Checkvist + Upnify Integration

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

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

When you create a new client in Upnify, 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 Upnify and Checkvist!