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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 Ziflow integrations.
Create a Folder
Creates a new folder in Ziflow to organize proofs and files.
List Root Folders
Get a list of top level folders the user can access.
List Users
Get a list of users registered in your account.
List Contacts
Get a list of all contacts.
Creates an Account
Creates a new account.
Get a User
Get an existing user details.
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Frequently Asked Questions
To start, connect both your Ziflow and YNAB (You Need a Plan) accounts to viaSocket. Once connected, you can set up a workflow where an event in Ziflow triggers actions in YNAB (You Need a Plan) (or vice versa).
Absolutely. You can customize how Ziflow data is recorded in YNAB (You Need a Plan). This includes choosing which data fields go into which fields of YNAB (You Need a Plan), setting up custom formats, and filtering out unwanted information.
The data sync between Ziflow and YNAB (You Need a Plan) 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 Ziflow and YNAB (You Need a Plan). 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 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 MoreAbout YNAB (You Need a Plan)
YNAB (You Need A Budget) is a personal budgeting software that helps users gain control of their money, prioritize their spending, and achieve financial goals. It offers tools for tracking expenses, setting budgets, and monitoring financial progress.
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