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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

Perfex CRM

Perfex CRM

Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.

Alpha Vantage

Alpha Vantage

Alpha Vantage provides free APIs for real-time and historical data on stocks, forex, and cryptocurrencies. It is a valuable resource for developers and financial analysts looking to integrate financial data into their applications or conduct market analysis.

Numerai

Numerai

Numerai is a unique hedge fund that leverages the power of data science and machine learning to make stock market predictions. It operates as a decentralized network where data scientists from around the world can contribute their models to improve the fund's performance. By using encrypted data, Numerai ensures privacy and security while fostering collaboration among its community of data scientists.

QuantConnect

QuantConnect

QuantConnect is a platform that provides algorithmic trading and quantitative analysis tools for traders and developers. It allows users to design, backtest, and deploy trading algorithms across multiple asset classes.

ShareFile

ShareFile

ShareFile is a secure file sharing and storage solution designed for businesses to easily send, receive, and store large files. It offers robust security features, customizable workflows, and seamless integration with other business tools to enhance productivity and collaboration.

HelloLeads CRM

HelloLeads CRM

HelloLeads CRM is a customer relationship management tool designed to help businesses streamline their lead management processes, improve customer interactions, and enhance sales productivity. It offers features such as lead tracking, follow-up reminders, and analytics to optimize sales efforts.

Plotly

Plotly

Plotly is a leading data visualization platform that allows users to create interactive and visually appealing graphs and charts. It is widely used for data analysis and presentation, offering tools for both beginners and advanced users to transform data into insightful visual stories.

FusionCharts

FusionCharts

FusionCharts is a comprehensive JavaScript charting library that enables developers to create interactive and visually appealing charts for web and mobile applications. It offers a wide range of chart types and extensive customization options, making it ideal for data visualization needs.

Highcharts

Highcharts

Highcharts is a popular JavaScript charting library that enables developers to create interactive and responsive charts for web applications. It offers a wide range of chart types and is highly customizable, making it suitable for visualizing complex data sets.

Infogram

Infogram

Infogram is a powerful online tool designed for creating engaging and interactive infographics, reports, and data visualizations. It offers a user-friendly interface with a variety of templates and customization options, making it ideal for both beginners and professionals looking to present data in a visually appealing way.

Chart.js

Chart.js

Chart.js is a popular open-source library for creating interactive and visually appealing charts and graphs on web applications. It provides a simple yet flexible API for developers to integrate various types of charts, such as line, bar, radar, and pie charts, into their projects with ease.

D3.js

D3.js

D3.js is a powerful JavaScript library for producing dynamic, interactive data visualizations in web browsers. It leverages the full capabilities of modern web standards, combining HTML, SVG, and CSS to bring data to life with a focus on web standards and flexibility.

Actions and Triggers

When this happensTriggers

Way We Do

New Comment

Triggers when a new comment is added to a checklist.

Way We Do

Checklist Started

Triggers when a checklist instance is started.

Way We Do

Checklist Step Completed

Triggers when a checklist instance step is completed.

Way We Do

Procedure Accepted

Triggers when a procedure has been accepted.

Way We Do

Supervisor SignOff Invite

Triggers when a supervisor is invited for signoff.

Way We Do

Checklist Finished

Triggers when a checklist instance is finished.

Do thisActions

Way We Do

Add a New User

Create and invite a New User.

Way We Do

Complete a Checklist Step

Mark a specific step in a checklist instance as complete.

Way We Do

Add a Checklist Comment

Adds a new comment to an Activated Checklist Instance step.

Way We Do

Start Checklist Instance

Starts a checklist instance for a user.

Way We Do

Find a Checklist by Title

Search for a checklist by title.

Way We Do

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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