Create integrations between Way We Do and Insightly
Create Record in Insightly when New Comment in Way We Do
Update Record in Insightly when New Comment in Way We Do
Find Record in Insightly when New Comment in Way We Do
Create Record in Insightly when Checklist Started in Way-we-do
Update Record in Insightly when Checklist Started in Way-we-do
Find Record in Insightly when Checklist Started in Way-we-do
Create Record in Insightly when Checklist Step Completed in Way We Do
Update Record in Insightly when Checklist Step Completed in Way We Do
Find Record in Insightly when Checklist Step Completed in Way We Do
Create Record in Insightly when Procedure Accepted in Way We Do
Actions and Triggers
When this happensTriggers
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
Create Record
Creates a Record.
Update Record
Updates a Record
Find Record
Finds an existing Record.
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Frequently Asked Questions
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 MoreAbout Insightly
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
Learn More
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