Connect Salesforce and Way We Do
Integrate Salesforce 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 New Contact in Salesforce
Complete a Checklist Step in Way We Do when New Contact in Salesforce
Add a Checklist Comment to Way We Do when New Contact in Salesforce
Start Checklist Instance in Way We Do when New Contact in Salesforce
Find a Checklist by Title in Way-we-do when New Contact in Salesforce
Popular Salesforce + Way We Do flows
Start from a real workflow other teams are already running.
Choose a trigger
Salesforce
When this happens...
New Contact
New Lead
New Record
Updated Record
New Case Attachment
New Task
New Account
Update Contact
New Opportunity
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 New Contact in Salesforce
Use this flowComplete a Checklist Step in Way We Do when New Contact in Salesforce
Use this flowAdd a Checklist Comment to Way We Do when New Contact in Salesforce
Use this flowStart Checklist Instance in Way We Do when New Contact in Salesforce
Use this flowFind a Checklist by Title in Way-we-do when New Contact in Salesforce
Use this flowFind a Checklist Instance by ID in Way We Do when New Contact in Salesforce
Use this flowFind a Checklist Instance by Title in Way We Do when New Contact in Salesforce
Use this flowFind a Checklist Step by ID in Way-we-do when New Contact in Salesforce
Use this flowFind a Procedure by Title in Way-we-do when New Contact in Salesforce
Use this flowFind a Procedure or Checklist by ID in Way We Do when New Contact in Salesforce
Use this flowSupported Triggers & Actions
Everything you can automate between Salesforce and Way We Do.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
New Case Attachment
Triggers when a new Attachment is added to a case.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your Salesforce integrations.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead To Campaign
Adds an existing lead to an existing campaign.
Create Attachment
Creates a new attachment (max 25MB).
Create Contact
Creates a new contact.
Create Note
Creates a new note and links it to a parent record
Update Contact
Updates an existing contact in Salesforce.
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
Learn more
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 Salesforce 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 Salesforce 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 Salesforce triggers actions in Way We Do, and a separate workflow where Way We Do triggers actions in Salesforce. 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 Salesforce 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 Salesforce 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.
