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

Automatically do this!
Create Contact
Start Campaign
Update Hotness
Find a Contact
List Campaigns
List Contacts
List Custom Fields
List Sources
List Hotnesses
List Events
List Lead Routes
List Lead Sources
List Static Lists
List Tags
List Teams
List Team Members
List Templates
List Template Folders
List User
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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 contact is created in Liondesk.
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.
Creates a new contact in Liondesk.
Start an existing campaign for a contact.

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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 LionDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Ziflow triggers actions in LionDesk (or vice versa).
Absolutely. You can customize how Ziflow data is recorded in LionDesk. This includes choosing which data fields go into which fields of LionDesk, setting up custom formats, and filtering out unwanted information.
The data sync between Ziflow and LionDesk 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 LionDesk. 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 MoreLionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
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