Connect ZarMoney and Ziflow to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ZarMoney
Choose an Action
Automatically do this!
Create a Folder
List Root Folders
List Users
List Contacts
Ready to use ZarMoney and Ziflow automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Proof Created
Triggers when a proof is created.
Reviewer Comment
Triggers when a reviewer makes a comment on a proof.
Reviewer Decision
Triggers when a reviewer makes a decision on a proof.
Do thisActions
Action is the task that follows automatically within your ZarMoney integrations.
Create a class
create a class.
Update a Class
Update a Class
Create a taxTypes
Create a taxTypes.
Add a customer
Create a customer.
Update a customer
Update a customer.
Create a Vendor
Create a Vendor.
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Frequently Asked Questions
To start, connect both your ZarMoney and Ziflow accounts to viaSocket. Once connected, you can set up a workflow where an event in ZarMoney triggers actions in Ziflow (or vice versa).
Absolutely. You can customize how ZarMoney data is recorded in Ziflow. This includes choosing which data fields go into which fields of Ziflow, setting up custom formats, and filtering out unwanted information.
The data sync between ZarMoney and Ziflow typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ZarMoney and Ziflow. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ZarMoney
ZarMoney is a comprehensive accounting software solution designed to streamline financial management for businesses of all sizes. It offers features such as invoicing, billing, expense tracking, and financial reporting, making it an ideal tool for managing your company's finances efficiently.
Learn MoreAbout Ziflow
Ziflow is an online proofing tool designed for marketing teams and agencies to review and approve creative content. It supports various file types and provides features for collaboration and feedback.
Learn More
