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

Automatically do this!
Create Prospect
Change Status to Do Not Contact
Revert Prospect Status From Do Not Contact
Start an email cadence
Stop All Mails to Prospect
Stop cadence
Unsubscribe Prospect
Update Prospect
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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.
Unsubscribe a prospect from Klenty email sequences to stop automated follow-up messages.
Detects when a prospect sends the first reply to a cadence email, logs the response, and triggers follow-up actions.
Triggered when an email sent from Klenty bounces, allowing workflows to handle failed deliveries.
Action is the task that follows automatically within your CheckFlow integrations.
Creates a new checklist
Creates a shared URL for a valid Checklist Id
Add a new prospect to Klenty using contact and company details, optional list, tags, and owner.
Mark the prospect's email in Klenty as Do Not Contact to stop further outreach.
Set a prospect's status to Do Not Contact using their email address.
Start an email cadence to send personalized emails and automated follow-ups to a contact.

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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 klenty accounts to viaSocket. Once connected, you can set up a workflow where an event in CheckFlow triggers actions in klenty (or vice versa).
Absolutely. You can customize how CheckFlow data is recorded in klenty. This includes choosing which data fields go into which fields of klenty, setting up custom formats, and filtering out unwanted information.
The data sync between CheckFlow and klenty 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 klenty. 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 MoreKlenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.
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