
When this happens...
New Comment
Checklist Started
Checklist Step Completed
Procedure Accepted
Supervisor SignOff Invite
Checklist Finished

Automatically do this!
Create a customer
Create a Plan
Create an invoice
Create an item
Create a Standard Payment Link
Create an order in razorpay
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new comment is added to a checklist.
Triggers when a checklist instance is started.
Triggers when a checklist instance step is completed.
Triggers when a procedure has been accepted.
Triggers when a supervisor is invited for signoff.
Triggers when a checklist instance is finished.
Action is the task that follows automatically within your Way We Do integrations.
Create and invite a New User.
Mark a specific step in a checklist instance as complete.
Adds a new comment to an Activated Checklist Instance step.
Starts a checklist instance for a user.
Search for a checklist by title.
Search for a checklist instance by ID.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Way We Do and Razorpay accounts to viaSocket. Once connected, you can set up a workflow where an event in Way We Do triggers actions in Razorpay (or vice versa).
Absolutely. You can customize how Way We Do data is recorded in Razorpay. This includes choosing which data fields go into which fields of Razorpay, setting up custom formats, and filtering out unwanted information.
The data sync between Way We Do and Razorpay typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Way We Do and Razorpay. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreRazorpay is a comprehensive payment solutions provider, enabling businesses in India to accept, process, and disburse payments with its product suite. It offers a fast, affordable, and secure way for merchants, schools, ecommerce and other companies to accept and process payments online.
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