Connect CheckFlow and Close to Build Intelligent Automations

Choose a Trigger

CheckFlow

When this happens...

Choose an Action

Close

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

Do thisActions

Action is the task that follows automatically within your CheckFlow integrations.

Create a Checklist

Create a Checklist

Creates a new checklist

Share Checklist

Share Checklist

Creates a shared URL for a valid Checklist Id

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

Create Task

Create Task

Creates a New Task.

Create Bulk Email

Create Bulk Email

create a bulk mail.

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Frequently Asked Questions

How do I start an integration between CheckFlow and Close?

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

Can we customize how data from CheckFlow is recorded in Close?

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

How often does the data sync between CheckFlow and Close?

The data sync between CheckFlow and Close 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 Close?

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 Close?

Yes, you can set conditional logic to control the flow of data between CheckFlow and Close. 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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Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

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