BoondManager + Checkvist Integration

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Popular BoondManager + Checkvist Workflows

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BoondManager + Checkvist Integration

Create Checkvist list for new BoondManager opportunities

If you're using BoondManager and Checkvist to manage your business, you'll want to take advantage of the integration between the two services. When a opportunities is created in BoondManager, a list will automatically be created in Checkvist.

This makes it easy to keep track of the progress of each opportunities and ensure that all the necessary steps are taken. To get started, click on activate, connect your BoondManager and Checkvist accounts and start creating opportunities!
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BoondManager + Checkvist Integration

Create Checkvist list for new BoondManager contact

When you create a new contact in BoondManager, this automation will automatically create a related list in Checkvist. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with BoondManager and Checkvist!
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BoondManager + Checkvist Integration
1.
  • BoondManager
    Candidate is created in BoondManager Instant
  • BoondManager
    Contact is updated in BoondManager Instant
  • BoondManager
    Contact is created in BoondManager Instant
  • BoondManager
    Candidate is updated in BoondManager Instant
  • BoondManager
    Resource is created in BoondManager Instant
  • BoondManager
    Action is created in BoondManager Instant
  • BoondManager
    Action is updated in BoondManager Instant
  • BoondManager
    Company is created in BoondManager Instant
  • BoondManager
    Company is updated in BoondManager Instant
  • BoondManager
    Opportunity is created in BoondManager Instant
  • BoondManager
    Opportunity is updated in BoondManager Instant
  • BoondManager
    Project is created in BoondManager Instant
  • BoondManager
    Project is updated in BoondManager Instant
  • BoondManager
    Invoice is created in BoondManager Instant
  • BoondManager
    Invoice is updated in BoondManager Instant
  • Checkvist
    List item is created in Checkvist
  • Checkvist
    List is created in Checkvist
2.
  • BoondManager
    Create candidate in BoondManager
  • BoondManager
    Update candidate in BoondManager
  • BoondManager
    Create contact in BoondManager
  • BoondManager
    Search contact in BoondManager
  • BoondManager
    Search candidate in BoondManager
  • BoondManager
    Update contact in BoondManager
  • BoondManager
    Import file in BoondManager
  • BoondManager
    Create company in BoondManager
  • BoondManager
    Search company in BoondManager
  • BoondManager
    Update company in BoondManager
  • BoondManager
    Create opportunity in BoondManager
  • BoondManager
    Create resource in BoondManager
  • BoondManager
    Search resource in BoondManager
  • BoondManager
    Update resource in BoondManager
  • Checkvist
    Create list in Checkvist
  • Checkvist
    Create list item in Checkvist
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