Connect CheckFlow and Pipeline CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Task Completed
File Uploaded
New Checklist
Choose an Action
Automatically do this!
List Calender Entries
List Companies
List Deals
List Lead Sources
List Lead Statues
Search User by Email
Create Activity
Create Event
Create Task
Create Company
Create Deal
Create Person
Update Company
Update Deal
Update Person
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Task Completed
Triggers when a new task is created in Checkflow.
File Uploaded
Triggers when a new file is uploaded within a task.
New Checklist
Triggers when a new checklist is created.
New Company
Triggers when a new company is created in your PipelineDeals account.
New Deal
Triggers when a new deal is created in your Pipeline account.
New Person
Triggers when a new person is created in your Pipeline account.
Do thisActions
Action is the task that follows automatically within your CheckFlow integrations.
Create a Checklist
Creates a new checklist
Share Checklist
Creates a shared URL for a valid Checklist Id
List Calender Entries
Returns a list of calender entries
List Companies
Returns a list of all companies
List Deals
Returns a list of all deals
List Lead Sources
Returns a list of lead sources
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Frequently Asked Questions
To start, connect both your CheckFlow and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in CheckFlow triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how CheckFlow data is recorded in Pipeline CRM. This includes choosing which data fields go into which fields of Pipeline CRM, setting up custom formats, and filtering out unwanted information.
The data sync between CheckFlow and Pipeline CRM 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 Pipeline CRM. 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 Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
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