Triggers when a new comment is added to a checklist.
Triggers when a checklist instance is started.
Triggers when a checklist instance step is completed.
Triggers when a procedure has been accepted.
Triggers when a supervisor is invited for signoff.
Triggers when a checklist instance is finished.
Finds an existing User by email.
Creates a new Company.
Get list of users
Get list of custom fields
Get list items for all accounts
Get all accounts and associated data in your Nutshell instance.
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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.
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
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.
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