Connect CheckFlow and Planfix to Build Intelligent Automations
Choose a Trigger
When this happens...
Task Is Completed
File Uploaded
Checklist Is Created
Choose an Action
Automatically do this!
Create Contact
Delete Comment
Find Contact By Name
Find Task by Name
Ready to use CheckFlow and Planfix automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Task Is Completed
Runs when task is completed
File Uploaded
Triggers when a new file is uploaded within a task.
Checklist Is Created
Runs when checklist is created
Do thisActions
Action is the task that follows automatically within your CheckFlow integrations.
Create Checklist
Create checklist from template
Share Checklist
Create shareable checklist URL
Find Checklists
Get checklists; create if none
Create Contact
Create a new contact
Delete Comment
Delete a comment
Find Contact By Name
Return contact details by name
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Frequently Asked Questions
To start, connect both your CheckFlow and Planfix accounts to viaSocket. Once connected, you can set up a workflow where an event in CheckFlow triggers actions in Planfix (or vice versa).
Absolutely. You can customize how CheckFlow data is recorded in Planfix. This includes choosing which data fields go into which fields of Planfix, setting up custom formats, and filtering out unwanted information.
The data sync between CheckFlow and Planfix 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 Planfix. 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 Planfix
Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.
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