Connect Checkvist and Overloop.ai

Both apps 36Checkvist 17Overloop.ai 19

• Trigger
  New List

  Triggered when a new checklist is created in Checkvist.

• Trigger
  New List Item

  Triggered when a new item is added to the chosen Checkvist checklist.

• Action
  Close Task

  Marks a task in a Checkvist checklist as closed (done) and returns the updated task.

• Action
  Create List Item

  Adds a new item (task) to a Checkvist checklist and returns the created item.

• Action
  Create New List

  Creates a new Checkvist checklist and returns it.

• Action
  Create Several List Items

  Adds several items to a Checkvist checklist at once from a block of text (one item per line) and returns the created items.

• Action
  Create Task Note

  Adds a note (comment) to a task in a Checkvist checklist and returns the new note.

• Action
  Delete Checklist

  Deletes a Checkvist checklist and returns the deleted list.

• Action
  Delete List Item

  Deletes an item (task) from a Checkvist checklist and returns the deleted item.

• Action
  Get Checklist

  Returns a single Checkvist checklist by its ID, with its name, sharing settings and item counts.

• Action
  Get List Item

  Returns a single item (task) from a Checkvist checklist, optionally with its notes.

• Action
  List Checklists

  Returns the Checkvist checklists the connected account can see.

• Action
  List List Items

  Returns the items (tasks) in a Checkvist checklist.

• Action
  List Task Notes

  Returns the notes (comments) on a task in a Checkvist checklist.

• Action
  Reopen Task

  Reopens a closed task in a Checkvist checklist and returns the updated task.

• Action
  Update Checklist

  Updates a Checkvist checklist's name or sharing setting and returns the updated list.

• Action
  Update List Item

  Updates an item (task) in a Checkvist checklist and returns the updated item.

• Trigger
  List Created

  Triggers when a new list is created in Overloop.ai.

• Trigger
  New Exclusion List Item

  Triggers when a new email address or domain is added to your Overloop exclusion list.

• Action
  Add list

  Creates a new prospect or organization list in Overloop.

• Action
  Add Prospect to Campaign

  Adds a prospect to an Overloop campaign by enrolling them in it, optionally at a specific step or start time. Returns the new enrollment.

• Action
  Create Organization

  Creates a new organization in Overloop.ai with its name, contact details, address, lists and any custom fields.

• Action
  Create Prospect

  Creates a new prospect in Overloop.ai with contact details, lists, owner, organization and any custom fields, and returns the created prospect.

• Action
  Delete list

  Permanently deletes a list in Overloop. Prospects that were in the list are kept.

• Action
  Delete organization

  Permanently deletes an organization in Overloop.ai. This cannot be undone.

• Action
  Delete prospect

  Permanently deletes a prospect from Overloop.ai, along with all of its history (messages, replies). This cannot be undone.

• Action
  Enroll Prospect

  Enrolls a prospect into an Overloop campaign or prospect-based workflow, optionally at a specific step or start time.

• Action
  Exclude Prospect

  Excludes a prospect from all future outreach by adding their email address (or their whole domain) to the Overloop exclusion list.

• Action
  Get organization

  Returns a single Overloop organization by its ID, including its standard details, lists and any custom field values.

• Action
  Get prospect

  Returns a prospect by ID, including its contact details, engagement status, lists and custom field values. An error occurs if the prospect is not found.

• Action
  List automations

  Returns the automations (outbound campaigns and productivity workflows) in your Overloop account, optionally filtered by type, record type or status.

• Action
  List users

  Returns the users on your Overloop.ai account, with their name, email, role and status, optionally filtered to active or disabled users.

• Action
  Search List

  Returns the Overloop lists whose name contains the text you give, optionally limited to prospect or organization lists.

• Action
  Search Organization

  Returns the organizations in Overloop.ai that match the name, website, email or other details you specify.

• Action
  Search Prospect

  Returns the prospects that match the email, name, job title, location or engagement status you specify.

• Action
  Update list

  Renames an existing Overloop list and returns the updated list.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.