Integrate Ziflow with Agile CRM
Send information between Ziflow and Agile CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Ziflow and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Proof created
Triggers when a new proof is created
Proof updated
Triggers when the details of an existing proof are updated
Review completed
Triggers when a proof review is completed
Comment added or updated
Triggers when a new comment is added or when an existing comment is updated
New Ticket
Triggers when a new ticket is created
New Task
Triggers when a new task is created
New Deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create guest
Creates a new guest
Add reviewer
Adds a reviewer to the specified stage on the proof
Create comment
Creates a new comment in the specified proof
Create folder
Creates a new folder
Create proof
Creates a new proof
Complete review or make decision
Makes a decision or marks the specified review as complete based on the reviewer's proof role
Update user
Updates the details of an existing user
Like comment
Likes a comment in the specified proof
Update folder
Updates the details of an existing folder
Update guest
Updates the details of an existing guest
Update proof
Updates the details of an existing proof
Update reviewer
Updates the details of an existing reviewer
Fetch comment
Fetches a comment in an existing proof using its ID
Fetch user
Fetches the details of an existing user using their email address or ID
Fetch proof
Fetches the details of an existing proof using its ID
Fetch guest or user
Fetches the details of an existing contact (guest or user) using their email address or ID
Fetch reviewer
Fetches the details of an existing reviewer using ID or email address
Add note to contact
Adds a note to an existing contact
Create Deal
Creates a new deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Update Company
Updates the details of an existing Company based on company ID
Update Task
Updates the details of an existing Task based on task ID
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 Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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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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CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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