Way We Do and Salesflare
How to connect Way We Do
- Via Zapier — 19 operations available. Set it up ↗
What you can automate
- When new Comment in Way We Do, create internal note in Salesflare.
About Way We Do
Way We Do is an Active Standard Operating Procedures software, enabling your team to follow repeatable process within their daily workflow.
Way We Do operations on Zapier
Triggers (6)
Start a workflow when this happens
- Checklist Finished — Triggers when a checklist is finished.
- Checklist Started — Triggers when a checklist instance is started.
- Checklist Step Completed — Triggers when a checklist step is completed.
- New Comment — Triggers when a new comment is added to a checklist.
- Procedure Accepted — Triggers when a procedure has been accepted.
Show 1 more triggers
- Supervisor SignOff Invite — Triggers when a supervisor is invited for signoff.
Actions (5)
Things Salesflare can make it do
- Add Collaborators — Add collaborators or collaborator roles to a checklist instance.
- Add a Checklist Comment — Adds a new comment to an Activated Checklist Instance step.
- Add a New User — Creates and invites a new user.
- Complete a Checklist Step — Mark a specific step in a checklist instance as complete.
- Start Checklist Instance — Starts a checklist instance for a user.
Searches (8)
Look up existing records
- Find a Checklist Instance by ID — Search for a checklist instance by ID.
- Find a Checklist Instance by Title — Search for a checklist instance by title.
- Find a Checklist Step by ID — Search for a checklist step by ID.
- Find a Checklist Step by Title — Search for a checklist step by title.
- Find a Checklist by Title — Search for a checklist by title.
Show 3 more searches
- Find a Procedure by Title — Search for a standard procedure by title.
- Find a Procedure or Checklist by ID — Search for a procedure or checklist by ID.
- Find a User — Search for a user by email or name.
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