Integrate Cloze with Ziflow

Send information between Cloze and Ziflow automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Cloze and Ziflow using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company changed

Triggers when a company is changed

Project changed

Triggers when a project is changed

Person changed

Triggers when a person is changed

Proof created

Triggers when a new proof is created

Review completed

Triggers when a proof review is completed

Proof updated

Triggers when the details of an existing proof are updated

Comment added or updated

Triggers when a new comment is added or when an existing comment is updated

All Actions - Actions are the automated tasks

Create or update person

Creates a person. If the record already exists, updates the details of that person.

Create note

Creates or updates a note

Create or update project

Creates or updates a project

Create or update company

Creates a company. If it already exists, updates the details of the company.

Create timeline event

Creates a new timeline event

Create communication

Creates a new communication record

Create ToDo

Creates a new ToDo

Create folder

Creates a new folder

Complete review or make decision

Makes a decision or marks the specified review as complete based on the reviewer's proof role

Create proof

Creates a new proof

Add reviewer

Adds a reviewer to the specified stage on the proof

Create guest

Creates a new guest

Create comment

Creates a new comment in the specified proof

Update proof

Updates the details of an existing proof

Like comment

Likes a comment in the specified proof

Update user

Updates the details of an existing user

Update guest

Updates the details of an existing guest

Update folder

Updates the details of an existing folder

Update reviewer

Updates the details of an existing reviewer

Fetch proof

Fetches the details of an existing proof using its ID

Fetch reviewer

Fetches the details of an existing reviewer using ID or email address

Fetch guest or user

Fetches the details of an existing contact (guest or user) using their email address or ID

Fetch user

Fetches the details of an existing user using their email address or ID

Fetch comment

Fetches a comment in an existing proof using its ID

What is Cloze?

Cloze is a contact and relationship management application that creates to-do lists, projects and contact databases based on email, phone calls, meetings and notes.

What is Ziflow?

Ziflow is a creative collaboration and online proofing solution that lets you create approval workflows and review all your creative content from a single platform.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Technical Engineer, Master Liveaboards

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