Connect Ziflow and Centralstation CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Proof Created
Reviewer Comment
Reviewer Decision
Choose an Action
Automatically do this!
List All People
Search People by Email
List All Companies
List All Deals
List All Projects
List All Protocols
List All Historic Events
List All Tags
List All Tasks
List All Users
List All Filter Groups
Create Person
Create Project
Create Deal
Create Company
Get a Deal
Update Deal
Update Person
Update Project
Update Company
Add Tag to Person
Find Company by Name
Find Project by Name
Find Deal by Name
Ready to use Ziflow and Centralstation CRM 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.
New Company
Triggers when a new company is created
New Person
Triggers when a new person is created
New Project
Triggers when a new project is created
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.
List All People
Retrieves the details of all people
Search People by Email
Retrieves the details of the person by email
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Frequently Asked Questions
To start, connect both your Ziflow and Centralstation CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Ziflow triggers actions in Centralstation CRM (or vice versa).
Absolutely. You can customize how Ziflow data is recorded in Centralstation CRM. This includes choosing which data fields go into which fields of Centralstation CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Ziflow and Centralstation CRM 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 Centralstation CRM. 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 Centralstation CRM
CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you have (or want) long term relationships.
Learn More
