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Way We Do

Way We Do

Create integrations between Way We Do and your favorite App

Create effective Way We Do automations in minutes by using pre-made templates that are customized for your needs

Select Any App to connect with Way We Do

Way We Do

Way We Do

Ethic

Ethic

Ethic is a platform dedicated to sustainable and responsible investing, helping individuals and organizations align their investment portfolios with their ethical values. It provides tools and insights to create and manage investment strategies that prioritize environmental, social, and governance (ESG) factors.

Investr

Investr

Bizom

Bizom

Bizom is a leading platform for retail intelligence and sales force automation, designed to streamline operations and enhance productivity for businesses in the retail sector. It offers tools for inventory management, order processing, and real-time analytics, empowering businesses to make data-driven decisions and optimize their supply chain.

Whautomate

Whautomate

Whautomate is a powerful automation tool designed to streamline communication processes through WhatsApp. It enables businesses to automate their messaging workflows, manage customer interactions, and enhance engagement with personalized responses. With Whautomate, users can efficiently handle customer queries, send bulk messages, and integrate with other business tools for a seamless communication experience.

NerdWallet

NerdWallet

NerdWallet is a personal finance company that provides tools and resources to help individuals make informed financial decisions. It offers insights on credit cards, banking, investing, loans, and insurance, empowering users to manage their finances effectively.

M1 Finance

M1 Finance

M1 Finance is a comprehensive financial platform that combines investing, borrowing, and spending in one place. It offers users the ability to create custom investment portfolios, access low-cost borrowing, and manage their finances with ease. With its intuitive interface and automated features, M1 Finance empowers individuals to take control of their financial future.

Crunchbase

Crunchbase

Crunchbase is a leading platform for discovering business information about private and public companies. It provides insights into company details, funding information, mergers and acquisitions, and industry trends, making it an essential tool for investors, entrepreneurs, and business professionals.

Lifesize Health

Lifesize Health

BlueJeans Telehealth

BlueJeans Telehealth

ProWritingAid

ProWritingAid

ProWritingAid is a comprehensive writing assistant tool designed to help writers, editors, and professionals enhance their writing skills. It offers grammar checking, style improvement, and detailed reports to ensure your writing is clear, concise, and engaging.

WhiteSmoke

WhiteSmoke

WhiteSmoke is a comprehensive writing solution that offers advanced grammar, spelling, and style checking tools. It is designed to enhance your writing by providing detailed feedback and suggestions, making it ideal for both personal and professional use. Whether you're drafting emails, reports, or creative content, WhiteSmoke ensures your writing is clear, concise, and error-free.

Ginger Software

Ginger Software

Ginger Software is a comprehensive writing enhancement tool that offers grammar and spell checking, translation, and more to improve your writing skills. It is designed to help users communicate more effectively by providing real-time suggestions and corrections.

Actions and Triggers

When this happensTriggers

New Comment

New Comment

Triggers when a new comment is added to a checklist.

Checklist Started

Checklist Started

Triggers when a checklist instance is started.

Checklist Step Completed

Checklist Step Completed

Triggers when a checklist instance step is completed.

Procedure Accepted

Procedure Accepted

Triggers when a procedure has been accepted.

Supervisor SignOff Invite

Supervisor SignOff Invite

Triggers when a supervisor is invited for signoff.

Checklist Finished

Checklist Finished

Triggers when a checklist instance is finished.

Request a new trigger

Do thisActions

Add a New User

Add a New User

Create and invite a New User.

Complete a Checklist Step

Complete a Checklist Step

Mark a specific step in a checklist instance as complete.

Add a Checklist Comment

Add a Checklist Comment

Adds a new comment to an Activated Checklist Instance step.

Start Checklist Instance

Start Checklist Instance

Starts a checklist instance for a user.

Find a Checklist by Title

Find a Checklist by Title

Search for a checklist by title.

Find a Checklist Instance by ID

Find a Checklist Instance by ID

Search for a checklist instance by ID.

Real-World Use Cases of Way We Do Integrations

See how Way We Do integrates with popular apps to automate tasks and streamline your workflow.

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • Integrate way-we-do with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and way-we-do databases.
  • Integrate way-we-do with MySQL to automatically sync records, facilitating seamless data exchange between way-we-do and your SQL databases.

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Frequently asked questions

  • How do you map data in viaSocket workflows?
  • Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
  • How does viaSocket handle errors or exceptions in automated workflows?
  • viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
  • Is it possible to customize automated workflows according to my business needs?
  • Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
  • What happens if one of the connected apps changes its API or functionality?
  • viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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.

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viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

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