Integrate Sendlane with Way We Do to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
Sendlane
When this happens...
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
Subscribe a Contact in Sendlane when New Comment in Way We Do
Use this flowUnsubscribe a Contact in Sendlane when New Comment in Way We Do
Use this flowDelete a Contact in Sendlane when New Comment in Way We Do
Use this flowGet a Contact Detail in Sendlane when New Comment in Way We Do
Use this flowCreate a List in Sendlane when New Comment in Way We Do
Use this flowUpdate a List in Sendlane when New Comment in Way We Do
Use this flowGet a List Detail in Sendlane when New Comment in Way We Do
Use this flowGet a Campaign Detail in Sendlane when New Comment in Way We Do
Use this flowAdd Contact to Sendlane when New Comment in Way We Do
Use this flowSubscribe a Contact in Sendlane when Checklist Started in Way-we-do
Use this flowEverything you can automate between Sendlane and Way We Do.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Action is the task that follows automatically within your Sendlane integrations.
Subscribe a contact by its email ID.
Unsubscribe a contact by its email ID
Delete a Contact by its email id
Get a contact detail by its email id
Create a list and specify sender's profile detail
Update a list from the list ID

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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Sendlane is an email marketing service that provides businesses with tools to create and send email campaigns, automate marketing processes, and analyze email engagement. It's designed to help improve customer communication and drive sales.
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.
Learn moreSign up for a free viaSocket account, then authorize both your Sendlane 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 Sendlane 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 Sendlane triggers actions in Way We Do, and a separate workflow where Way We Do triggers actions in Sendlane. 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 Sendlane 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 Sendlane 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.