Beyond-Bot.ai + CheckFlow
CheckFlow is a workflow and checklist platform for managing repeatable processes, tasks, templates, teams, data sets, and automation.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to CheckFlow.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in CheckFlow.
Trigger Workflows
Start automated workflows in CheckFlow based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within CheckFlow.
Create Tag
Create a team tag by name, or return the existing same-name tag without creating a duplicate.
Find Checklists
Find checklist summaries for a template, optionally filtered by name, tag, or lifecycle status. Returns one page and a cursor for the next page.
Get Analytics
Return checklist and task activity analytics for a date range.
Get Task Details
Get one checklist task with its controls, comments, and assignees.
Get Team Directory
Return active team members and groups, including each group's membership, optionally filtered by name.
List Checklist Details
Return one page of full checklist instances, including tasks and controls, with a cursor for the next page.
List Tags
List the tags available to the connected CheckFlow team.
List Templates
List active checklist templates and their keys for creating or finding checklists.
List Template Tasks
List the task keys and names defined by one checklist template.
List Webhook Subscriptions
List webhook subscriptions, optionally filtered by source and event type.