Connect Manifestly Checklists and CRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New Run
Complete Step
Step Late
Run started
Run late
Run Completed
Choose an Action
Automatically do this!
List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
Ready to use Manifestly Checklists and CRM.io automations
Explore more automations built by businesses and experts
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Run
Triggers when a run is started.
Complete Step
Triggers when a workflow step is completed
Step Late
Triggers when the workflow step is late.
Run started
Triggers when the workflow is started.
Run late
Triggers when the workflow is late.
Run Completed
Triggers when the workflow is completed.
Do thisActions
Action is the task that follows automatically within your Manifestly Checklists integrations.
Create Run Workflow
Creates a run of a workflow.
Get Workflow Details
List all the details of the workflow.
Add Workflow Step
Add a step to an existing workflow.
Create or Update a 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
Update a Run.
List Active Workflows
List All Active Workflows
Know More About Manifestly and Crmio Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your Manifestly Checklists and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Manifestly Checklists triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how Manifestly Checklists data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Manifestly Checklists and CRM.io 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 Manifestly Checklists and CRM.io. 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 Manifestly Checklists
Manifestly Checklists software improves collaboration and accountability in your organization's recurring processes.
Learn MoreAbout CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2026 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.