Connect Saleshandy and Way We Do to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Saleshandy
Choose an Action
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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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Comment
Triggers when a new comment is added to a checklist.
Checklist Started
Triggers when a checklist instance is started.
Checklist Step Completed
Triggers when a checklist instance step is completed.
Procedure Accepted
Triggers when a procedure has been accepted.
Supervisor SignOff Invite
Triggers when a supervisor is invited for signoff.
Checklist Finished
Triggers when a checklist instance is finished.
Do thisActions
Action is the task that follows automatically within your Saleshandy integrations.
Create Prospect/Add Prospect to Sequence
create prospects in saleshandy
Assign Prospect Tag
Assign one or more existing or new tags to a prospect identified by email.
Mark Prospect Status
Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.
Add a New User
Create and invite a New User.
Complete a Checklist Step
Mark a specific step in a checklist instance as complete.
Add a Checklist Comment
Adds a new comment to an Activated Checklist Instance step.
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Frequently Asked Questions
To start, connect both your Saleshandy and Way We Do accounts to viaSocket. Once connected, you can set up a workflow where an event in Saleshandy triggers actions in Way We Do (or vice versa).
Absolutely. You can customize how Saleshandy 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 Saleshandy 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 Saleshandy 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.
About Saleshandy
With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.
Learn MoreAbout Way We Do
Way 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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