Manifestly Integrations

  • Create Manifestly checklist runs from new Gmail emails

    Implement checklist workflow every time you receive a particular incoming email into your Gmail account, and stay on top of all incoming tasks. This Zapier integration will automatically create a checklist run in your Manifestly account for each new matching incoming email you receive.

    Note: You'll need to first create a Manifestly checklist you wish to run for this integration.

    How It Works

    1. You receive a new Gmail email matching a search string
    2. Zapier automatically runs a checklist in your Manifestly account

    What You Need

    • Gmail account
    • Manifestly account
  • Create a Manifestly Checklist run when a Checklist Step is completed

    Want to launch a new checklist based on the outcome of a different checklist step or string together multiple checklists in succession based on data within the checklist? This Zapier workflow can do it for you. Set it up, and you can customize the new checklist using information from the initial completed checklist step that launches this integration, to make sure your followup tasks always make sense.

    How this Manifestly-Manifestly integration works

    1. You complete a checklist step in Manifestly
    2. Zapier creates a new checklist run in Manifestly

    Apps involved

    • Manifestly
  • Create Manifestly checklist runs from new Zendesk tickets

    Have peace of mind that support staff are addressing new Zendesk tickets according to your standard procedures! This Zapier integration will automatically create a checklist run in your Manifestly account for each new Zendesk ticket.

    Note: You'll need to first create a Manifestly checklist you wish to run for this integration.

    How It Works

    1. A new ticket is added in Zendesk
    2. Zapier automatically launches your new user checklist in Manifestly

    What You Need

    • Zendesk account
    • Manifestly account
  • Create Manifestly checklist runs from new Typeform entries

    If you're collecting data via a form in Typeform, often you want to follow a detailed process to follow up on the form submission. This Typeform-Manifestly integration automatically creates a new Manifestly checklist run when someone completes your Typeform form.

    Note: You'll need to first create a Manifestly checklist you wish to run for this integration.

    How this Typeform-Manifestly integration works

    1. Someone fills out your Typeform form
    2. Zapier automatically launches a checklist in Manifestly

    Apps involved

    • Typeform account
    • Manifestly account
  • Create Manifestly checklist runs from new Stripe customers

    Welcome your new customers using the same standard process every time! Now with the help of Zapier, you can be certain your new customer onboarding checklist will be run for each and every new customer, creating them in your Manifestly account for each new customer in your Stripe account.

    Note: You'll need to first create a Manifestly checklist you wish to run for this integration.

    How It Works

    1. Someone becomes your customer through Stripe
    2. Zapier automatically launches your new customer checklist in Manifestly

    What You Need

    • Stripe account
    • Manifestly account
  • Create Manifestly checklists from new Pipedrive deals

    Need to make sure your team implements a standardized process on each new opportunity? This Zap will automatically create a checklist in Manifestly for every new deal added on Pipedrive.

    How this Pipedrive-Manifestly integration works

    1. A new deal is added on Pipedrive
    2. Zapier automatically creates a checklist on Manifestly

    Apps involved

    • Pipedrive account
    • Manifestly account
  • Create Manifestly checklist runs from new Salesforce opportunities

    Checklists are a great way to assign team members tasks that need to be completed with each new business opportunity. With this Zapier integration, your team will have the peace of mind that standard operating procedures are followed for client onboarding, sales opportunities, and other events in your Salesforce account.

    Note: You will need to have a checklist in your Manifestly account for this process.

    How It Works

    1. A new opportunity is added to your Salesforce account
    2. Zapier creates a checklist run in your Manifestly account

    What You Need

    • Salesforce account
    • Manifestly account
  • Create Manifestly checklist runs from new GitHub issues

    Are you worried that new GitHub issues might not be rectified according to your standard procedures? Let a simple automation lend a hand there, and create a checklist run in your Manifestly account for each new GitHub issue.

    Note: You'll need to first create a Manifestly checklist you wish to run for this integration.

    How It Works

    1. Someone creates a new GitHub issue
    2. Zapier automatically runs a checklist in your Manifestly account

    What You Need

    • GitHub account
    • Manifestly account
  • Create Manifestly checklist runs from new IMAP emails

    Implement checklist workflow every time you receive a particular incoming email. This Zapier integration will create a checklist run in your Manifestly account for each new incoming email you receive.

    Note: You'll need to first create a Manifestly checklist you wish to run for this integration.

