Connect Orderspace and Way We Do to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Dispatch
New Invoice
New Order
New Payment
New Product
Updated Customer
Updated Inventory Level
Updated Order
Delete Customer
Deleted Invoice
Updated Product
Deleted Product
Deleted Order
Choose an Action
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
Ready to use Orderspace and Way We Do automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is created.
New Dispatch
Triggers when a new dispatch is created.
New Invoice
Triggers when a new invoice is created.
New Order
Triggers when a new order is created.
New Payment
Triggers when a new payment is created.
New Product
Triggers when a new product is created.
Do thisActions
Action is the task that follows automatically within your Orderspace integrations.
Create Customer
Creating a new customer
Create Dispatch
Create a dispatch.
Create Order
Create a new order.
Create a Price List
Create a new price list.
Update Inventory Levels
Update the on-hand inventory levels.
Add a New User
Create and invite a New User.
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Frequently Asked Questions
To start, connect both your Orderspace and Way We Do accounts to viaSocket. Once connected, you can set up a workflow where an event in Orderspace triggers actions in Way We Do (or vice versa).
Absolutely. You can customize how Orderspace 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 Orderspace 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 Orderspace 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.
About Orderspace
Orderspace makes it simple for businesses to manage and accept wholesale orders online, offering an easy and efficient ordering experience.
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.
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