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Way We Do + Filter by Zapier

Start checklist instances when new checklists are completed in Way We Do

Create a process sequence by starting a checklist instance once another checklist instance has been completed in Way We Do. Examples can include starting a training process once onboarding has been completed for a new employee.

Create a process sequence by starting a checklist instance once another checklist instance has been completed in Way We Do. Examples can include starting a training process once onboarding has been completed for a new employee.

  1. When this happens...
    Way We DoWay We Do
    Checklist Finished

    Triggers when a checklist is finished.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    Way We DoWay We Do
    Find a User

    Search for a user by email or name.

    ActionSearch
  4. then do this!
    Way We DoWay We Do
    Start Checklist Instance

    Starts a checklist instance for a user.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Way We Do triggers, actions, and search

    New Comment

    Triggers when a new comment is added to a checklist.

    Trigger
    Instant
    Try It
  • Way We Do triggers, actions, and search

    Checklist Finished

    Triggers when a checklist is finished.

    Trigger
    Instant
    Try It
  • Way We Do triggers, actions, and search

    Supervisor SignOff Invite

    Triggers when a supervisor is invited for signoff.

    Trigger
    Instant
    Try It
    • Checklist IDRequired

    • Instance IDRequired

    • Step IDRequired

    • User IDRequired

    Action
    Write
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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.

Related categories

  • Project Management
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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories