Connect Ziflow and Swell Investing to Build Intelligent Automations
Choose a Trigger
When this happens...
Proof Created
Reviewer Comment
Reviewer Decision
Choose an Action
Automatically do this!
- Request a new Action for Swell Investing
Enable Integrations or automations with these events of Ziflow and Swell Investing
Enable Integrations or automations with these events of Ziflow and Swell Investing
Triggers
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.
Actions
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.
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Frequently Asked Questions
To start, connect both your Ziflow and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Ziflow triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how Ziflow data is recorded in Swell Investing. This includes choosing which data fields go into which fields of Swell Investing, setting up custom formats, and filtering out unwanted information.
The data sync between Ziflow and Swell Investing 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 Swell Investing. 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 Swell Investing
Swell Investing is a platform that allows individuals to invest in companies that are making a positive impact on the world. It focuses on sustainable and socially responsible investing, providing users with the opportunity to align their investment portfolios with their values. The platform offers a range of investment options in sectors such as renewable energy, clean water, and healthy living, aiming to generate both financial returns and positive social outcomes.
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