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

Automatically do this!
List Items
Create Customer
Find Customer
Find Sales Order
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.
Action is the task that follows automatically within your CheckFlow integrations.
Create a new checklist
Create shareable checklist URL
Get checklists; create if none
Get all existing items.
Creates a new customer.
Find a customer by name or email.

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To start, connect both your CheckFlow and SOS Inventory accounts to viaSocket. Once connected, you can set up a workflow where an event in CheckFlow triggers actions in SOS Inventory (or vice versa).
Absolutely. You can customize how CheckFlow data is recorded in SOS Inventory. This includes choosing which data fields go into which fields of SOS Inventory, setting up custom formats, and filtering out unwanted information.
The data sync between CheckFlow and SOS Inventory 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 SOS Inventory. 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 MoreSOS Inventory is an app that tracks inventory, provides order management and manufacturing tracking and integrates with QuickBooks online.
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