Create integrations between Salesforce and Way We Do
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
Find a Checklist Instance by ID in Way We Do when New Contact in Salesforce
Find a Checklist Instance by Title in Way We Do when New Contact in Salesforce
Find a Checklist Step by ID in Way-we-do when New Contact in Salesforce
Find a Procedure by Title in Way-we-do when New Contact in Salesforce
Find a Procedure or Checklist by ID in Way We Do when New Contact in Salesforce
Actions and Triggers
When this happensTriggers
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 Comment
Triggers when a new comment is added to a checklist.
Do thisActions
Add a New User
Create and invite a New User.
Complete a Checklist Step
Mark a specific step in a checklist instance as complete.
Add a Checklist Comment
Adds a new comment to an Activated Checklist Instance step.
Start Checklist Instance
Starts a checklist instance for a user.
Find a Checklist by Title
Search for a checklist by title.
Find a Checklist Instance by ID
Search for a checklist instance by ID.
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Frequently Asked Questions
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 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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