
When this happens...
New Project
Project is Archived
Project is Deleted
New File Version Is Uploaded
File Version is Deleted
New Folder is Created
Reviewer is Invited to a Reviewer Group
File Is Deleted
New Comment is Created
Comment Reply Is Created
File Due Date Is Changed
File Review Status is Changed
Review Decision is Submitted
New File is Added to a Project
When a Review Is Started in a New Reviewer Group
When a Review Due Date Has Arrived

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 new project is created
Triggers when a project is archived.
Triggers when a project is removed.
Triggers when a new version of a file is uploaded.
Triggers when a file version is removed.
Triggers when a new folder is created.
Action is the task that follows automatically within your Filestage integrations.
Creates a folder.
Creates a project in the specific folder.
Archives/Unarchives a chosen project.
Adds reviewers to a chosen reviewer group.
Creates a general comment for a provided version.
List all reviewer groups of a specific project.

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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 Filestage and Way We Do accounts to viaSocket. Once connected, you can set up a workflow where an event in Filestage triggers actions in Way We Do (or vice versa).
Absolutely. You can customize how Filestage 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 Filestage 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 Filestage 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.
Filestage is a collaborative platform designed to streamline the review and approval process for creative projects. It allows teams to share, review, and approve files such as videos, images, and documents in a centralized and organized manner, enhancing productivity and ensuring timely feedback.
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.
Learn More