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

Automatically do this!
Create Customer
Create Invoice
Add Payment for Invoice
Send Invoice by Email
Create Revenue
Add Payment for Revenue
Create Offer
Search Customer
Search Invoice
Canceling an Invoice
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 a new offer was created within your FastBill account.
Triggers when a new customer is created within your FastBill account.
Triggers when a customer is updated within your FastBill account.
Action is the task that follows automatically within your CheckFlow integrations.
Creates a new checklist
Creates a shared URL for a valid Checklist Id
Creates a new customer in FastBill.
Creates a new invoice.
Adds full payment for an invoice.
Send an invoice by email.

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To start, connect both your CheckFlow and FastBill accounts to viaSocket. Once connected, you can set up a workflow where an event in CheckFlow triggers actions in FastBill (or vice versa).
Absolutely. You can customize how CheckFlow data is recorded in FastBill. This includes choosing which data fields go into which fields of FastBill, setting up custom formats, and filtering out unwanted information.
The data sync between CheckFlow and FastBill 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 FastBill. 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 MoreFastBill is a cloud app for German invoicing & accounting. Writing offers and invoices, paying your bills or preparing your tax return is easier than ever with FastBill.
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