Connect Way We Do and Squad to Build Intelligent Automations

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Way We Do

When this happens...

Choose an Action

Squad

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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

Do thisActions

Action is the task that follows automatically within your Way We Do integrations.

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 Squad?

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

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

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

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

The data sync between Way We Do and Squad 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 Squad?

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 Squad?

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

About Squad

Squad is an innovative platform designed to enhance team collaboration and communication through AI-driven solutions. It offers seamless integration for team chats, project management, and productivity tools, making it an essential resource for modern teams.

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