Connect Totango and Way We Do to Build Intelligent Automations

Choose a Trigger

Totango

When this happens...

Choose an Action

Way We Do

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Comment

New Comment

Triggers when a new comment is added to a checklist.

Checklist Started

Checklist Started

Triggers when a checklist instance is started.

Checklist Step Completed

Checklist Step Completed

Triggers when a checklist instance step is completed.

Procedure Accepted

Procedure Accepted

Triggers when a procedure has been accepted.

Supervisor SignOff Invite

Supervisor SignOff Invite

Triggers when a supervisor is invited for signoff.

Checklist Finished

Checklist Finished

Triggers when a checklist instance is finished.

Request a new Trigger for Totango

Do thisActions

Action is the task that follows automatically within your Totango integrations.

Get User

Get User

Get details of user account

List Events

List Events

Get all the events form totango.

List Touchpoint Type

List Touchpoint Type

Get all the touchpoint type form totango.

List Touchpoint Tags

List Touchpoint Tags

Get all the touchpoint tags form totango.

List Activity Types

List Activity Types

Get all the Activity Types form totango.

List Teams

List Teams

Get all the teams form totango.

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Frequently Asked Questions

How do I start an integration between Totango and Way We Do?

To start, connect both your Totango and Way We Do accounts to viaSocket. Once connected, you can set up a workflow where an event in Totango triggers actions in Way We Do (or vice versa).

Can we customize how data from Totango is recorded in Way We Do?

Absolutely. You can customize how Totango 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.

How often does the data sync between Totango and Way We Do?

The data sync between Totango and Way We Do typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Totango to Way We Do?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Totango and Way We Do?

Yes, you can set conditional logic to control the flow of data between Totango 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.

Totango

About Totango

Totango is a Customer Engagement Management platform.

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Way We Do

About 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.

Learn More