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

Learn what the Zapflow Outlook add-in does and how to find your way around it.

Getting started with the Zapflow Outlook add-in

Learn how to view, add, and log activity for the people on your emails.

Using the Contacts tab in the Outlook add-in

Learn how to view opportunities, link emails and attachments, and create new opportunities from Outlook.

Using the Opportunities tab in the Outlook add-in

Learn how to view, filter, complete, and create tasks from Outlook.

Using the Tasks tab in the 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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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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.

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

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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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