Way We Do

Instructions for using One Drive (SharePoint) with the Insert File and Attachments features

Integration with OneDrive - Cloud Storage Solution

Integration with Google Drive - Cloud Storage Solution

Integration with Dropbox - Cloud Storage Solution

Integration with Box.com - Cloud Storage Solution

Way We Do API Key for Microsoft Power Automate & Zapier

How to Integrate Files from Cloud Storage (Google Drive, Box.com, Dropbox)

How can Activated Checklists integrate or talk with other software applications?

Application Programming Interface (API)

Instructions for connect Way We Do to Microsoft Teams

Using Way We Do with Microsoft Teams

Unlock Efficiency using Process Automation

Dan Sargeant

Jacqui Jones

Learn how to seamlessly connect Way We Do with your favorite external tools and platforms.

07. Integrating with 3rd Party Apps

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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