Checkvist + Projekly Integration

Connect Checkvist to Projekly in 1 click

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Popular Checkvist + Projekly Workflows

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Projekly + Checkvist Integration

Create Checkvist list for new Projekly client

When you create a new client in Projekly, this automation will automatically create a related list in Checkvist. This makes it easy to track the progress of your client'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 client's information. Stay organized and efficient with Projekly and Checkvist!
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Checkvist + Projekly Integration

Create Projekly task for new Checkvist list

Are you looking for a way to keep track of your sales process and create task for yourself in Projekly? If so, you'll be glad to know that you can use Checkvist to create list of the steps in your sales process, and then create task in Projekly for each step.

This automation will help you stay organized and make sure that no steps are forgotten.
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Checkvist + Projekly Integration
1.
  • Checkvist
    List item is created in Checkvist
  • Checkvist
    List is created in Checkvist
  • Projekly
    Project is created in Projekly
  • Projekly
    Lead is created in Projekly
  • Projekly
    Event is created in Projekly
  • Projekly
    Invoice is created in Projekly
  • Projekly
    Task is created in Projekly
  • Projekly
    Client is created in Projekly
  • Projekly
    Product is created in Projekly
2.
  • Checkvist
    Create list in Checkvist
  • Checkvist
    Create list item in Checkvist
  • Projekly
    Update product in Projekly
  • Projekly
    Search product in Projekly
  • Projekly
    Update project in Projekly
  • Projekly
    Search project in Projekly
  • Projekly
    Update invoice in Projekly
  • Projekly
    Search invoice in Projekly
  • Projekly
    Create event in Projekly
  • Projekly
    Create invoice in Projekly
  • Projekly
    Create task in Projekly
  • Projekly
    Create project in Projekly
  • Projekly
    Create product in Projekly
  • Projekly
    Create client in Projekly
  • Projekly
    Create ticket in Projekly
  • Projekly
    Create employee in Projekly
  • Projekly
    Create lead in Projekly
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Integrate Checkvist & Projekly In 1 Click
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