viaSocket for Microsoft SharePoint

viaSocket is a no-code workflow automation platform designed to integrate and streamline business processes within Microsoft SharePoint. It enables users to automate document handling, approvals, content management, and SharePoint list interactions by connecting SharePoint with over 5,000 other apps—without writing a single line of code. With viaSocket for SharePoint, organizations can automate end-to-end workflows, improve collaboration, and enhance productivity directly within the SharePoint environment.

Type of User that Benefits

• Small and Medium-sized Businesses (SMBs) using SharePoint for document storage, team collaboration, and internal portals.

• Operations, HR, Finance, and IT teams looking to automate document approvals, employee onboarding, content publishing, and internal request tracking.

• Non-technical users, project managers, and business owners who want to enhance their SharePoint capabilities without relying on developers or IT resources.

Customer Need / Pain

Many businesses struggle with:

• Manual document workflows, such as approvals, version tracking, and notifications.

• Siloed tools where SharePoint content doesn’t interact with CRMs, HR tools, help desks, or other critical systems.

• Time-consuming repetitive tasks, like updating SharePoint lists, routing documents, and notifying users manually.

viaSocket solves these problems by:

• Offering a no-code solution to connect SharePoint with tools like Outlook, Teams, Slack, Zoho CRM, Salesforce, Google Drive, and more.

• Allowing businesses to automate workflows such as document approval chains, employee onboarding, change request management, and content publishing.

• Supporting human-in-the-loop workflows—enabling automation with checkpoints where human decisions or reviews are necessary.

• Helping teams save time, reduce errors, and focus on strategic work instead of chasing manual updates.