Connect VIP metal rich and CheckFlow to Build Intelligent Automations
Ready to use VIP metal rich and CheckFlow automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your VIP metal rich integrations.
Send Text
Send a text message to a phone number
Send Media and File
Send a media or file with message to a phone number
Create a Checklist
Creates a new checklist
Share Checklist
Creates a shared URL for a valid Checklist Id
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Frequently Asked Questions
To start, connect both your VIP metal rich and CheckFlow accounts to viaSocket. Once connected, you can set up a workflow where an event in VIP metal rich triggers actions in CheckFlow (or vice versa).
Absolutely. You can customize how VIP metal rich 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 VIP metal rich 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 VIP metal rich 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 VIP metal rich
VIP Metal Rich is a platform dedicated to providing insights, resources, and tools for individuals interested in the metal industry and wealth management. It offers a comprehensive suite of services to help users make informed decisions about metal investments and financial growth.
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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