
When this happens...
New Contact
Update Contact
New Lead
Update Lead
New Listings
Updated Listings

Automatically do this!
Add a New User
Complete a Checklist Step
Add a Checklist Comment
Start Checklist Instance
Find a Checklist by Title
Find a Checklist Instance by ID
Find a Checklist Instance by Title
Find a Checklist Step by ID
Find a Procedure by Title
Find a Procedure or Checklist by ID
Find a User
Find a Checklist Step by Title
Add Collaborators
List Checklist Instance Comments
List Checklist Instances
List Collaborator Invites
Get Company
List All Company Roles
List Completed Checklist Steps
List Procedure Acceptance
List All Procedures
List All Security Roles
List All Time Zones
List All Users
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a contact is created.
Triggers when a contact is updated.
Triggers when a lead is created.
Triggers when a lead is updated.
Triggers when a listings is created.
Triggers when a listings is updated.
Action is the task that follows automatically within your Apex27 integrations.
Creates a new contact
Finds a specific contact reference by the ID
Returns the listing specified by the ID.
Uploads an image to a listing
Uploads a document to a specified listing
Creates a lead

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Apex27 and Way We Do accounts to viaSocket. Once connected, you can set up a workflow where an event in Apex27 triggers actions in Way We Do (or vice versa).
Absolutely. You can customize how Apex27 data is recorded in Way We Do. This includes choosing which data fields go into which fields of Way We Do, setting up custom formats, and filtering out unwanted information.
The data sync between Apex27 and Way We Do typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Apex27 and Way We Do. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Apex27 is a comprehensive real estate platform designed to streamline property management, sales, and lettings. It offers a suite of tools for estate agents to manage listings, client interactions, and transactions efficiently.
Learn MoreWay We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
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