Connect Privyr and Manifestly Checklists to Build Intelligent Automations
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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 Privyr integrations.
Create Client
Creates a new client
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.
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Frequently Asked Questions
To start, connect both your Privyr and Manifestly Checklists accounts to viaSocket. Once connected, you can set up a workflow where an event in Privyr triggers actions in Manifestly Checklists (or vice versa).
Absolutely. You can customize how Privyr data is recorded in Manifestly Checklists. This includes choosing which data fields go into which fields of Manifestly Checklists, setting up custom formats, and filtering out unwanted information.
The data sync between Privyr and Manifestly Checklists 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 Privyr and Manifestly Checklists. 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 Privyr
Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.
Learn MoreAbout Manifestly Checklists
Manifestly Checklists software improves collaboration and accountability in your organization's recurring processes.
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