Connect pex and CheckFlow to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for pex
Choose an Action
Automatically do this!
Create a Checklist
Share Checklist
Enable Integrations or automations with these events of pex and CheckFlow
Enable Integrations or automations with these events of pex and CheckFlow
Triggers
Task Completed
Triggers when a new task is created in Checkflow.
File Uploaded
Triggers when a new file is uploaded within a task.
New Checklist
Triggers when a new checklist is created.
Actions
Create a Checklist
Creates a new checklist
Share Checklist
Creates a shared URL for a valid Checklist Id
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your pex and CheckFlow accounts to viaSocket. Once connected, you can set up a workflow where an event in pex triggers actions in CheckFlow (or vice versa).
Absolutely. You can customize how pex 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 pex 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 pex 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.
About pex
PEX is the only spend management platform that combines a cloud-based application with a Visa prepaid card.
Learn MoreAbout CheckFlow
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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