Integration Quick-Setup Automation Templates

Setting up automations for your integrations has never been easier with Chekkit's new quick-setup automation templates. This feature allows you to instantly activate pre-configured automations for QuickBooks, HubSpot, and ServiceM8, saving you time and effort.

How to Use Quick-Setup Automation Templates:

Navigate to the Settings Page: Go to Business Tools & Integrations in your Chekkit account.
Select an Integration: Choose QuickBooks, HubSpot, or ServiceM8 from the list of available integrations.
Set Up Automation: Click on the 'Set up automation' link. If you have already set up an automation, you will see a 'Connected' status with options to view or add more automations.
Choose a Template: In the setup dialog, select from the available templates specific to your integration:

QuickBooks: Automations for invoice sent, payment received, and review request after payment.
HubSpot: Automations for deal created, ticket created, and review request after a deal is won.
ServiceM8: Automations for review request after job completion, quote follow-up, and job booked.

Confirm and Activate: Follow the three-screen flow: template picker, loading screen, and success screen. The success screen will provide a direct link to view the newly created automation.

Once activated, these automations will handle messaging tasks based on events in your connected apps, streamlining your workflow and enhancing customer engagement.

For more detailed steps, visit our Help Center.