Connect Ziflow and OnePage CRM to Build Intelligent Automations

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Ziflow

When this happens...

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OnePage CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Request a new Trigger for Ziflow

Do thisActions

Action is the task that follows automatically within your Ziflow integrations.

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.

Create Contact hold

Create Contact hold

Creates a new contact in OnePageCRM.

Create Call

Create Call

Create a call

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Frequently Asked Questions

How do I start an integration between Ziflow and OnePage CRM?

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

Can we customize how data from Ziflow is recorded in OnePage CRM?

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

How often does the data sync between Ziflow and OnePage CRM?

The data sync between Ziflow and OnePage CRM 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 OnePage CRM?

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 OnePage CRM?

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

About OnePage CRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

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