Connect Way We Do and riskadvisor to Build Intelligent Automations

Choose a Trigger

Way We Do

When this happens...

Choose an Action

riskadvisor

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Enable Integrations or automations with these events of Way We Do and riskadvisor

Enable Integrations or automations with these events of Way We Do and riskadvisor

Triggers

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 for Way We Do

Actions

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.

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Frequently Asked Questions

How do I start an integration between Way We Do and riskadvisor?

To start, connect both your Way We Do and riskadvisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Way We Do triggers actions in riskadvisor (or vice versa).

Can we customize how data from Way We Do is recorded in riskadvisor?

Absolutely. You can customize how Way We Do data is recorded in riskadvisor. This includes choosing which data fields go into which fields of riskadvisor, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Way We Do and riskadvisor?

The data sync between Way We Do and riskadvisor typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Way We Do to riskadvisor?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Way We Do and riskadvisor?

Yes, you can set conditional logic to control the flow of data between Way We Do and riskadvisor. 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

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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riskadvisor

About riskadvisor

RiskAdvisor helps agents connect their clients with the right insurance

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