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

Automatically do this!
Send an Envelope using a Template
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.
Triggers when a envelope is send.
Triggers when a new contact is add.
Triggers when an envelope is canceled
Action is the task that follows automatically within your CheckFlow integrations.
Create a new checklist
Create shareable checklist URL
Get checklists; create if none
Send an Envelope using a Template.

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To start, connect both your CheckFlow and Signable accounts to viaSocket. Once connected, you can set up a workflow where an event in CheckFlow triggers actions in Signable (or vice versa).
Absolutely. You can customize how CheckFlow data is recorded in Signable. This includes choosing which data fields go into which fields of Signable, setting up custom formats, and filtering out unwanted information.
The data sync between CheckFlow and Signable 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 Signable. 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 MoreSignable is a digital signature platform that allows users to send, sign, and manage documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to handle contracts, agreements, and other important documents.
Learn More