IntegrationsCheckFlowSellsy
CheckFlow + Sellsy

Connect CheckFlow and Sellsy to Build Intelligent Automations

Choose a Trigger

CheckFlow

When this happens...

Choose an Action

Sellsy

Automatically do this!

Use the Built-in Integrations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Task Completed

Task Completed

Triggers when a new task is created in Checkflow.

File Uploaded

File Uploaded

Triggers when a new file is uploaded within a task.

New Checklist

New Checklist

Triggers when a new checklist is created.

New Contact

New Contact

Triggers when a new contact is created.

New Opportunity

New Opportunity

Triggers when a new opportunity is Created.

New Company

New Company

Triggers when a new company (client or prospect) is created.

Do thisActions

Action is the task that follows automatically within your CheckFlow integrations.

Create a Checklist

Create a Checklist

Creates a new checklist

Share Checklist

Share Checklist

Creates a shared URL for a valid Checklist Id

Create Contact

Create Contact

Creates a new contact in Sellsy.

Create Task

Create Task

Creates a New Task.

Create an opportunity

Create an opportunity

Creates a new opportunity

Find Contact

Find Contact

Find an Existing Contact.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between CheckFlow and Sellsy?

To start, connect both your CheckFlow and Sellsy accounts to viaSocket. Once connected, you can set up a workflow where an event in CheckFlow triggers actions in Sellsy (or vice versa).

Can we customize how data from CheckFlow is recorded in Sellsy?

Absolutely. You can customize how CheckFlow data is recorded in Sellsy. This includes choosing which data fields go into which fields of Sellsy, setting up custom formats, and filtering out unwanted information.

How often does the data sync between CheckFlow and Sellsy?

The data sync between CheckFlow and Sellsy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from CheckFlow to Sellsy?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between CheckFlow and Sellsy?

Yes, you can set conditional logic to control the flow of data between CheckFlow and Sellsy. 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

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 More
Sellsy

About Sellsy

Sellsy is a comprehensive business management platform that offers tools for CRM, invoicing, accounting, and project management, designed to streamline operations and enhance productivity for businesses of all sizes.

Learn More