
When this happens...
New Lead

Automatically do this!
Create a Checklist
Share Checklist
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new lead is created.
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 Odoo integrations.
Create a new lead in odoo crm.
Creates a new checklist
Creates a shared URL for a valid Checklist Id

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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 Odoo and CheckFlow accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in CheckFlow (or vice versa).
Absolutely. You can customize how Odoo 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 Odoo 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 Odoo 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.
Odoo is a comprehensive suite of open-source business applications that covers all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, and more. It is designed to streamline business processes and improve productivity by providing a fully integrated and customizable platform.
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.
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