CheckFlow + Interact

Create checklists in CheckFlow for new Interact leads

Effortlessly manage new leads with this seamless workflow between Interact and CheckFlow. Whenever a new lead is generated in Interact, a checklist will be created in CheckFlow, ensuring a smooth process for handling potential customers. Stay organized and on top of your lead management without missing a beat.

Effortlessly manage new leads with this seamless workflow between Interact and CheckFlow. Whenever a new lead is generated in Interact, a checklist will be created in CheckFlow, ensuring a smooth process for handling potential customers. Stay organized and on top of your lead management without missing a beat.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    CheckFlowCheckFlow
    Create Checklist

    Creates a new checklist.

    ActionWrite
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Supported triggers and actions

    • Template

    • Task

    • File Upload Control

    Trigger
    Instant
    Try It
    • Template

    • Task

    Trigger
    Instant
    Try It
    • Checklist IDRequired

    • Is Shared?Required

    Action
    Write
    • Template

    • Checklist NameRequired

    • Status

    Action
    Search or write
checkflow logo
checkflow logo

About CheckFlow

CheckFlow is a SaaS platform that allows you to create and manage your team's recurring checklists and procedures in real-time.

Related categories

  • Product Management
interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Learn more

Related categories

  • Forms & Surveys

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier