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

Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
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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 a new Call is created or completed.
Triggers when a new contact is created.
Triggers when a new incoming Email is created or an outgoing Email is sent.
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 contact.
Update an existing contact.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Ziflow and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Ziflow triggers actions in Close (or vice versa).
Absolutely. You can customize how Ziflow data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.
The data sync between Ziflow and Close 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 Close. 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 MoreClose is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.
Learn More