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.
- When this happens...Checklist Finished
Triggers when a checklist is finished.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Find a User
Search for a user by email or name.
- then do this!Start Checklist Instance
Starts a checklist instance for a user.
- Free forever for core features
- 14 day trial for premium features & apps
Checklist Step Completed
Triggers when a checklist step is completed.
Try ItChecklist Started
Triggers when a checklist instance is started.
Try ItProcedure Accepted
Triggers when a procedure has been accepted.
Try ItChecklist IDRequired
Instance IDRequired
Step IDRequired
User IDRequired
Comment TextRequired