Create integrations between Zoho CRM and Way We Do
Search a record in Zoho-crm when New Comment in Way We Do
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 a record in Zoho-crm when Checklist Started in Way-we-do
Update a lead in Zoho-crm when Checklist Started in Way-we-do
Create a Note in Zoho-crm when Checklist Started in Way-we-do
Create a lead in Zoho-crm when Checklist Started in Way-we-do
Search a record in Zoho-crm when Checklist Step Completed in Way We Do
Update a lead in Zoho-crm when Checklist Step Completed in Way We Do
Automate anything with way-we-do & zoho-crm Integrations!
When this happens
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.
Do this
Actions
Search a record
Search a record in a module
Update a lead
Update an existing lead by its id
Create a Note
Create a note in the selected module
Create a lead
Creates a new lead
Know More About
Viasocket Integrations
How viaSocket Works | A Complete Guide
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How viaSocket is going to help you with your business?
viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.
Frequently Asked Questions
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
Learn MoreviaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Learn MoreYes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
Learn MoreviaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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.
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.
Integrations run at
