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

Automatically do this!
Create Bank Account
Create Employee
Create Cost Center
View Account Statement
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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
Add a company bank account with name, bank, agency, account number, verification digit, and opening balance/date.
Create a new employee record with contact, address, bank, and company details.
Create a cost center using the provided description.
Shows the account statement for a selected account and date range.

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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 Nibo accounts to viaSocket. Once connected, you can set up a workflow where an event in CheckFlow triggers actions in Nibo (or vice versa).
Absolutely. You can customize how CheckFlow data is recorded in Nibo. This includes choosing which data fields go into which fields of Nibo, setting up custom formats, and filtering out unwanted information.
The data sync between CheckFlow and Nibo 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 Nibo. 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 MoreNibo is a comprehensive platform designed to streamline financial management and accounting processes for businesses. It offers tools for bookkeeping, financial reporting, and tax management, making it easier for companies to maintain accurate financial records and ensure compliance.
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