
When this happens...
Task Completed
File Uploaded
New Checklist

Automatically do this!
Create Conversation With Agent
Start Chat And Send Message
Send Message to Conversation
List Agents
List Agent Conversations
List Workforces
Create Conversation With AI Workforce
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new task is created in Checkflow.
Triggers when a new file is uploaded within a task.
Triggers when a new checklist is created.
Triggers when New Conversation Started With an Agent.
Retrieves messages from the selected conversation posted in the last few minutes.
Triggers when a new agent is created.
Action is the task that follows automatically within your CheckFlow integrations.
Create a new checklist
Create shareable checklist URL
Get checklists; create if none
Start a new chat with an agent
Start chat and send message
Send a message from Agent

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To start, connect both your CheckFlow and AgentX accounts to viaSocket. Once connected, you can set up a workflow where an event in CheckFlow triggers actions in AgentX (or vice versa).
Absolutely. You can customize how CheckFlow data is recorded in AgentX. This includes choosing which data fields go into which fields of AgentX, setting up custom formats, and filtering out unwanted information.
The data sync between CheckFlow and AgentX typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CheckFlow and AgentX. 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 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.
Learn MoreAgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.
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