    How It Works

    1. You receive a new incoming email
    2. Zapier automatically runs a checklist in your Manifestly account

    What You Need

    • IMAP enabled email account
    • Manifestly account
  • Create Manifestly checklist runs from new Jira issues

    Ensure that your Jira issues are handled in a timely and uniform way. This Manifestly to Jira Zapier integration can lend a hand by creating a new checklist run in your Manifestly account for each new issue.

    Note: You'll need to first create a Manifestly checklist you wish to run for this integration.

    How It Works

    1. Someone creates a new Jira issue
    2. Zapier automatically runs a checklist in your Manifestly account

    What You Need

    • Jira account
    • Manifestly account
  • Create Manifestly checklist runs from new SugarCRM leads

    Ensure you follow the same sales process for every new lead your organization has. With this Manifestly to SugarCRM Zapier integration, your checklist runs will be automatically created and assigned to the proper staff, giving you peace of mind that your client onboarding and CRM lead processing are timely and always according to defined standard procedures.

    Note: You'll need to first create a Manifestly checklist you wish to run for this integration.

    How It Works

    1. A new lead is created in SugarCRM
    2. Zapier automatically launches a checklist in Manifestly

    What You Need

    • SugarCRM account
    • Manifestly account
  • Create Manifestly checklist runs from new posts on an RSS feed

    Want to make sure you follow the same process to promote your blog posts each and every time? With this simple Zapier integration, your blog post promotion checklist runs will be automatically created and assigned to the proper staff, giving you peace of mind that your process is being followed to get the most marketing bang for your blogging work.

    Note: You'll need to first create a Manifestly checklist you wish to run for this integration.

    How this RSS-Manifestly integration works

    1. A new blog post is published to your RSS feed
    2. Zapier automatically launches a checklist in Manifestly

    Apps involved

    • RSS feed
    • Manifestly
  • Create Manifestly checklist runs from new Intercom users

    Welcome your new Intercom users using the same standard process every time. Now with the help of Zapier, you can be certain your new user onboarding checklist will be run for each and every new user. Create a checklist run in your Manifestly account for each new user in your Intercom account, and never worry about forgetting to dot an I or cross a T again.

    Note: You'll need to first create a Manifestly checklist you wish to run for this integration.

    How It Works

    1. Someone becomes a user in Intercom
    2. Zapier automatically launches your new user checklist in Manifestly

    What You Need

    • Intercom account
    • Manifestly account
  • Create a new checklist in Manifestly from new inbound emails

    Forgetting to follow through with your incoming requests? Create checklists in Manifestly by sending or forwarding emails to Zapier. The checklist can be customized by the email sender, subject line, and the body of the email which can become notes on that checklist run.

    Note: You will be guided through the steps to create an Email by Zapier inbox while setting up this Zap

    How this Email by Zapier-Manifestly integration works

    1. An incoming email arrives in your Email by Zapier inbox
    2. Zapier creates a checklist in Manifestly

    Apps involved

    • Email by Zapier
    • Manifestly
  • Create Manifestly checklists from new Wufoo entries

    Do you use Wufoo to automate data collection and workflows? Now you can automate the checklist creation and assignments when a respondent fills out your Wufoo form. That way, you can stop entering that data in manually.

    How this Wufoo-Manifestly integration works

    1. A new entry is added to Wufoo
    2. Zapier creates a checklist in Manifestly with the data received

    Apps involved

    • Wufoo
    • Manifestly
  • Create Manifestly checklists for new Zoho CRM leads

    Have the same to-do's whenever a new lead comes in? Use this Zap to launch Manifestly checklists automatically with every new Zoho CRM lead. The Manifestly checklist can be customized with information from the lead itself and assigned to members of your team.

    How this Zoho CRM-Manifestly integration works

    1. A lead is added in Zoho CRM
    2. Zapier creates a checklist run in Manifestly

    Apps involved

    • Zoho CRM
    • Manifestly
  • Create and assign new Manifestly checklists when employees are marked as "leaving" in People HR

    Standardize your employee offboarding workflow with this Zapier integration. This Zap will automatically create a new Manifestly checklist run, using the employee's name for the checklist title, and auto assign the workflow for each new employee in People HR.

    How this People HR-Manifestly integration works

    1. An employee is marked as leaving in People HR
    2. Zapier creates a new checklist in Manifestly

    Apps involved

    • People HR
    • Manifestly
  • Create Manifestly checklist runs from new disputed Stripe charges

    Ensure you respond correctly and consistently to each disputed charge in Stripe. Use this Zapier automation to create a checklist run in your Manifestly account every time you have a new disputed charge in your Stripe account. That way, you can kick off the process to resolve or close the dispute without delay.

