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

Automatically do this!
Get an Invoice Details
Get a Item Details
Get a Client Details
Create Client
Delete Item
Finalize Invoice-Receipt
Generate Invoice PDF
Create Items
Create Tax
List all Taxes
List All Invoices
Update Client
Update Item
Create new Invoice
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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.
Action is the task that follows automatically within your CheckFlow integrations.
Creates a new checklist
Creates a shared URL for a valid Checklist Id
Get an invoice details from invoicexpress.
Get full details of the selected item.
get a client details from the InvoicExpress
create client for InvoicExpress

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your CheckFlow and invoicexpress accounts to viaSocket. Once connected, you can set up a workflow where an event in CheckFlow triggers actions in invoicexpress (or vice versa).
Absolutely. You can customize how CheckFlow data is recorded in invoicexpress. This includes choosing which data fields go into which fields of invoicexpress, setting up custom formats, and filtering out unwanted information.
The data sync between CheckFlow and invoicexpress 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 invoicexpress. 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 MoreInvoiceXpress is online invoicing software that helps all businesses issue invoices in seconds, hassle free.
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