Connect CheckFlow and Harvestr to Build Intelligent Automations
Choose a Trigger
When this happens...
Task Is Completed
File Uploaded
Checklist Is Created
Choose an Action
Automatically do this!
Create Message
Create Company
Search Discoveries
List Company Attributes
List User Attributes
Create New User
Update User
Update Company
Ready to use CheckFlow and Harvestr automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Task Is Completed
Runs when task is completed
File Uploaded
Triggers when a new file is uploaded within a task.
Checklist Is Created
Runs when checklist is created
New User Is Created
Runs when new user is created
Company Is Created
Runs when company is created
New Discovery Created
Runs when new discovery created
Do thisActions
Action is the task that follows automatically within your CheckFlow integrations.
Create Checklist
Create checklist from template
Share Checklist
Create shareable checklist URL
Find Checklists
Get checklists; create if none
Create Message
Create a new inbox message
Create Company
Add a new company
Search Discoveries
Find discoveries by filters
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Frequently Asked Questions
To start, connect both your CheckFlow and Harvestr accounts to viaSocket. Once connected, you can set up a workflow where an event in CheckFlow triggers actions in Harvestr (or vice versa).
Absolutely. You can customize how CheckFlow data is recorded in Harvestr. This includes choosing which data fields go into which fields of Harvestr, setting up custom formats, and filtering out unwanted information.
The data sync between CheckFlow and Harvestr 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 Harvestr. 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.
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.
Learn MoreAbout Harvestr
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
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