Connect Zoominfo and Way We Do
Integrate Zoominfo with Way We Do to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Zoominfo + Way We Do flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoominfo
When this happens...
- Request a new Trigger for Zoominfo
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
Enrich Company with data from ZoomInfo when New Comment in Way We Do
Use this flowFind Contacts in Zoominfo when New Comment in Way We Do
Use this flowEnrich Contact with ZoomInfo when New Comment in Way We Do
Use this flowFind Companies in Zoominfo when New Comment in Way We Do
Use this flowFind News Articles on Zoominfo when New Comment in Way We Do
Use this flowFind Company by IP Address in Zoominfo when New Comment in Way We Do
Use this flowFind Company Technologies on ZoomInfo when New Comment in Way We Do
Use this flowEnrich Org Chart Contacts with Zoominfo when New Comment in Way We Do
Use this flowFind Similar Companies using ZoomInfo when New Comment in Way We Do
Use this flowFind Lookalike Contacts in ZoomInfo when New Comment in Way We Do
Use this flowSupported Triggers & Actions
Everything you can automate between Zoominfo and Way We Do.
When this happensTriggers
A trigger is an event that starts a workflow.
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
Action is the task that follows automatically within your Zoominfo integrations.
Enrich Company
Add or update firmographic, technographic, org chart, and buyer-intent data for companies using ZoomInfo.
Find Contacts
Search your ZoomInfo account for contacts that match specified filters and return matching contact details and pagination information.
Enrich Contact
Add verified data to a contact using provided identifiers and return the selected enrichment fields.
Find Companies
Search for companies that match your filters and return company details with pagination.
Find News Articles
Find news articles using filters and return paginated results.
Find Company by IP Address
Resolve an IPv4 address to a matching company record. IPv6 is not supported. Each successful match uses one enrichment credit unless the record is already under management.
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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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 Zoominfo
ZoomInfo is an AI-powered go-to-market (GTM) intelligence platform for B2B teams. It combines a large, verified database of companies and contacts with real-time buyer intent signals, org charts, firmographic and technographic insights, and workflow automation. Sales, marketing, recruiting, and RevOps teams use ZoomInfo for lead generation, prospecting, account segmentation, data enrichment, and campaign execution, with native integrations to leading CRMs, MAPs, and sales engagement tools.
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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 Zoominfo 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 Zoominfo 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 Zoominfo triggers actions in Way We Do, and a separate workflow where Way We Do triggers actions in Zoominfo. 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 Zoominfo 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 Zoominfo 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.
