Integrations / CRM
Manage Check Cherry appointments and expenses from WhatsApp
Flann connects Check Cherry to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Check Cherry action. Before a call, during a visit or in the car afterwards, you can ask Flann about any contact in Check Cherry and get their history in a few lines. Look-ups are instant.
25 actions in Check Cherry. 17 only look things up, and 8 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Check Cherry
Type it or say it in a voice note. Flann works out which Check Cherry action you mean.
“Look up the lead in Check Cherry.”
“Look up the event in Check Cherry.”
“Look up the report in Check Cherry.”
“Create an expense in Check Cherry.”
“Create an appointment in Check Cherry.”
“Remove the questionnaire in Check Cherry.”
What Flann can work with in Check Cherry
Check Cherry gives Flann 25 actions across 14 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Appointments | createdeletelook up | 4 |
| Expenses | createdeletelook upupdate | 4 |
| Events | look up | 2 |
| Leads | look up | 2 |
| Questionnaires | look updelete | 3 |
Side by side, the two ways of working in Check Cherry:
| Compare | Check Cherry on its ownEvery step is yours | With FlannThe work comes to your chat |
|---|---|---|
| How you ask | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about appointments | Filters and searches you run yourself | 17 look-ups, answered straight away |
| Making changes | Typed in by hand | 8 changes, made from a message |
| Check Cherry records | All of them, one screen at a time | 14 kinds, from one chat |
| Getting connected | Nothing new to set up | Your Check Cherry API key, once |
YesPartlyNo
Step by step: Check Cherry jobs you can hand to Flann
What happens between your message and the result in Check Cherry.
Create an appointment from a voice note
- You message Flann on WhatsApp: “Create an appointment in Check Cherry with these details.”
- Flann runs
List Appointmentsin Check Cherry and shows you what it found. - Flann runs
Create Appointmentin Check Cherry. - Flann creates it in Check Cherry and confirms in the chat.
Fix an expense without opening Check Cherry
- You message Flann on WhatsApp: “Change the expense in Check Cherry: here is what is different.”
- Flann runs
List Expensesin Check Cherry and shows you what it found. - Flann runs
Update Expensein Check Cherry. - Flann makes the change in Check Cherry and confirms in the chat.
Get answers about your events
- You message Flann on WhatsApp: “What is the latest on our events in Check Cherry?”
- Flann runs
List EventsandGet Eventin Check Cherry and shows you what it found. - Nothing in Check Cherry is changed: these are look-ups, so they run straight away.
The Check Cherry jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Routing new leads to the right person
Today
Each morning you read the new leads in Check Cherry and decide who should handle them. While you decide, the lead goes cold.
With Flann
“Assign today’s new leads in Check Cherry, Arabic speakers to Sami, the rest to Claire.”
Following the rule you gave, Flann reads each new lead in Check Cherry, notes the language and the enquiry, and proposes an owner.
What you stop doing: You stop being the bottleneck between a lead and a reply.
Renewals and reorders on time
Today
Contracts renew, stock runs out and regular customers are ready to reorder, but the dates are buried in Check Cherry. You find out when a competitor has already called them.
With Flann
“Who is due to renew or reorder next month according to Check Cherry?”
Reading the renewal dates, contract ends and purchase patterns in Check Cherry, Flann gives you a short list of customers coming up, with what they bought last time. It can draft a personal note to each.
What you stop doing: Repeat business no longer depends on you spotting a date.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Check Cherry
- In Flann, go to Connectors and find Check Cherry.
- Paste your Check Cherry API key into the secure form Flann opens. You will find the key in your Check Cherry account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Check Cherry action and fills in the details.
Reading from Check Cherry is instant. Check Cherry stays connected until you remove it in Connectors.
Ways to use Check Cherry with Flann
Follow up the leads you forgot
Ask Flann which leads in Check Cherry have not heard from you in a week. It lists them and drafts the follow-up for each.
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in Check Cherry: last deal, last note, last time you spoke.
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in Check Cherry and asks you to confirm.
Everything Flann can do in Check Cherry
All 25 Check Cherry actions, as Flann sees them.
Looks up 17
- Check Event Availability
- Get Appointment
- Get Event
- Get Lead
- Get Questionnaire
- Get Report
- List Appointment Slots
- List Appointments
- List Event Bookings
- List Events
- List Expense Categories
- List Expenses
- List Leads
- List Offerings
- List Payments
- List Questionnaire Templates
- List Questionnaires
Changes 8
- Attach Questionnaire
- Create Appointment
- Create Expense
- Delete Appointment
- Delete Expense
- Remove Questionnaire
- Update Expense
- Update Questionnaire Answers
More CRM apps Flann works with
Common questions
What can Flann do with appointments in Check Cherry?
Flann can create, delete and look up appointments in Check Cherry, using 4 actions (Create Appointment, Delete Appointment, Get Appointment, List Appointments). Looking up runs straight away and changes nothing. The other actions create or change appointments in Check Cherry.
What can Flann do with expenses in Check Cherry?
Flann can create, delete, look up and update expenses in Check Cherry, using 4 actions (Create Expense, Delete Expense, List Expenses, Update Expense). Looking up runs straight away and changes nothing. The other actions create or change expenses in Check Cherry.
How does Flann connect to Check Cherry?
Open Connectors in Flann, choose Check Cherry and paste your Check Cherry API key into a secure form. You will find the key in your Check Cherry account settings. Once it is connected, Flann can use 25 actions in Check Cherry.
How do I ask Flann to do something in Check Cherry?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Check Cherry action that fits and asks if anything is missing.
Which Flann plan do I need for Check Cherry?
Any of them. Every Flann plan includes Check Cherry and every other app.