
When this happens...
Task Created Modified or Deleted
New Estimate
Invoice Sent

Automatically do this!
Create a Checklist
Share Checklist
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new task is created, modified or deleted.
Trigger when New Estimate is created.
Trigger when a invoice status is changed to sent.
Triggers when a new task is created in Checkflow.
Triggers when a new file is uploaded within a task.
Triggers when a new checklist is created.
Action is the task that follows automatically within your JobNimbus integrations.
create a new contact within JobNimbus.
Retrieves the details of all contacts
Creates a new job, requiring a Contact ID from Create Contact.
Find Contact by ID
Retrieves the details of all the jobs within a JobNimbus account.
Retrieves the details of all the tasks within a JobNimbus account.

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To start, connect both your JobNimbus and CheckFlow accounts to viaSocket. Once connected, you can set up a workflow where an event in JobNimbus triggers actions in CheckFlow (or vice versa).
Absolutely. You can customize how JobNimbus 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 JobNimbus 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 JobNimbus 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.
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.
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