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Integrations & Automation FAQ
Read more about frequently asked questions regarding Ziflow integrations.
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How Do I Connect Ziflow With NetSuite?
Summary: The Ziflow integration with Oracle NetSuite makes connecting your proofs to your CRM/ERP activity easy. Using the NetSuite Zibot, you can trigger proof review and ap...
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How Do I Connect Ziflow With Basecamp?
Summary: Once you’ve connected your cloud storage service (Dropbox or Google Drive) you can connect Ziflow to Basecamp. Basecamp Zibots can automatically perform actions in B...
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How Do I Connect Ziflow With Slack?
Summary: Once you’ve connected your cloud storage service (Dropbox or Google Drive), you can connect Ziflow to Slack. Slack Zibots can automatically perform actions in Slack ...
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How Do I Connect Ziflow With Dropbox Business?
Summary: Connecting to Dropbox Business allows you to automate workflows using files located in your Dropbox. Once you are connected to Dropbox, you can use our Zibots to cre...
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How Do I Connect Ziflow With Dropbox Personal?
Summary: Connecting to Dropbox Personal allows you to automate workflows using files located in your Dropbox. Once you are connected to Dropbox, you can use our Zibots to cre...
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How Do I Connect Ziflow With Google Drive?
Summary: Connecting to Google Drive allows you to automate workflows using files in your Google Drive. Once you are connected to Google Drive, you can use our Zibots to creat...
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How Can I Use JSONPath in Webhook & Intake Form Zibots?
The Webhook and Intake Form Zibot fields can contain data values from previous Zibots and the starting event. All open text fields in webhook settings support JSONPath syntax...
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What Are Tokens & How Are They Used?
Summary: Throughout the Ziflow application, you have the opportunity to use Tokens. Tokens are small pieces of code that allow you to extract variable information about a fil...
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How Do I Trigger a Stage Based on Another Stage's Decision Status?
Summary: We allow building proof workflows where you can start a particular proof stage if other multiple proof stages met established decision criteria. This article will ou...
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Integrating with Zapier
Summary: Zapier allows for building integrations between Ziflow and different third-party online applications. These automated tasks may work in two ways: When something ...
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Ziflow Webhook Tokens & Flow Responses
Summary: In this article, we will guide you on creating & using Ziflow tokens that can be utilized for developing integrations between Ziflow and other platforms. The insight...
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Useful Ziflow webhooks and JsonPath examples
Many Ziflow customers use Ziflow API & webhooks to integrate with internal or third-party services. This document provides common JsonPath variables and webhooks. Webhook...
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How do you enable application fields for your Ziflow integrations?
To enable integration fields at the proof level, please navigate to the connection settings under selected integration and activate them by selecting the Show option. Enabli...
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How do you automatically add a form submitter to a proof created via the intake form?
This is a common use case where a form submitter wants to be added automatically to the proof without requiring the proof owner/manager to add them. Here's what you need to...