Connect Way We Do and Bigin
Integrate Way We Do with Bigin to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Way We Do + Bigin flows
Start from a real workflow other teams are already running.
Choose a trigger
Way We Do
When this happens...
New Comment
Checklist Started
Checklist Step Completed
Procedure Accepted
Supervisor SignOff Invite
Checklist Finished
Choose an action
Bigin
Automatically do this!
Create Contact
Update Contact
Update Company
Get Organization Details
Create Or Update Pipeline
Create Or Update Contact
Create Pipeline
Update Contact in Bigin when New Comment in Way We Do
Use this flowUpdate Company in Bigin when New Comment in Way We Do
Use this flowGet Organization Details from Bigin when New Comment in Way We Do
Use this flowCreate Or Update Pipeline in Bigin when New Comment in Way We Do
Use this flowCreate Or Update Contact in Bigin when New Comment in Way We Do
Use this flowCreate Pipeline in Bigin when New Comment in Way We Do
Use this flowUpdate Contact in Bigin when Checklist Started in Way-we-do
Use this flowUpdate Company in Bigin when Checklist Started in Way-we-do
Use this flowGet Organization Details from Bigin when Checklist Started in Way-we-do
Use this flowCreate Or Update Pipeline in Bigin when Checklist Started in Way-we-do
Use this flowSupported Triggers & Actions
Everything you can automate between Way We Do and Bigin.
When this happensTriggers
A trigger is an event that starts a workflow.
New Comment
Triggers when a new comment is added to a checklist.
Checklist Started
Triggers when a checklist instance is started.
Checklist Step Completed
Triggers when a checklist instance step is completed.
Procedure Accepted
Triggers when a procedure has been accepted.
Supervisor SignOff Invite
Triggers when a supervisor is invited for signoff.
Checklist Finished
Triggers when a checklist instance is finished.
Do thisActions
Action is the task that follows automatically within your Way We Do integrations.
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.
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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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
About Bigin
Bigin by Zoho CRM is a customer relationship management system tailored for small businesses to streamline sales, marketing, and customer service. Its intuitive pipeline management tracks opportunities across sales stages with customizable workflows.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Way We Do and Bigin 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 Way We Do and Bigin 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 Bigin. No coding required.
Yes. You can set up a workflow where Way We Do triggers actions in Bigin, and a separate workflow where Bigin triggers actions in Way We Do. 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 Way We Do and Bigin. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Way We Do and Bigin integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
