
When this happens...
New Client Is Created
Client Is Updated
Client Is Deleted
New Invoice Is Created
Invoice Updated
New Job Is Created
Job Is Closed
Job Is Updated
New Quote Is Created
Quote Approved
Quote Sent
New Request Created

Automatically do this!
Create a Checklist
Share Checklist
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new client is created
Runs when client is updated
Runs when Client Is Deleted
Runs when New Invoice Is Created
Runs when invoice is updated
Runs when new job is created
Action is the task that follows automatically within your Jobber integrations.
Creates a new checklist
Creates a shared URL for a valid Checklist Id

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To start, connect both your Jobber and CheckFlow accounts to viaSocket. Once connected, you can set up a workflow where an event in Jobber triggers actions in CheckFlow (or vice versa).
Absolutely. You can customize how Jobber data is recorded in CheckFlow. This includes choosing which data fields go into which fields of CheckFlow, setting up custom formats, and filtering out unwanted information.
The data sync between Jobber and CheckFlow 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 Jobber and CheckFlow. 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.
Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.
Learn MoreCheckflow 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 More