Connect Ziflow and Samvad to Build Intelligent Automations

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Ziflow

When this happens...

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Samvad

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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.

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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 Lead

Create Lead

Creates a new lead in Samvad using selected custom fields and an optional next follow-up date.

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Frequently Asked Questions

How do I start an integration between Ziflow and Samvad?

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

Can we customize how data from Ziflow is recorded in Samvad?

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

How often does the data sync between Ziflow and Samvad?

The data sync between Ziflow and Samvad 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 Samvad?

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 Samvad?

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

About Samvad

Samvad is a comprehensive telecalling solution designed to enhance communication and streamline customer interactions. Ideal for businesses looking to improve their telecommunication strategies, Samvad offers tools for efficient call management and customer engagement.

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