Zip and Salesflare

How to connect Zip

What you can automate

  • When updated Vendor in Zip, find or create account in Salesflare.

About Zip

Zip is a procurement platform that streamlines business purchasing by automating approvals and integrating with finance systems.

Zip operations on Zapier

Triggers (1)

Start a workflow when this happens

  • Updated Vendor — Triggers when a vendor has been updated.

Actions (4)

Things Salesflare can make it do

  • Create Comment — Creates a new comment with dynamic field support based on comment type
  • Update Purchase Request — Updates a purchase request with line-item support
  • Update Vendor — Updates a vendor with the provided fields
  • Upload Document — Uploads a Document to a Purchase Request

Searches (6)

Look up existing records

  • Find Agreement — Finds agreements based on search criteria.
  • Find Approval — Finds approvals based on search criteria.
  • Find Document by ID — Finds a document based on ID.
  • Find Request — Finds requests based on search criteria.
  • Find User — Finds a user.
Show 1 more searches
  • Find Vendor — Finds Vendors.

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