Magnetic +
Ziflow
Integrate with Ziflow and streamline your workflow by enabling easy access to proofs, task linking, and collaboration directly within Magnetic
ZiFlow is a online proofing platform that can be integrated with Magnetic. This will allow you to seamlessly view proofs, review assets & collaborate easily to streamline your workflow processes.
To set up a ZiFlow integration, follow these steps:
- Navigate to Company Settings>Integrations
- Add your ZiFlow Domain (This will be the URL of your ZiFlow instance)
- Check the Activate icon
- Navigate to Personal Settings
- Add your ZiFlow API key in the space provided. (You can retrieve your API key from your ZiFlow profile settings)
NOTE: Each of your users will need to add their ZiFlow API key to Magnetic to use the integrated ZiFlow functionality.
Once you've successfully integrated, various ZiFlow options will be visible to you in Magnetic:
- a "ZiFlow" tab will become available on jobs
- You will be able to link the job to a new ZiFlow folder or link to an existing one.
- You will be able to link the job to a new ZiFlow folder or link to an existing one.
- Once a folder is linked, it will display information regarding your linked ZiFlow folder, tasks, reviewers and proof owners as well as any unlinked proofs within the folder.
- Once a folder is linked, it will display information regarding your linked ZiFlow folder, tasks, reviewers and proof owners as well as any unlinked proofs within the folder.
- Task list views will display an ZiFlow icon if there's a proof associated to it.
- Creating a new proofs or linking existing proofs to a task:
- Add a task, then from your task list view, click to edit it
- Choose from existing proof within the linked ZiFlow folder or create a new proof
- Add your details of your new proof
- Add your details of your new proof
- Once the proof is created, it will be available to view in your ZiFlow instance
- Once the proof is created, it will be available to view in your ZiFlow instance
- Linked proofs will displays under the "ZiFlow" section when editing a task.
Click on "View Proof" to be redirected to ZiFlow and view the proof.
- My Hub will display your ZiFlow proofs
Click on "Open" to be redirected to ZiFlow and view the proof.
If you need help with ZiFlow features and functionality, we recommend you check out their help center here https://help.ziflow.com/en/
| Field Name | Required | Description |
|---|---|---|
| companyId | Yes | Find your company ID from within your account here |
| ownerEmail | No | Email address of the user who will own the opportunity. If left out the opportunity will be left unassigned. |
| fullName | No | Full name or first name of lead |
| Required if no fullName provided | Email of lead | |
| company | No | Company name of the lead. If left out we will try add the user to the appropriate company or the Private company |
| opportunityName | No | Name of the opportunity. If left out we will use "Web Lead - fullName" or "Web Lead - email" if we don't have a fullName. |
| createOpportunity | No | Set to "true" if you want to create an opportunity |
| mobile | No | Mobile number of lead |
| landline | No | Landline number of lead |
| comment | No | A comment will be made on the opportunity. Use this to capture a message from the customer on what they are interested in. |
| followupDays | No | If present a followup will be set due in x days time |
| tagsOpportunity | No | Comma separated list of tags on the opportunity |
| tagsContact | No | Comma separated list of tags on the contact |
| redirectUrl | Yes | The URL to redirect the user back to on your site to say thank you. |
More integrations
Magnetic is an all-in-one workflow management platform designed and built for professional services firms.
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