Integrations Ziflow Solid Performers CRM
Ziflow + Solid Performers CRM

Connect Ziflow and Solid Performers CRM to Build Intelligent Automations

Choose a Trigger

Ziflow

When this happens...

Choose an Action

Solid Performers CRM

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Enable Integrations or automations with these events of Ziflow and Solid Performers CRM

Enable Integrations or automations with these events of Ziflow and Solid Performers CRM

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 Solid Performers CRM?

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

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

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

How often does the data sync between Ziflow and Solid Performers CRM?

The data sync between Ziflow and Solid Performers 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 Solid Performers 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 Solid Performers CRM?

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

About Solid Performers CRM

We Help your Sales Team Close More Leads Faster & Smarter

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