Integrate Ziflow with PipelineDeals
Send information between Ziflow and PipelineDeals automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Ziflow and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Comment added or updated
Triggers when a new comment is added or when an existing comment is updated
Review completed
Triggers when a proof review is completed
Proof updated
Triggers when the details of an existing proof are updated
Proof created
Triggers when a new proof is created
New deal
Triggers when a new deal is created
Updated deal stage
Triggers when a deal is moved from one stage to another
Updated deal status
Triggers when the status of an existing deal is updated
New person, lead, or contact
Triggers when a new person, lead, or contact is created
All Actions - Actions are the automated tasks
Create comment
Creates a new comment in the specified proof
Add reviewer
Adds a reviewer to the specified stage on the proof
Create guest
Creates a new guest
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
Create folder
Creates a new folder
Update user
Updates the details of an existing user
Like comment
Likes a comment in the specified proof
Update reviewer
Updates the details of an existing reviewer
Update proof
Updates the details of an existing proof
Update guest
Updates the details of an existing guest
Update folder
Updates the details of an existing folder
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 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 proof
Fetches the details of an existing proof using its ID
Create activity
Creates a new activity associated with an existing person, company, or deal
Create deal
Creates a new deal
Add person
Adds a new person
Create task
Creates a new calendar task
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.
Similar apps
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
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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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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