Gmail + Way We Do

Gmail + Way We Do integrations

Start checklist instances in Way We Do for new emails matching searches in Gmail

The Zap makes it possible to automatically start a new activated checklist instance in Way We Do simply by sending an email that matches a pre-determined search in your Gmail inbox. This is helpful when welcoming new employees and introducing next steps, when reminding employees of tasks that need to be completed before they go on leave or starting new projects, such as marketing campaigns or other required tasks.

When this happens...
New Email Matching SearchTriggers when you receive a new email that matches a search string you provide.
TriggerPolling
automatically do this!
Start Checklist InstanceStarts a checklist instance for a user.
ActionWrite

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More things you can do with Gmail and Way We Do

Discover other triggers and actions you can use with Gmail and Way We Do

- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailbox
  Required
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- Label
  Required
- Message
  Required
Action
Write

- Message
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write

- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Write
- Thread
  Required
- Label(s) to remove
  Required
Action
Write
- Message ID
  Required
- Attachment Filename
  Required
- Attachment Size
Action
Search
- Search String
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Search or write
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

New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailbox
  Required
Trigger
Polling
Try It
- Search keywords
  Required
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- Message
  Required
Action
Write
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Recipient_instructions
Action
Write
- Name of label
  Required
Action
Write
- Message
  Required
- Label(s) to remove
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- Search String
  Required
Action
Search
Checklist Step Completed
Triggers when a checklist step is completed.
Trigger
Instant
Try It
Checklist Started
Triggers when a checklist instance is started.
Trigger
Instant
Try It
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

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

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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.

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Related categories

Project Management

Related Zap Templates

Send emails in Gmail when checklists are finished in Way We Do

Related Zap Templates

Send emails in Gmail when checklists are finished in Way We Do