Summary: With our Salesforce integration, users can extend their Ziflow online proofing operations to Salesforce. Users can automatically create and update tasks in Salesforce for new proofs, comments, decisions, and more to keep their team up to date with the tools they're already using.
This article outlines how described functionality appears and operates in the old layout. If you are using Dashboard 2.0, please refer to the corresponding article in the Help Center.
Available on: Enterprise editions.
Follow the instructions on how to:
Please note that before setting up the integration between Ziflow and any third-party tool, it is necessary to connect Ziflow with the external application first. The process of connecting Ziflow to external applications can be found below.
How to Connect with Salesforce
To integrate Salesforce with Ziflow, follow these steps:
Open your Ziflow account and navigate to the Connect tab.
Click on the Applications tab located on the left side of the screen.
Inside the Applications menu, click on the "Connect Application" button.
From the list of available applications, select Salesforce.
Enter your Salesforce account credentials.
Follow the authorization request to complete the process of connecting Ziflow and Salesforce.
Once this is done, you should see Salesforce integration on a connections list.
Setting up Salesforce automated flows
Once Ziflow and Salesforce are connected, you can set up automated flows to send information to Salesforce. Start by going to the Connect tab and clicking the Create Flow button in the upper right corner of the screen.
Select Ziflow as the Application and choose which Event (new proof/version, decision made, new comment/reply, comment resolved, comment labeled) you want to trigger the integration.
You will be presented with the event details page, which will vary depending on your selected event. There are nine different types of events:
New proof/version
Triggered by - select the type of request that will trigger the Zibot.
Created in - select the Ziflow folder that this flow will monitor.
Created by - select the user responsible for this flow activation.
Proof updated
Triggered by - select the type of request that will trigger the Zibot.
Modified in - select the Ziflow folder that this flow will monitor.
Decision made
Triggered by decision made - select what level decision needs to be made in order to activate the flow.
Type of decision - choose the type of decision that needs to be made in order to activate the flow.
Created in - select the Ziflow folder that will be monitored by this flow.
New comment/reply
Triggered by new comment / new reply - choose which option should activate the flow.
Made by - choose if a Zibot should be activated by a specific reviewer or by anyone that adds a comment/reply.
Created in - select the Ziflow folder that will be monitored by this flow.
Comment resolved
Created in - select the Ziflow folder that will be monitored by this flow.
Comment labeled
Comment is labeled as - select which label(s) should trigger a Zibot.
Created in - select the Ziflow folder that will be monitored by this flow.
Stage updated
Triggered by - select which type of the stage updated event should trigger the Zibot. There are three types of stage update events: reviewer added, reviewer removed, stage locked, and deadline changed.
Modified in - choose the Ziflow folder that this flow will monitor.
Stage started
Triggered by - select which type of the stage updated event should trigger the Zibot.
Modified in - choose the Ziflow folder that this flow will monitor.
Comment reaction
Triggered by - choose if you want to trigger a flow based on reactions added to comments or replies.
Comment reacted with - select what type of reaction should trigger a flow.
Created in - select the Ziflow folder that is going to be monitored by this flow.
Setting up Salesforce action
After saving the event flow triggers, choose a Salesforce Zibot action that will pass the information set in the previous step directly to Salesforce:
Use the following Zibots:
Find records - with this Zibot, you have the ability to search for various Salesforce objects within your account. All you need to do is choose the object and field you're interested in, then input the desired value. Once the matching record is found, you can proceed to make updates as necessary.
Update record field - this can be used for updating specific records in Salesforce. To update the record, you have the option of either locating it using the Find record Zibot (above) or manually entering the ID. Once you have made your decision, select the field that requires updating and choose the appropriate value.
And you're done! Ziflow will now send or update data in the user's designated Salesforce account.
Salesforce flow examples
Search for the Salesforce record and update its value.
1. Create a new flow with Ziflow as an application. The Decision made event trigger should be selected. I've chosen the Approved decision on a proof level in configuration. You may use a different configuration that works for your use case.
2. Add the Find records Zibot. For the SF object field, I selected the Task object. I want to update the Not Started property, which is a Status field.
3. In the next step, you must add the Update record field Zibot. Inside the Record ID field, please select a token containing the Salesforce task ID from a previous Zibot. I selected the Completed status as a new value in the last field.
4. Save the flow and check if the task status is updated after calculating the proof's final status.
