Integrate Way We Do with roi4presenter to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Everything you can automate between Way We Do and roi4presenter.
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.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
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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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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 moreROI4Presenter is a Web service and mobile application for online presentations and product demo, lead generation and outreach.
Learn moreSign up for a free viaSocket account, then authorize both your Way We Do and roi4presenter 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 roi4presenter 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 roi4presenter. No coding required.
Yes. You can set up a workflow where Way We Do triggers actions in roi4presenter, and a separate workflow where roi4presenter 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 roi4presenter. 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 roi4presenter integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.