
When this happens...
Proof Created
Reviewer Comment
Reviewer Decision

Automatically do this!
Create Contact
Find and Download Document
Send Reminder
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a proof is created.
Triggers when a reviewer makes a comment on a proof.
Triggers when a reviewer makes a decision on a proof.
Triggers when a document is sent.
Triggers when a new document is completed.
Action is the task that follows automatically within your Ziflow integrations.
Creates a new folder in Ziflow to organize proofs and files.
Get a list of top level folders the user can access.
Get a list of users registered in your account.
Get a list of all contacts.
Creates a contact
Finds and downloads a document

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Ziflow and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Ziflow triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Ziflow data is recorded in Xodo Sign. This includes choosing which data fields go into which fields of Xodo Sign, setting up custom formats, and filtering out unwanted information.
The data sync between Ziflow and Xodo Sign 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 Xodo Sign. 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 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 MoreXodo Sign is a tool used to sign legally binding documents online on any device
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