can trigger a workflow when a new lead is added to a CRM system.
App Integrations: viaSocket connects with popular apps, so workflows can be triggered by actions in those apps. For example, you can set up workflows to send automatic emails when new entries are added to a Google Sheets document.
Cron: Schedule workflows to run at specific times or intervals using cron. This is useful for automating tasks that need to happen regularly, like creating monthly reports or updating databases.
Built-in Tools
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viaSocket provides a range of built-in tools to enhance workflow automation, including:
Multiple Paths (If Conditions)
Lets you branch your workflow based on conditions. Essentially, it checks if something is true or false and then routes the flow accordingly.Custom Logic (JS Code)
Allows you to write and run your own JavaScript code to perform custom tasks or calculations within your flow.Variable
Lets you store or transform data for use later in the workflow. Think of it like a container that holds a value you can reference.HTTP API Request
Enables you to send and receive data from external services via API calls, integrating outside information into your flow.Human Intervention
Pauses the automation so a person can manually review, approve, or input data before the flow continues.AI Step
Lets you ask an AI model a question or prompt and then use its response to influence the next steps in the workflow.Memory
Stores data from previous runs or steps, allowing you to recall and use that information later in the flow.Delay
Pauses the workflow for a specified amount of time or until a condition is met, then continues processing.Comment
A simple note or explanation to document and clarify parts of the workflow for anyone reading or editing it.
Embed
Embedding viaSocket into your app allows you to add automation features that improve productivity. It connects with thousands of apps, so users can automate tasks without leaving your platform. You can also customise the look to match your brand, giving users a smooth and consistent experience.
Automation Experts
Automation Experts in viaSocket are agencies or freelancers who know a lot about workflow automation. They help businesses design, set up, and improve workflows to get the most out of viaSocket. By working with these experts, users can make their processes more efficient, boost productivity, and get personalised support and solutions for their specific needs.
Ask AI
Ask AI in viaSocket uses smart technology to improve your workflows. It gives helpful suggestions, automates complicated tasks, and boosts performance, making your workflows faster and more efficient. For example, users can ask the AI to create workflows or generate code based on their needs. Ask AI helps users use AI to make workflows better and improve decision-making.
Invocations
In viaSocket, each action counts as one invocation, while the initial trigger does not. Understanding and managing invocations is essential for optimizing resource use, controlling costs, and ensuring efficient workflow performance within your plan’s limits.
For example, if a lead submits a contact form, and ViaSocket adds the lead's details to your CRM and sends a Slack notification, it consumes two invocations.
Metrics
Metrics in viaSocket give important information about how well your workflows are performing. They track things like execution time, status, how often the workflow runs, error rates, and resource use. These details help you improve efficiency, manage costs, make your workflows more reliable, and scale them up. By keeping an eye on these metrics, you can make smart decisions to improve and simplify your automation processes.
Notifications
viaSocket lets users choose which apps they want to receive notifications from about their workflows. This keeps you updated on important events like failed steps, issues, and alerts, helping you take quick action and keep everything running smoothly.
Whether you want to automate simple tasks, improve complex processes, or connect different systems, viaSocket gives you the tools and flexibility to do it efficiently.
By using AI and powerful integrations, viaSocket helps businesses work more efficiently, reduce manual work, and focus on what really matters: growing and innovating.