Zapflow

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

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Information about Zapflow integration with Outlook

Outlook integration

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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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.

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

Prototype invite-team answer

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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