Create integrations between LionDesk and Way We Do
Create Contact in LionDesk when New Comment in Way We Do
Start Campaign in Liondesk when New Comment in Way We Do
Find a Contact in LionDesk when New Comment in Way We Do
Create Contact in LionDesk when Checklist Started in Way-we-do
Start Campaign in Liondesk when Checklist Started in Way-we-do
Find a Contact in LionDesk when Checklist Started in Way-we-do
Create Contact in LionDesk when Checklist Step Completed in Way We Do
Start Campaign in Liondesk when Checklist Step Completed in Way We Do
Find a Contact in LionDesk when Checklist Step Completed in Way We Do
Create Contact in LionDesk when Procedure Accepted in Way We Do
Actions and Triggers
When this happensTriggers
New Contact
Triggers when a new contact is created in Liondesk.
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.
Supervisor SignOff Invite
Triggers when a supervisor is invited for signoff.
Do thisActions
Create Contact
Creates a new contact in Liondesk.
Start Campaign
Start an existing campaign for a contact.
Find a Contact
Search for a contact in your LionDesk account.
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Frequently Asked Questions
About LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
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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