IntegrationsCheckFlowAgency Elephant
CheckFlow + Agency Elephant

Connect CheckFlow and Agency Elephant to Build Intelligent Automations

Choose a Trigger

CheckFlow

When this happens...

Choose an Action

Agency Elephant

Automatically do this!

Enable Integrations or automations with these events of CheckFlow and Agency Elephant

Enable Integrations or automations with these events of CheckFlow and Agency Elephant

Triggers

Task Completed

Task Completed

Triggers when a new task is created in Checkflow.

File Uploaded

File Uploaded

Triggers when a new file is uploaded within a task.

New Checklist

New Checklist

Triggers when a new checklist is created.

Request a new Trigger for CheckFlow

Actions

Create a Checklist

Create a Checklist

Creates a new checklist

Share Checklist

Share Checklist

Creates a shared URL for a valid Checklist Id

Request a new Action for CheckFlow

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Frequently Asked Questions

How do I start an integration between CheckFlow and Agency Elephant?

To start, connect both your CheckFlow and Agency Elephant accounts to viaSocket. Once connected, you can set up a workflow where an event in CheckFlow triggers actions in Agency Elephant (or vice versa).

Can we customize how data from CheckFlow is recorded in Agency Elephant?

Absolutely. You can customize how CheckFlow data is recorded in Agency Elephant. This includes choosing which data fields go into which fields of Agency Elephant, setting up custom formats, and filtering out unwanted information.

How often does the data sync between CheckFlow and Agency Elephant?

The data sync between CheckFlow and Agency Elephant typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from CheckFlow to Agency Elephant?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between CheckFlow and Agency Elephant?

Yes, you can set conditional logic to control the flow of data between CheckFlow and Agency Elephant. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

CheckFlow

About CheckFlow

Checkflow is a powerful tool designed to streamline and automate your workflow processes. It helps teams manage tasks, track progress, and ensure that all steps in a process are completed efficiently. With Checkflow, you can create custom workflows, assign tasks, and monitor the status of each project in real-time, making it an essential tool for enhancing productivity and collaboration.

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Agency Elephant

About Agency Elephant

Agency Elephant is a sales automation tool that makes outbound prospecting and leads follow up easy for the salespeople.

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