
When this happens...
Task Is Completed
File Uploaded
Checklist Is Created

Automatically do this!
Create Company
Create Quotation
Create Event
Create Task
Create Product
Create Employee
Create Expense
Create Invoice
Create Invoice Payment
Create Opportunity
Create Supplier
Create Ticket
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when task is completed
Triggers when a new file is uploaded within a task.
Runs when checklist is created
Trigger when New Company created.
Trugger when new Quotation is created.
Trigger when new Task created.
Action is the task that follows automatically within your CheckFlow integrations.
Create checklist from template
Create shareable checklist URL
Get checklists; create if none
Create a company in Axonaut via API
Create a Quotation
Create an Event
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To start, connect both your CheckFlow and Axonaut accounts to viaSocket. Once connected, you can set up a workflow where an event in CheckFlow triggers actions in Axonaut (or vice versa).
Absolutely. You can customize how CheckFlow data is recorded in Axonaut . This includes choosing which data fields go into which fields of Axonaut , setting up custom formats, and filtering out unwanted information.
The data sync between CheckFlow and Axonaut 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 Axonaut . 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 MoreAxonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.
Learn More