    How this Stripe-Manifestly integration works

    1. A new charge is disputed in Stripe
    2. Zapier automatically launches a checklist in Manifestly

    Apps involved

    • Stripe
    • Manifestly
  • Create new checklists in Manifestly from new Salesforce cases

    Treating new Salesforce cases the same brings order and efficiency to your day-to-day work. With this Zap, you can automatically create and assign checklists in Manifestly for dealing with new customer cases in Salesforce. The checklist can be customized with information in the Salesforce case. With a streamlined, automated process, you can spend your free time with customers, not buried in your apps.

    How this Salesforce-Manifestly integration works

    1. A case is created on Salesforce
    2. Zapier creates a checklist in Manifestly

    Apps involved

    • Salesforce
    • Manifestly
  • Create Manifestly checklists for new PayPal sales

    Have the same follow-up process when new sales are made? Stop handling one-by-one and introduce automation with this Zap. After you set it up, new PayPal sales will kick off a checklist created in Manifestly. This Zap ensures your sales fulfillment process is executed consistently and on time - every time.

    How this PayPal-Manifestly integration works

    1. A successful sale is made via PayPal
    2. Zapier creates a checklist in Manifestly

    Apps involved

    • PayPal
    • Manifestly
  • Create new checklists in Manifestly from new WordPress posts

    Writing a blog post is typically just the beginning - there are copy edits, fact checking, post images, and more to manage. With this automation, every time you save a post draft in WordPress, Zapier will create a checklist in Manifestly. This is useful to ensure a standard process to write, review, and promote your blog posts is performed each and every time.

    How this WordPress-Manifestly integration works

    1. A post draft is saved in WordPress
    2. Zapier creates a new checklist in Manifestly

    Apps involved

    • WordPress
    • Manifestly
  • Create and assign Manifestly checklists when new employees are created in People HR

    Cut out manual effort from your employee onboarding workflow with this Zapier integration. After being turned on, it will automatically create a new Manifestly checklist run, using the employee's name for the checklist title, and auto assign a workflow for each new employee created in People HR to keep you efficient.

    How this People HR-Manifestly integration works

    1. A new employee is created in People HR
    2. Zapier creates a new checklist in Manifestly

    Apps involved

    • People HR
    • Manifestly
  • Create Manifestly checklist runs from failed Stripe payments

    Have peace of mind that failed subscription payments are addressed by your team in a timely and uniform way. Set up this Zapier integration to automatically create a checklist run in your Manifestly account every time you have a failed subscription payment in your Stripe account, and keep peace of mind that you are taking care of things as quickly as possible.

    Note: You'll need to first create a Manifestly checklist you wish to run for this integration.

    How this Stripe-Manifestly integration works

    1. A subscription payment fails in Stripe
    2. Zapier automatically launches a checklist in Manifestly

    Apps involved

    • Stripe
    • Manifestly
  • Create Manifestly checklist runs from new Close.io leads

    Want to make sure you follow the same process and in a timely manner for every new lead your organization has? After you turn on this Zapier integration, your checklist runs will be automatically created and assigned to the proper staff, giving you peace of mind that your client onboarding and CRM lead processing are always according to the procedure that you define.

    Note: You'll need to first create a Manifestly checklist you wish to run for this integration.

    How this Close.io-Manifestly integration works

    1. A new lead is created in Close.io
    2. Zapier automatically launches a checklist in Manifestly

    Apps involved

    • Close.io
    • Manifestly
  • Create Manifestly checklists for new MailChimp campaigns

    Reduce mistakes in your email campaigns by ensuring you use the same workflow each time. This zap will create a Manifestly checklist each time you create a new campaign in MailChimp.

    How this MailChimp-Manifestly integration works

    1. A campaign is created in Mailchimp
    2. Zapier creates a new checklist in Manifestly

    Apps involved

    • MailChimp
    • Manifestly

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Manifestly Integration Details

Launched on Zapier February 23, 2015

Zapier combines Triggers (like "Complete Checklist Step") and Actions (like "Run Checklist") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Manifestly Triggers, Searches, and Actions are supported by Zapier:

Complete Checklist Step

Triggers when a checklist step is completed.

Complete Checklist Run

Triggers when a checklist run is completed.

New Checklist Run

Triggers when a checklist run is started.

Run Checklist

Creates a run of a checklist.

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Manifestly checklist software improves collaboration and accountability in your organization's recurring processes.