Connect Ziflow and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
Proof Created
Reviewer Comment
Reviewer Decision
Choose an Action
Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
Ready to use Ziflow and Clientary automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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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.
New Expense
A new expense in Clientary.
New Project
Triggered when a new project is created in Clientary.
New Client
Triggered when a new client is created in Clientary.
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 Client
Create a new client in Clientary.
Create Expense
Create a new expense in Clientary.
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Frequently Asked Questions
To start, connect both your Ziflow and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Ziflow triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Ziflow data is recorded in Clientary. This includes choosing which data fields go into which fields of Clientary, setting up custom formats, and filtering out unwanted information.
The data sync between Ziflow and Clientary 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 Clientary. 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 Clientary
Online invoicing and time tracking for small businesses and freelancers. Clientary helps you get paid quicker and painlessly helps you manage your staff and projects.
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