
When this happens...
Automatically do this!
Create Run Workflow
Get Workflow Details
Add Workflow Step
Create or Update a Workflow
Update a Run
List Active Workflows
List Archived Workflows
List Runs
List Users
List Departments
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a run is started.
Triggers when a workflow step is completed
Triggers when the workflow step is late.
Triggers when the workflow is started.
Triggers when the workflow is late.
Triggers when the workflow is completed.
Action is the task that follows automatically within your CleverReach integrations.
Get all existing forms
Creates a run of a workflow.
List all the details of the workflow.
Add a step to an existing workflow.
Create or update a workflow. If the external_id is specified and found, the workflow is updated. Otherwise, a new workflow is created.
Update a Run.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your CleverReach and Manifestly Checklists accounts to viaSocket. Once connected, you can set up a workflow where an event in CleverReach triggers actions in Manifestly Checklists (or vice versa).
Absolutely. You can customize how CleverReach data is recorded in Manifestly Checklists. This includes choosing which data fields go into which fields of Manifestly Checklists, setting up custom formats, and filtering out unwanted information.
The data sync between CleverReach and Manifestly Checklists 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 CleverReach and Manifestly Checklists. 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.
CleverReach is a powerful email marketing tool designed to help businesses create, send, and analyze email campaigns with ease. It offers a range of features including customizable templates, automation, and detailed analytics to optimize your email marketing efforts.
Learn MoreManifestly Checklists software improves collaboration and accountability in your organization's recurring processes.
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