Connect WhatConvert and Way We Do
Integrate WhatConvert with Way We Do to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add a New User to Way We Do when When a new lead is created in WhatConvert
Complete a Checklist Step in Way We Do when When a new lead is created in WhatConvert
Add a Checklist Comment to Way We Do when When a new lead is created in WhatConvert
Start Checklist Instance in Way We Do when When a new lead is created in WhatConvert
Find a Checklist by Title in Way-we-do when When a new lead is created in WhatConvert
Popular WhatConvert + Way We Do flows
Start from a real workflow other teams are already running.
Choose a trigger
WhatConvert
When this happens...
When a new lead is created
When an existing lead is updated
Choose an action
Way We Do
Automatically do this!
Add a New User
Complete a Checklist Step
Add a Checklist Comment
Start Checklist Instance
Find a Checklist by Title
Find a Checklist Instance by ID
Find a Checklist Instance by Title
Find a Checklist Step by ID
Find a Procedure by Title
Find a Procedure or Checklist by ID
Find a User
Find a Checklist Step by Title
Add Collaborators
List Checklist Instance Comments
List Checklist Instances
List Collaborator Invites
Get Company
List All Company Roles
List Completed Checklist Steps
List Procedure Acceptance
List All Procedures
List All Security Roles
List All Time Zones
List All Users
Add a New User to Way We Do when When a new lead is created in WhatConvert
Use this flowComplete a Checklist Step in Way We Do when When a new lead is created in WhatConvert
Use this flowAdd a Checklist Comment to Way We Do when When a new lead is created in WhatConvert
Use this flowStart Checklist Instance in Way We Do when When a new lead is created in WhatConvert
Use this flowFind a Checklist by Title in Way-we-do when When a new lead is created in WhatConvert
Use this flowFind a Checklist Instance by ID in Way We Do when When a new lead is created in WhatConvert
Use this flowFind a Checklist Instance by Title in Way We Do when When a new lead is created in WhatConvert
Use this flowFind a Checklist Step by ID in Way-we-do when When a new lead is created in WhatConvert
Use this flowFind a Procedure by Title in Way-we-do when When a new lead is created in WhatConvert
Use this flowFind a Procedure or Checklist by ID in Way We Do when When a new lead is created in WhatConvert
Use this flowSupported Triggers & Actions
Everything you can automate between WhatConvert and Way We Do.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new lead is created
Runs the workflow automatically whenever a new lead is created in the account.
When an existing lead is updated
Runs the workflow automatically whenever any existing lead is updated (does not run when a lead is first created).
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.
Do thisActions
Action is the task that follows automatically within your WhatConvert integrations.
Update Lead
Update an existing lead's contact, status, custom fields, or additional details.
List Accounts
List account details, optionally filtered by date range, sorted, and paginated.
Create Lead
Create a lead with contact, conversion attribution, and custom field details.
List Users
Retrieve a paginated list of users, optionally filtered by user type and sort order.
List Leads
List WhatConverts leads using optional filters, pagination, and selected response fields.
List Profiles
List profiles for an account with optional pagination, date range, and sorting.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
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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About WhatConvert
Lead tracking and marketing attribution software for agencies and businesses to capture, manage, and report on calls, forms, chats, and other conversions.
Learn moreSimilar apps
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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your WhatConvert and Way We Do 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 WhatConvert and Way We Do 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 Way We Do. No coding required.
Yes. You can set up a workflow where WhatConvert triggers actions in Way We Do, and a separate workflow where Way We Do triggers actions in WhatConvert. 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 WhatConvert and Way We Do. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire WhatConvert and Way We Do integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
