Connect Ziflow and Lofty to Build Intelligent Automations
Choose a Trigger
When this happens...
Proof Created
Reviewer Comment
Reviewer Decision
Choose an Action
Automatically do this!
Create New Lead
Add Note to Lead
Update Lead
Search Leads
Send Email To Agent
Send SMS to Sales Agent
Create Agent
List Transactions
Create Task for Lead
Ready to use Ziflow and Lofty automations
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 Lead Is Added
Runs when new lead is added
Lead Updated
Runs the workflow automatically whenever a contact is updated in Lofty.
Lead Pipeline Changed
Runs the workflow automatically whenever a lead's pipeline stage changes in Lofty.
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 New Lead
Create a new lead
Add Note to Lead
Add a note to a lead
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Frequently Asked Questions
To start, connect both your Ziflow and Lofty accounts to viaSocket. Once connected, you can set up a workflow where an event in Ziflow triggers actions in Lofty (or vice versa).
Absolutely. You can customize how Ziflow data is recorded in Lofty. This includes choosing which data fields go into which fields of Lofty, setting up custom formats, and filtering out unwanted information.
The data sync between Ziflow and Lofty 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 Lofty. 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 Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn More
