Connect klenty and Way We Do
Integrate klenty 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 Prospect Unsubscribe from Klenty
Complete a Checklist Step in Way We Do when Prospect Unsubscribe from Klenty
Add a Checklist Comment to Way We Do when Prospect Unsubscribe from Klenty
Start Checklist Instance in Way We Do when Prospect Unsubscribe from Klenty
Find a Checklist by Title in Way-we-do when Prospect Unsubscribe from Klenty
Popular klenty + Way We Do flows
Start from a real workflow other teams are already running.
Choose a trigger
klenty
When this happens...
Prospect Unsubscribe
Cadence First Reply
On Bounce
On Cadence Completed
On Click
On Open
On Reply
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 Prospect Unsubscribe from Klenty
Use this flowComplete a Checklist Step in Way We Do when Prospect Unsubscribe from Klenty
Use this flowAdd a Checklist Comment to Way We Do when Prospect Unsubscribe from Klenty
Use this flowStart Checklist Instance in Way We Do when Prospect Unsubscribe from Klenty
Use this flowFind a Checklist by Title in Way-we-do when Prospect Unsubscribe from Klenty
Use this flowFind a Checklist Instance by ID in Way We Do when Prospect Unsubscribe from Klenty
Use this flowFind a Checklist Instance by Title in Way We Do when Prospect Unsubscribe from Klenty
Use this flowFind a Checklist Step by ID in Way-we-do when Prospect Unsubscribe from Klenty
Use this flowFind a Procedure by Title in Way-we-do when Prospect Unsubscribe from Klenty
Use this flowFind a Procedure or Checklist by ID in Way We Do when Prospect Unsubscribe from Klenty
Use this flowSupported Triggers & Actions
Everything you can automate between klenty and Way We Do.
When this happensTriggers
A trigger is an event that starts a workflow.
Prospect Unsubscribe
Unsubscribe a prospect from Klenty email sequences to stop automated follow-up messages.
Cadence First Reply
Detects when a prospect sends the first reply to a cadence email, logs the response, and triggers follow-up actions.
On Bounce
Triggered when an email sent from Klenty bounces, allowing workflows to handle failed deliveries.
On Cadence Completed
Notifies when a Klenty cadence finishes for a contact or campaign so you can start follow-up actions.
On Click
Triggers when a Klenty email recipient clicks a link, providing recipient, link, and timestamp details.
On Open
Triggered when a recipient opens an email sent from Klenty.
Do thisActions
Action is the task that follows automatically within your klenty integrations.
Create Prospect
Create a new prospect in Klenty
Change Status To Do Not Contact
Mark a prospect as Do Not Contact to prevent future emails
Revert Prospect Status From Do Not Contact
Set a prospect's status to Do Not Contact using their email address.
Start Cadence
Update Start Cadence action to remove manual auth, fix cadenceName value access, and add explicit account email input.
Stop All Mails to Prospect
Stop all scheduled emails and automated follow-ups to the specified prospect using their email address.
Stop Cadence
Stop cadence for a prospect
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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About klenty
Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.
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 klenty 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 klenty 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 klenty triggers actions in Way We Do, and a separate workflow where Way We Do triggers actions in klenty. 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 klenty 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 klenty 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.
