Connect Way We Do and Iterate
Integrate Way We Do with Iterate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Way We Do + Iterate 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
Iterate
Automatically do this!
Add User to Survey
List Surveys
Get Survey Responses
Get Survey Stats
Search User
Anonymize User
Add User to Survey in Iterate when New Comment in Way We Do
Use this flowList Surveys from Iterate when New Comment in Way We Do
Use this flowGet Survey Responses from Iterate when New Comment in Way We Do
Use this flowGet Survey Stats from Iterate when New Comment in Way We Do
Use this flowSearch User in Iterate when New Comment in Way We Do
Use this flowAnonymize User in Iterate when New Comment in Way We Do
Use this flowAdd User to Survey in Iterate when Checklist Started in Way-we-do
Use this flowList Surveys from Iterate when Checklist Started in Way-we-do
Use this flowGet Survey Responses from Iterate when Checklist Started in Way-we-do
Use this flowGet Survey Stats from Iterate when Checklist Started in Way-we-do
Use this flowSupported Triggers & Actions
Everything you can automate between Way We Do and Iterate.
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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AI will build it for you
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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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 Iterate
Iterate helps teams collect customer feedback and insights through targeted surveys and forms.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Way We Do and Iterate 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 Iterate 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 Iterate. No coding required.
Yes. You can set up a workflow where Way We Do triggers actions in Iterate, and a separate workflow where Iterate 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 Iterate. 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 Iterate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
