viasocket
salesoptima

salesoptima

Way We Do

Way We Do

Enable Integrations or automations with these events of salesoptima and Way We Do

Enable Integrations or automations with these events of salesoptima and Way We Do

Triggers

salesoptima

New Comment

Triggers when a new comment is added to a checklist.

salesoptima

Checklist Started

Triggers when a checklist instance is started.

salesoptima

Checklist Step Completed

Triggers when a checklist instance step is completed.

salesoptima

Procedure Accepted

Triggers when a procedure has been accepted.

salesoptima

Supervisor SignOff Invite

Triggers when a supervisor is invited for signoff.

salesoptima

Checklist Finished

Triggers when a checklist instance is finished.

Actions

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Add a New User

Create and invite a New User.

salesoptima

Complete a Checklist Step

Mark a specific step in a checklist instance as complete.

salesoptima

Add a Checklist Comment

Adds a new comment to an Activated Checklist Instance step.

salesoptima

Start Checklist Instance

Starts a checklist instance for a user.

salesoptima

Find a Checklist by Title

Search for a checklist by title.

salesoptima

Find a Checklist Instance by ID

Search for a checklist instance by ID.

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Frequently asked questions

  • Is there a limit to the number of apps I can integrate through viaSocket?
  • No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
  • Can I automate complex multi-step workflows across thousands of apps with viaSocket?
  • Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
  • Can I monitor the performance of integrations and troubleshoot issues?
  • Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
  • How does viaSocket ensure the security of data exchanged between integrated apps?
  • Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
salesoptima

About salesoptima

SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.

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Way We Do

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 More