Integrate Ziflow with Salesmate
Send information between Ziflow and Salesmate automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Ziflow and Salesmate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Proof created
Triggers when a new proof is created
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks
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 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
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
Create contact
Creates a new contact
Create activity
Creates a new activity
Create company
Creates a new company
Create deal
Creates a new deal
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Update deal
Updates the details of an existing deal
Update activity
Updates the details of an existing activity
Fetch deal
Fetches the details of a deal by title or ID
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch activity
Fetches the details of an activity by title or ID
Fetch company
Fetches the details of a company by name, ID, or website
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.
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What is Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
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Logic
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Custom functions
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We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Endless integrations. End to manual work.
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