Want to scale and automate your business?


Are You Ready to Zap?

Using Way We Do

Right now, our team is hard at work developing new Zapier integrations for Way We Do. Once completed, you will be able to use Zaps to seamlessly integrate your Way We Do account with over 750 applications, including many that you are probably using for your organization already.

This is exciting news for all Way We Do subscribers, and we are looking for the most excited among you to help us finish testing and developing this valuable new integration. But first, here is more information you need to know.

What is Zapier?

Zapier is a connection technology that works in the background to connect your apps so you can streamline your workflow. Each Zap (or connection) is activated by a trigger you choose, and will automatically perform actions based on the way the Zap is set up. You can learn more about Zapier here.

What does this mean for Way We Do users?

Most organizations already use multiple systems and technologies in their day to day operations. Zapier makes it easy to automate workflows between Way We Do and your other web applications.

There are so many things that can be done with these integrations that it would be impossible to list them all, but here are just a few ideas to help you understand how useful Zaps can be for you:

  • Comments entered into Way We Do’s Activated Checklists instances can be automatically added to CRM systems like SalesForce, help desk portals like Zendesk, and messaging apps like Slack.
  • You can create a Zap that will automatically start a new Customer Care Checklist Instance in Way We Do each time a new customer is added to your CRM system.
  • A Zap can automatically send a customer satisfaction survey each time a Customer Support Checklist Instance in Way We Do is completed.

Are you ready to start using Zapier with your Way We Do account? 

To be officially recognized as part of the Zapier community, we need at least ten users who are actively using Zapier to connect their workflow with Way We Do. If you are interested in joining the initial integrations group, you can reach us by contacting the Way We Do support team.  and we will contact you to discuss your needs and find the best integration set-up for you.

Have questions?