Connect Ziflow and Espo CRM
Integrate Ziflow with Espo CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Ziflow + Espo 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
Espo CRM
Automatically do this!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
Create Lead in Espo CRM when Proof Created in Ziflow
Use this flowGet Lead from Espo CRM when Proof Created in Ziflow
Use this flowUpdate Lead in Espo CRM when Proof Created in Ziflow
Use this flowFind Leads by Text Filter in Espo CRM when Proof Created in Ziflow
Use this flowCreate Lead in Espo CRM when Reviewer Comment in Ziflow
Use this flowGet Lead from Espo CRM when Reviewer Comment in Ziflow
Use this flowUpdate Lead in Espo CRM when Reviewer Comment in Ziflow
Use this flowFind Leads by Text Filter in Espo CRM when Reviewer Comment in Ziflow
Use this flowCreate Lead in Espo CRM when Reviewer Decision in Ziflow
Use this flowGet Lead from Espo CRM when Reviewer Decision in Ziflow
Use this flowSupported Triggers & Actions
Everything you can automate between Ziflow and Espo 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 Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
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 Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
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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From idea to automation.
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 Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Ziflow and Espo 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 Espo 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 Espo CRM. No coding required.
Yes. You can set up a workflow where Ziflow triggers actions in Espo CRM, and a separate workflow where Espo 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 Espo CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Ziflow and Espo CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
