Checkmob × Ambacti

Bring Checkmob into
the flow of work.

A little less busywork with Checkmob.

Roman aqueduct developing from a precise architectural drawing into marble.
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Category1 capabilities
  • List categories
Custom Field1 capabilities
  • List custom fields
Service Type1 capabilities
  • List service types
Step1 capabilities
  • List steps
Temperature1 capabilities
  • List temperatures
Service Status1 capabilities
  • List service statuses

    List service statuses (records)

Market Sector1 capabilities
  • List market sectors
Objective1 capabilities
  • List objectives
Group5 capabilities
  • Create group

    Create a new group

  • Delete group

    Delete a group

  • Get group

    Get a group by ID

  • List groups
  • Update group

    Replace an existing group

Segment12 capabilities
  • Create segment

    Create a segment

  • Delete segment

    Delete a segment

  • Get segment

    Get a segment by ID

  • Get segment links

    Get links (users and groups) of the segment

  • Link client to segment

    Link a client to the segment

  • Link group to segment

    Link a group to the segment

  • Link user to segment

    Link a user to the segment

  • List segments
  • Remove client link

    Unlink a client from the segment

  • Remove group link

    Unlink a group from the segment

  • Remove user link

    Unlink a user from the segment

  • Update segment

    Replace a segment

Client9 capabilities
  • Create client

    Create a new client

  • Create clients in bulk

    Create multiple clients in a single call (max. 500).

  • Delete client

    Delete a client

  • Get client

    Get a client by ID

  • Link people to client

    Link one or more people to the client (max. 500).

  • List clients

    Get clients paginated and with filters

  • Replace client

    Replace an existing client

  • Unlink people from client

    Remove the link between a client and people (max. 500).

  • Update client partially

    Partially update an existing client

Person8 capabilities
  • Activate or deactivate people

    Activate or deactivate people in bulk (max. 500).

  • Create person

    Create a new person

  • Delete person

    Delete a person

  • Get person

    Get a person by ID

  • Link person to clients

    Link a person to one or more clients (max. 500).

  • List people

    List people/contacts

  • Unlink person from clients

    Remove the link between a person and clients (max. 500).

  • Update person

    Update an existing person

Client Address2 capabilities
  • List client addresses
  • Replace client address

    Replace the client's main address

Person Address2 capabilities
  • Get person address

    Get the person's address

  • Replace person address

    Replace the person's address

User3 capabilities
  • Get user

    Get a user by ID

  • List users
  • Get user locations

    Get the recorded locations of a user

Client Note4 capabilities
  • List client notes
  • Create client note

    Create a new note

  • Update client note

    Update an existing note

  • Delete client note

    Delete a note by ID

Service Order8 capabilities
  • Change status of service order

    Change the status of a service order

  • Create service order

    Create a service order

  • Delete service order

    Delete a service order

  • Delete service orders in bulk

    Delete service orders in bulk by IDs (max. 500).

  • Get service order

    Get a service order by ID

  • List service orders
  • List service order statuses

    List available statuses for service orders

  • Replace service order

    Replace a service order (missing field preserves current value)

Record4 capabilities
  • Get a record

    Get a record by ID

  • List records

    List records with filters

  • Create a scheduled record

    Create a scheduled record (visit)

  • Update a record

    Update non-sensitive fields (a missing field keeps its current value)

Checklist6 capabilities
  • Get checklist

    Get a checklist by ID

  • Link group to checklist

    Link a group to the checklist

  • Link segment to checklist

    Link a segment to the checklist

  • List checklists
  • Remove group link

    Unlink a group from the checklist

  • Remove segment link

    Unlink a segment from the checklist

Checklist Answer3 capabilities
  • Get answers by record

    Get answers by record ID. A 404 means there was no questionnaire for this visit (not an integration error).

  • Get answers by service order

    Get answers by service order ID

  • List answered questionnaires

    List answered questionnaires (summary)

Travel3 capabilities
  • List travel summary by user

    Travel summary consolidated by user

  • List travel days

    Travel days of a user

  • List travel routes

    Routes (origin → destination) of a travel day

Frequently asked
questions.

What could an Ambacti integration do with Checkmob?

The documented operations include Category: List categories; Custom Field: List custom fields; Service Type: List service types; Step: List steps.

Could I keep a workflow read-only?

For a read-only workflow, limit account permissions to reading data and exclude actions that create, update, or delete records.

Will every action run automatically?

Choose which steps could run on their own and which should pause for review. Changes should follow the permissions and approval rules you set.

Do I need to review actions in Checkmob?

Decide which work could run on its own and which steps need your review.