Ziif and Salesflare
How to connect Ziif
- Via Zapier — 9 operations available. Set it up ↗
What you can automate
- When new Client in Ziif, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Client Project in Ziif, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Flow Card in Ziif, create task in Salesflare.
- When new Task in Salesflare, new Flow Card in Ziif.
About Ziif
Ziif is a platform for managing CRM data tasks, form builder, chatbot, and AI assistant features
Ziif operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Client — Triggers when a new client is created.
- New Client Project — Triggers when a new client project is created.
- New Flow Card — Triggers when a new flow card is created.
- New Record — Triggers when a new record is created.
Actions (4)
Things Salesflare can make it do
- Create Client — Creates a New Client in the Brexa System.
- Create Project — Creates a New Client Project in the Brexa System.
- Create Record Object — Creates when a New Record Object is created.
- New Flow Card — Creates when a new flow card is created.
Searches (1)
Look up existing records
- Find Record — Finds a Record in the system
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