Connect AgentMail and Way We Do
Integrate AgentMail with Way We Do to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add a New User to Way We Do when New Email Received in Agentmail
Complete a Checklist Step in Way We Do when New Email Received in Agentmail
Add a Checklist Comment to Way We Do when New Email Received in Agentmail
Start Checklist Instance in Way We Do when New Email Received in Agentmail
Find a Checklist by Title in Way-we-do when New Email Received in Agentmail
Popular AgentMail + Way We Do flows
Start from a real workflow other teams are already running.
Choose a trigger
AgentMail
When this happens...
New Email Received
New Email Sent
New Email Delivered
New Email Bounced
New Spam Complaint
Choose an action
Way We Do
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
Add a New User to Way We Do when New Email Received in Agentmail
Use this flowComplete a Checklist Step in Way We Do when New Email Received in Agentmail
Use this flowAdd a Checklist Comment to Way We Do when New Email Received in Agentmail
Use this flowStart Checklist Instance in Way We Do when New Email Received in Agentmail
Use this flowFind a Checklist by Title in Way-we-do when New Email Received in Agentmail
Use this flowFind a Checklist Instance by ID in Way We Do when New Email Received in Agentmail
Use this flowFind a Checklist Instance by Title in Way We Do when New Email Received in Agentmail
Use this flowFind a Checklist Step by ID in Way-we-do when New Email Received in Agentmail
Use this flowFind a Procedure by Title in Way-we-do when New Email Received in Agentmail
Use this flowFind a Procedure or Checklist by ID in Way We Do when New Email Received in Agentmail
Use this flowSupported Triggers & Actions
Everything you can automate between AgentMail and Way We Do.
When this happensTriggers
A trigger is an event that starts a workflow.
New Email Received
Runs when a new email arrives in a chosen inbox.
New Email Sent
Runs when an email is sent from a chosen inbox.
New Email Delivered
Runs when a sent email reaches the recipient's mail server.
New Email Bounced
Runs when a sent email bounces, with the bounce type and recipients.
New Spam Complaint
Runs when a recipient marks a sent email as spam.
New Comment
Triggers when a new comment is added to a checklist.
Do thisActions
Action is the task that follows automatically within your AgentMail integrations.
Forward Email
Forward an email from an inbox to new recipients with an optional note.
Send Email
Send a new email from an inbox with text or HTML, attachments and labels.
Create Inbox
Create a new email inbox with an optional username, domain and display name.
Reply to Email
Reply to an email in its thread, to the sender or to everyone on it.
Update Email Labels
Add or remove labels on an email to track its state.
Send Draft
Send a saved draft from an inbox and optionally change its labels.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About AgentMail
AgentMail provides email inboxes and API tools for AI agents to send, receive, and manage email programmatically.
Learn moreSimilar apps
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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your AgentMail and Way We Do accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between AgentMail and Way We Do as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Way We Do. No coding required.
Yes. You can set up a workflow where AgentMail triggers actions in Way We Do, and a separate workflow where Way We Do triggers actions in AgentMail. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between AgentMail and Way We Do. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire AgentMail and Way We Do integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
