Connect Beau and Way We Do to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Beau with Way We Do - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Process Completed" from Beau.

Add your action

An action happens after the trigger—such as "Add Collaborators" in Way We Do.

You’re connected!

Zapier seamlessly connects Beau and Way We Do, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Workflow
Trigger
Instant
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- Workflow
  Required
Trigger
Instant
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Checklist Step Completed
Triggers when a checklist step is completed.
Trigger
Instant
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Checklist Started
Triggers when a checklist instance is started.
Trigger
Instant
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Procedure Accepted
Triggers when a procedure has been accepted.
Trigger
Instant
Try It

- Checklist ID
  Required
- Instance ID
  Required
- User IDs
- Company Role IDs
Action
Write
- Checklist ID
  Required
- Instance ID
  Required
- Step ID
  Required
- User ID
  Required
Action
Write

- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Timezone
  Required
- Company Role IDs
- Security Role ID
  Required
Action
Write
- Checklist ID
  Required
- Instance Title
  Required
Action
Search
- Checklist ID
  Required
- Instance ID
  Required
- Step Title
  Required
Action
Search
- Procedure Title
  Required
Action
Search
- User Name or Email
  Required
Action
Search

- Workflow
  Required
Trigger
Instant
Try It
- Workflow
Trigger
Instant
Try It
New Comment
Triggers when a new comment is added to a checklist.
Trigger
Instant
Try It
Checklist Finished
Triggers when a checklist is finished.
Trigger
Instant
Try It
Supervisor SignOff Invite
Triggers when a supervisor is invited for signoff.
Trigger
Instant
Try It
- Checklist ID
  Required
- Instance ID
  Required
- Step ID
  Required
- User ID
- Comment Text
  Required
Action
Write
- Checklist ID
  Required
- User ID
- Company Role ID
- Instance Title
  Required
Action
Write
- Checklist Title
  Required
Action
Search
- Instance ID
  Required
Action
Search
- Instance ID
  Required
- Step ID
  Required
Action
Search
- Procedure ID
  Required
Action
Search

For AI agents & developers

Use Beau and Way We Do with AI agents and code

Beyond Zap workflows. Call Beau and Way We Do actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Beau and Way We Do actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Collaborators

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Beau and Way We Do actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* beau / way-we-do action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Beau and Way We Do to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Beau to Way We Do integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Beau

Turn client-facing workflows into client portals: collect form submissions, documents and files, accept payments, send messages and reminders, approve steps or request changes.

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Related categories

Forms & Surveys

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.