Connect Ziflow and MyCRM Leads to Build Intelligent Automations

Choose a Trigger

Ziflow

When this happens...

Choose an Action

MyCRM Leads

Automatically do this!

Enable Integrations or automations with these events of Ziflow and MyCRM Leads

Enable Integrations or automations with these events of Ziflow and MyCRM Leads

Triggers

Proof Created

Proof Created

Triggers when a proof is created.

Reviewer Comment

Reviewer Comment

Triggers when a reviewer makes a comment on a proof.

Reviewer Decision

Reviewer Decision

Triggers when a reviewer makes a decision on a proof.

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Actions

Create  a Folder

Create a Folder

Creates a new folder in Ziflow to organize proofs and files.

List Root Folders

List Root Folders

Get a list of top level folders the user can access.

List Users

List Users

Get a list of users registered in your account.

List Contacts

List Contacts

Get a list of all contacts.

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Frequently Asked Questions

How do I start an integration between Ziflow and MyCRM Leads?

To start, connect both your Ziflow and MyCRM Leads accounts to viaSocket. Once connected, you can set up a workflow where an event in Ziflow triggers actions in MyCRM Leads (or vice versa).

Can we customize how data from Ziflow is recorded in MyCRM Leads?

Absolutely. You can customize how Ziflow data is recorded in MyCRM Leads. This includes choosing which data fields go into which fields of MyCRM Leads, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Ziflow and MyCRM Leads?

The data sync between Ziflow and MyCRM Leads typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Ziflow to MyCRM Leads?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Ziflow and MyCRM Leads?

Yes, you can set conditional logic to control the flow of data between Ziflow and MyCRM Leads. 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

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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MyCRM Leads

About MyCRM Leads

MyCRM puts everything you need at your fingertips so you can make the most of your limited and valuable time.

Learn More