Connect Way We Do and SERA Systems to Build Intelligent Automations
Choose a Trigger
When this happens...
New Comment
Checklist Started
Checklist Step Completed
Procedure Accepted
Supervisor SignOff Invite
Checklist Finished
Choose an Action
Automatically do this!
- Request a new Action for SERA Systems
Enable Integrations or automations with these events of Way We Do and SERA Systems
Enable Integrations or automations with these events of Way We Do and SERA Systems
Triggers
New Comment
Triggers when a new comment is added to a checklist.
Checklist Started
Triggers when a checklist instance is started.
Checklist Step Completed
Triggers when a checklist instance step is completed.
Procedure Accepted
Triggers when a procedure has been accepted.
Supervisor SignOff Invite
Triggers when a supervisor is invited for signoff.
Checklist Finished
Triggers when a checklist instance is finished.
Actions
Add a New User
Create and invite a New User.
Complete a Checklist Step
Mark a specific step in a checklist instance as complete.
Add a Checklist Comment
Adds a new comment to an Activated Checklist Instance step.
Start Checklist Instance
Starts a checklist instance for a user.
Find a Checklist by Title
Search for a checklist by title.
Find a Checklist Instance by ID
Search for a checklist instance by ID.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Way We Do and SERA Systems accounts to viaSocket. Once connected, you can set up a workflow where an event in Way We Do triggers actions in SERA Systems (or vice versa).
Absolutely. You can customize how Way We Do data is recorded in SERA Systems. This includes choosing which data fields go into which fields of SERA Systems, setting up custom formats, and filtering out unwanted information.
The data sync between Way We Do and SERA Systems 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 SERA Systems. 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.
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.
Learn MoreAbout SERA Systems
Sera is the new era of field services software that includes automated dispatch scheduling, improved efficiency while providing a delightful experience to business owners, technicians and customers service teams.
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