
When this happens...
Task Is Completed
File Uploaded
Checklist Is Created

Automatically do this!
Create Contact
Start Campaign
Update Hotness
Find a Contact
List Campaigns
List Contacts
List Custom Fields
List Sources
List Hotnesses
List Events
List Lead Routes
List Lead Sources
List Static Lists
List Tags
List Teams
List Team Members
List Templates
List Template Folders
List User
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when task is completed
Triggers when a new file is uploaded within a task.
Runs when checklist is created
Triggers when a new contact is created in Liondesk.
Action is the task that follows automatically within your CheckFlow integrations.
Create checklist from template
Create shareable checklist URL
Get checklists; create if none
Creates a new contact in Liondesk.
Start an existing campaign for a contact.
Update the hotness of a contact.
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To start, connect both your CheckFlow and LionDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in CheckFlow triggers actions in LionDesk (or vice versa).
Absolutely. You can customize how CheckFlow data is recorded in LionDesk. This includes choosing which data fields go into which fields of LionDesk, setting up custom formats, and filtering out unwanted information.
The data sync between CheckFlow and LionDesk 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 LionDesk. 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 MoreLionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
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