Create integrations between Way We Do and Zoho CRM
Update a lead in Zoho CRM when New Comment in Way We Do
Create a Note in Zoho-crm when New Comment in Way We Do
Create a lead in Zoho-crm when New Comment in Way We Do
Search Lead in Zoho CRM when New Comment in Way We Do
Update Note in Lead in Zoho-crm when New Comment in Way We Do
Add Tag to Lead in Zoho CRM when New Comment in Way We Do
undefined in Zoho-crm when New Comment in Way We Do
undefined in Zoho-crm when New Comment in Way We Do
undefined in Zoho-crm when New Comment in Way We Do
undefined in Zoho-crm when New Comment in Way We Do
Actions and Triggers
When this happensTriggers
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.
Do thisActions
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.
Know More About
Viasocket Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
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 More
About Zoho CRM
Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.
Learn More
© 2025 viaSocket
All rights reserved.