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Create integrations between GorillaDesk and Way We Do
Add a New User to Way We Do when New Customer in GorillaDesk
Complete a Checklist Step in Way We Do when New Customer in GorillaDesk
Add a Checklist Comment to Way We Do when New Customer in GorillaDesk
Start Checklist Instance in Way We Do when New Customer in GorillaDesk
Find a Checklist by Title in Way-we-do when New Customer in GorillaDesk
Find a Checklist Instance by ID in Way We Do when New Customer in GorillaDesk
Find a Checklist Instance by Title in Way We Do when New Customer in GorillaDesk
Find a Checklist Step by ID in Way-we-do when New Customer in GorillaDesk
Find a Procedure by Title in Way-we-do when New Customer in GorillaDesk
Find a Procedure or Checklist by ID in Way We Do when New Customer in GorillaDesk
Actions and Triggers
When this happensTriggers
New Customer
Triggers when a new customer is created.
Updated Customer
Trigger when an existing customer is updated.
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.
Do thisActions
Add a Customer
Adds a new customer to GorillaDesk.
Add a Lead
Adds a new lead to GorillaDesk.
Add a Booking
Adds a new event inside GorillaDesk with the status pending booking on the schedule.
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
About GorillaDesk
GorillaDesk is a comprehensive field service management software designed to streamline operations for service-based businesses. It offers features such as scheduling, invoicing, customer management, and reporting to enhance productivity and efficiency.
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.
Learn More
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