Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
Click on the "Create new workflow" button, and then add "Automated step".
Set the step description to "Start checklist instances and add comments in Way We Do from new Zendesk tickets" and then click on "Automate".
Provide the necessary parameters and click on the "Test it" button to check your automation.
If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Nekton can use any feature that is available in Way We Do API.
Using our advanced AI, you can easily create custom automations for Way We Do.
Here are some typical actions you can do in your automated workflows.
Add a Checklist Comment
Adds a new comment to an Activated Checklist Instance step.
Start Checklist Instance
Starts a checklist instance for a user.
Find a Checklist by Title
Search for a checklist by title.
Find a Checklist Instance by ID
Search for a checklist instance by ID.
Find a Checklist Step by ID
Search for a checklist step by ID.
Find a Procedure or Checklist by ID
Search for a procedure or checklist by ID.
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.