Connect Ziflow and Pipeliner Cloud to Build Intelligent Automations
Choose a Trigger
When this happens...
Proof Created
Reviewer Comment
Reviewer Decision
Choose an Action
Automatically do this!
List All Contacts
Create Account
Create Appointment
Create Contact
Create Lead
List Accounts
List Activities
List Approvals
List Calls
List Clients
List Cloud Objects
List Company Emails
List Currencies
List Entities
List Data
List Emails
List Leads
List Opportunities
List Pipelines
Create Product
Update Account
Update Appointment
Update Contact
Update Lead
Update Product
Ready to use Ziflow and Pipeliner Cloud 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 Account
Triggers when a new Account is created.
New Appointment
Triggers when a new Appointment is created.
New Contact
Triggers when a new Contact is created.
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.
List All Contacts
Retrieves the list of all contacts
Create Account
Create a new account.
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Frequently Asked Questions
To start, connect both your Ziflow and Pipeliner Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Ziflow triggers actions in Pipeliner Cloud (or vice versa).
Absolutely. You can customize how Ziflow data is recorded in Pipeliner Cloud. This includes choosing which data fields go into which fields of Pipeliner Cloud, setting up custom formats, and filtering out unwanted information.
The data sync between Ziflow and Pipeliner Cloud 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 Pipeliner Cloud. 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 Pipeliner Cloud
Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.
Learn More
