Zapflow

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Presents the different integrations there are available with the Zapflow API and possible to integrate to the Zapflow application

Integrations

This article outlines how you get started with Zapflow Outlook Add-in, how to install the Add-in as well as how to link the Add-in and Zapflow.

How to connect Outlook Add-in

This article outlines the functionality of the Zapflow Outlook Add-in.

How to use Outlook Add-in

Information about Zapflow integration with Outlook

Outlook integration

This article outlines the steps to connect your Zapflow account with your Docusign account. This allows you to use E-signing capabilities inside of Zapflow using Docusign.

Zapflow x Docusign integration manual

Docusign integration

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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