Enable Integrations or automations with these events of CheckFlow and servicetrade
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.
Creates a new checklist
Creates a shared URL for a valid Checklist Id
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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 servicetrade accounts to viaSocket. Once connected, you can set up a workflow where an event in CheckFlow triggers actions in servicetrade (or vice versa).
Absolutely. You can customize how CheckFlow data is recorded in servicetrade. This includes choosing which data fields go into which fields of servicetrade, setting up custom formats, and filtering out unwanted information.
The data sync between CheckFlow and servicetrade 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 servicetrade. 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 MoreServiceTrade is a customer service and sales application for commercial service contractors. Convert more of your contract work into repair revenue. Educate customers about the work you did for them with media-rich online service reports. Manage your service operations and connect your customer service data with other business applications.
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