Cflow Zapier integrationAutomate Cflow with Zapier.
The Cflow Zapier integration gives you 2 triggers and 2 actions, with no search step. Both triggers are instant, so a new request or a stage change reaches Zapier straight away, even on the free plan. Here is what each one does, what it costs and where it trips.
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What the Cflow Zapier integration actually does
Cflow is cloud workflow software: you design business applications made of processes and stages, and requests travel through them. Hooking it to Zapier works in both directions. Cflow tells another app the moment a request appears or reaches a stage, and another app can open a request in Cflow without anyone retyping it.
Three outcomes cover most real setups. First, a heads-up when work lands: New Request fires as soon as someone files a request in a workflow, and the next step can post it to your team chat or log it in a spreadsheet. Second, a hand-off at the right moment: Request Reaches a Process Stage waits for one specific stage, say finance sign-off, and only then pushes the request to the next tool. Third, requests that open themselves: a form, a CRM deal or a ticket elsewhere becomes a Cflow request through Create a Request and Submit, or a parked draft through Create a Draft Request.
Now the honest part. Zapier offers no search for Cflow, so a Zap cannot look up an existing request, read its status or update it. It cannot approve, reject or close one either. Everything starts with a new request or a stage, and everything ends with a new request. If your plan relies on editing what already sits in Cflow, this connector will not get you there.
Same app, other tool: the Cflow Make integration page covers the Make side, and Make vs Zapier lays out how the two differ.
Zapier words in one minute
Seven Zapier words, defined once here and then used without a reminder. If you already build Zaps, skip straight to the cost.
- Zap
- One automation on Zapier. It opens with a single trigger and carries on with one or more actions, every time the trigger event shows up.
- Trigger
- The event that starts the Zap. For Cflow, that is a request being filed, or a request arriving on a stage you picked.
- Action
- The work the Zap does once started. The two Cflow actions both create a request: one submits it, the other parks it as a draft.
- Task
- What Zapier counts and bills: one action that finished without error. Your monthly allowance is a number of these.
- Polling vs instant
- Polling: Zapier asks the app for news on a timer. Instant: the app calls Zapier itself when the event happens. Both Cflow triggers are instant.
- Filter
- A checkpoint between steps. The request goes on only if it meets the rule you wrote; if not, the run ends there and nothing else happens.
- Connection
- The link between your Cflow login and Zapier. You set it up once, and each Cflow step in any Zap picks it from a list.
What a Cflow Zap really costs
Good news first: Zapier does not class Cflow as a premium app, so a free account can use it. What you pay for is tasks, and tasks only come from actions.
- Premium appNo, free plan works
- Free plan100 tasks a month, two-step Zaps
- Trigger costZero tasks
- Cflow triggers2 instant, 0 polling
Requests arriving in Cflow cost nothing by themselves: the trigger is free, however busy the workflow gets. The meter runs on actions that succeed, one task each. Submit a request and post a chat message in the same Zap, and every run costs two. A failed action is not billed. The free plan allows 100 tasks a month and as many Zaps as you like, but each Zap stops at two steps. A filter or a second action turns it into a multi-step Zap, which means a paid plan. The polling grid below is there for reference only: neither Cflow trigger polls.
Connect Cflow to Zapier in 3 steps
- 01
Open your connections
In your Zapier account, go to the Apps page and click + Add connection. You need an existing Cflow account first, with access to the workflows the Zap will touch.
- 02
Pick Cflow
Type Cflow in the search box of the dialog, select it from the results, then click Add connection. A new browser tab opens on the Cflow side so you can sign in.
- 03
Sign in and allow access
Log in to Cflow in that tab and grant Zapier access to the account. The connection now shows up in your list, and every Cflow step you add later can reuse it.
Your first Cflow Zap, step by step
GoalWhen a request reaches the purchasing stage of one workflow, open a matching draft in another process, but only for requests that meet a rule you set.
- 01
Create the Zap
Start a new Zap and choose Cflow as the app that starts it, with
Request Reaches a Process Stageas the event. Pick the connection you made earlier. - 02
Set the trigger
Select the workflow, then the stage to watch. Both fields are required, and the Zap ignores every other stage of that workflow.
- 03
Test the trigger
Run the test. Zapier brings back the three most recent requests from the connected account, so you map the next steps on a real one instead of a guess.
- 04
Add the filter
Add a Filter step from the plus icon and set the field, the rule and the value. Mind the rule type: a text rule on a number field never passes. This makes the Zap multi-step, so a paid plan is needed.
- 05
Add the action
Add Cflow again with
Create a Draft Request. Choose the process stage and the initiator, then map the fields you need from the trigger. - 06
Test and publish
Test the action and check that the draft appears in Cflow. Then click Publish to switch the Zap on. Only requests reaching the stage after that moment will run it.
Cflow triggers on Zapier
2 events start a Zap when something happens in Cflow, and 2 of them are instant: the app calls Zapier straight away, whatever your plan.
New Request
Instant triggerIn Zapier“Triggers when a new request is created in a workflow.”
Every time somebody files a fresh request inside the Cflow workflow you pick, this trigger passes it to Zapier. It is the wider net of the two: any new request counts, wherever it goes next in the process.
Request Reaches a Process Stage
Instant triggerIn Zapier“Triggers when a new request reaches a process stage in a workflow.”
This one stays quiet until a request lands on the exact stage you name, then passes it on. Requests sitting on earlier or later stages never reach it, which makes it the trigger for hand-offs that belong to one precise moment of the process.
Cflow actions on Zapier
Cflow gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
Create a Draft Request
ActionIn Zapier“Creates a new request in the selected process, populates the fields and saves it as a draft. This also emails the process initiators that a new draft request is waiting to be submitted.”
Opens a new request in the process you choose, fills in the fields from earlier steps and leaves it as a draft. Cflow also emails the initiators of that process to say a draft is waiting.
Create a Request and Submit
ActionIn Zapier“Creates a new request in the selected process, populates the fields and submits it for processing. All field validations and rules are evaluated and the request may move to next stage based on the rule conditions. Also triggers the necessary email notifications.”
Goes one step further than the draft: the request is created, filled and submitted in one go. Cflow then evaluates its own field validations and rules, may move the request to its next stage and sends the usual notifications.
When a Cflow Zap breaks
Zapier attaches no help article to Cflow and lists no limit of its own for it. What can go wrong is therefore the generic Zapier behaviour, seen through Cflow requests.
Three traps, all silent: the Zap stays switched on and looks fine while it misses requests or spends tasks. If a run still puzzles you, the Zapier troubleshooting page goes through the usual checks.
The backlog stays in Cflow
Requests filed before you published the Zap never reach it. Only new requests and new stage arrivals count; moving the old ones is a separate job.A Zap that feeds itself
Watch New Request on a workflow and create a request in that same workflow, and each run starts the next one. The task count drains fast.Bulk imports get held back
If a migration drops a large batch of requests at once, Zapier's flood protection can hold the trigger back instead of running every one.
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