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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.
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 Lead Tag
Creates a new lead tag.
Create Campaign
Creates a new campaign.
Create Topic
Creates a new Topic.
Add Leads in Existing List
Add leads in a existing l.ist
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Frequently Asked Questions
To start, connect both your CheckFlow and Zoho Marketing Automation accounts to viaSocket. Once connected, you can set up a workflow where an event in CheckFlow triggers actions in Zoho Marketing Automation (or vice versa).
Absolutely. You can customize how CheckFlow data is recorded in Zoho Marketing Automation. This includes choosing which data fields go into which fields of Zoho Marketing Automation, setting up custom formats, and filtering out unwanted information.
The data sync between CheckFlow and Zoho Marketing Automation 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 Zoho Marketing Automation. 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 Zoho Marketing Automation
Zoho Marketing Automation is a comprehensive platform designed to streamline and enhance your marketing efforts. It offers a suite of tools for automating marketing campaigns, managing leads, and analyzing performance to optimize marketing strategies.
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