Connect Ziflow and Capsule CRM
Integrate Ziflow with Capsule CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Ziflow + Capsule CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Ziflow
When this happens...
Proof Created
Reviewer Comment
Reviewer Decision
Choose an action
Capsule CRM
Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
Create Contact in Capsule CRM when Proof Created in Ziflow
Use this flowUpdate Opportunity in Capsule CRM when Proof Created in Ziflow
Use this flowList Tasks in Capsule-crm when Proof Created in Ziflow
Use this flowAdd Note to Entity in Capsule CRM when Proof Created in Ziflow
Use this flowCreate Opportunity in Capsule CRM when Proof Created in Ziflow
Use this flowCreate a project in Capsule CRM when Proof Created in Ziflow
Use this flowCreate Task in Capsule-crm when Proof Created in Ziflow
Use this flowUpdate Contact in Capsule CRM when Proof Created in Ziflow
Use this flowFind Contact in Capsule-crm when Proof Created in Ziflow
Use this flowFind Milestone in Capsule-crm when Proof Created in Ziflow
Use this flowSupported Triggers & Actions
Everything you can automate between Ziflow and Capsule CRM.
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.
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
New or Updated Project
Triggers when a given action is performed on a Project.
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.
Create Contact
Creates a new Person or Organisation.
Update Opportunity
Update an existing opportunity
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Capsule CRM
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Ziflow and Capsule CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Ziflow and Capsule CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Capsule CRM. No coding required.
Yes. You can set up a workflow where Ziflow triggers actions in Capsule CRM, and a separate workflow where Capsule CRM triggers actions in Ziflow. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Ziflow and Capsule CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Ziflow and Capsule CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
