Zigaflow

Automations Explained

Follow these steps to create a job or sales order automatically when the status of a quotation is changed to accepted

Create an automation to create a Job / Sales Order automatically when a quotation is accepted (Basic)

Invoices can be automatically exported to Xero by Zigaflow

Create an Automation to Export Invoices to Xero

Invoices can be automatically exported to QuickBooks by Zigaflow

Create an Automation to Export Invoices to QuickBooks

This will send a mention to the person who has a task assigned to them, so they know they have a new task to look into.

Create an Automation to mention when a task is assigned

Move Quotations, Orders, etc, add tags, export to another system

Automations

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Create your workspace and invite the people you work with.

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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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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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