
When this happens...
Proof Created
Reviewer Comment
Reviewer Decision

Automatically do this!
Create Task for Deal
Create Task for Organization
Create Task for Person
Update a Deal
Get Deal Details
Create Deal for an Organization or Person
Create Or Update Person
Get Deals for a Person
Get People
Delete Person
Delete Organization
List all People
List All Organizations
Create or Update Organization
List All Users
List Product Categories
List Sectors
List All Products
List All Metrics
List Loss Reasons
List Lead Origins
List All Deals
Update Product
Create Product
Delete Product
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a proof is created.
Triggers when a reviewer makes a comment on a proof.
Triggers when a reviewer makes a decision on a proof.
Triggers when new activity created.
Check whether the deal status has been updated to **Won**.
Triggers when deal is updated.
Action is the task that follows automatically within your Ziflow integrations.
Creates a new folder in Ziflow to organize proofs and files.
Get a list of top level folders the user can access.
Get a list of users registered in your account.
Get a list of all contacts.
Create a task for a deal
Create organization task
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To start, connect both your Ziflow and Agendor accounts to viaSocket. Once connected, you can set up a workflow where an event in Ziflow triggers actions in Agendor (or vice versa).
Absolutely. You can customize how Ziflow data is recorded in Agendor. This includes choosing which data fields go into which fields of Agendor, setting up custom formats, and filtering out unwanted information.
The data sync between Ziflow and Agendor 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 Agendor. 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.
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 MoreCustomer relationship management platform where user can manage organizations, people, task and deals.
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