Connect Ziflow and elements financial advisor to Build Intelligent Automations
Enable Integrations or automations with these events of Ziflow and elements financial advisor
Enable Integrations or automations with these events of Ziflow and elements financial advisor
Triggers
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.
Actions
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.
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Frequently Asked Questions
To start, connect both your Ziflow and elements financial advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Ziflow triggers actions in elements financial advisor (or vice versa).
Absolutely. You can customize how Ziflow data is recorded in elements financial advisor. This includes choosing which data fields go into which fields of elements financial advisor, setting up custom formats, and filtering out unwanted information.
The data sync between Ziflow and elements financial advisor 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 elements financial advisor. 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.
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About elements financial advisor
Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.
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