Connect CheckFlow and Yousign to Build Intelligent Automations
Choose a Trigger
When this happens...
Task Completed
File Uploaded
New Checklist
Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Workspace
Delete Contact
Update WorkSpace
Create Label
Update Label
Delete Label
Ready to use CheckFlow and Yousign automations
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 Contact
Trigger when new Contact is Created.
New Workspace
Trigger when new workspace is Created.
New Label
Trigger when new Label is Created.
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
Create Contact
Creates a New Contact.
Update Contact
Update an Existing Contact.
Create Workspace
Creates a New Workspace.
Delete Contact
Deletes an Existing Contact.
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Frequently Asked Questions
To start, connect both your CheckFlow and Yousign accounts to viaSocket. Once connected, you can set up a workflow where an event in CheckFlow triggers actions in Yousign (or vice versa).
Absolutely. You can customize how CheckFlow data is recorded in Yousign. This includes choosing which data fields go into which fields of Yousign, setting up custom formats, and filtering out unwanted information.
The data sync between CheckFlow and Yousign 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 Yousign. 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 Yousign
Yousign is an electronic signature solution that enables businesses to securely sign documents online. It offers features for document management, compliance with legal standards, and integration with various platforms. The app streamlines the signing process, improving efficiency and reducing paperwork.
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