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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Task Completed
Triggers when a new task is created in Checkflow.
File Uploaded
Triggers when a new file is uploaded within a task.
New Checklist
Triggers when a new checklist is created.
New Lead
Triggers when a new lead is created
New Contract
Triggers when a new contact is created
New Customer
Triggers when a new customer is added
Do thisActions
Action is the task that follows automatically within your CheckFlow integrations.
Create a Checklist
Creates a new checklist
Share Checklist
Creates a shared URL for a valid Checklist Id
Add Lead
Creates a new lead
Add Contract
Creates a new contract
Add Customer
Creates a new customer in the system
Add Estimate
Creates a new estimate in the system
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Frequently Asked Questions
To start, connect both your CheckFlow and Webtiger accounts to viaSocket. Once connected, you can set up a workflow where an event in CheckFlow triggers actions in Webtiger (or vice versa).
Absolutely. You can customize how CheckFlow data is recorded in Webtiger. This includes choosing which data fields go into which fields of Webtiger, setting up custom formats, and filtering out unwanted information.
The data sync between CheckFlow and Webtiger 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 Webtiger. 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 Webtiger
Webtiger is a comprehensive platform offering web development and digital marketing solutions tailored to enhance online presence and drive business growth.
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