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Integrate CheckFlow with your AI CRM

CheckFlow is a workflow and checklist platform for managing repeatable processes, tasks, templates, teams, data sets, and automation.

Explore Triggers and Actions

Create Tag

Create a team tag by name, or return the existing same-name tag without creating a duplicate.

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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.

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Get Analytics

Return checklist and task activity analytics for a date range.

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Get Task Details

Get one checklist task with its controls, comments, and assignees.

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Get Team Directory

Return active team members and groups, including each group's membership, optionally filtered by name.

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List Checklist Details

Return one page of full checklist instances, including tasks and controls, with a cursor for the next page.

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List Tags

List the tags available to the connected CheckFlow team.

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List Template Tasks

List the task keys and names defined by one checklist template.

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List Templates

List active checklist templates and their keys for creating or finding checklists.

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List Webhook Subscriptions

List webhook subscriptions, optionally filtered by source and event type.

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How the CheckFlow integration works

The CheckFlow integration connects your Dench AI CRM directly to CheckFlow, so agents can read and act on your CheckFlow data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

10 actions are available for agents to invoke on your behalf. Every call runs through CheckFlow's own authorization, scoped to the account you connect.

Set up CheckFlow in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find CheckFlow and click Connect — you'll authorize access through CheckFlow's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use CheckFlow in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the CheckFlow integration work with Dench?

The Dench CheckFlow integration connects your AI CRM to CheckFlow, so AI agents can work with your CheckFlow data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with CheckFlow via Dench?

The CheckFlow integration currently exposes 10 actions, including Create Tag, Find Checklists, Get Analytics, Get Task Details, Get Team Directory, and List Checklist Details. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect CheckFlow to Dench?

No. You connect CheckFlow from your Dench workspace using CheckFlow's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the CheckFlow integration secure?

Connections are authorized through CheckFlow's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the CheckFlow connection from your workspace settings at any time.

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