invoice automation
Sync Type:   Zapier
Integration Type:  Cloud Link

Zapier & Microsoft Flow

These integrations are event driven. This could be a new vendor being recorded in Zahara or in a supported accounts or CRM system. It could be a new purchase order created or invoice recorded in Zahara that you want to record in SalesForce. All you need to do is create a Zap in Zapier or the equivalent in Microsoft Flow that listens for events and then instantly connect the data together. Zapier & Flow are easy to use, and often Free to start with (some integrations require a paid for account). This integration opens up numerous possibilities for supporting cloud-based applications.

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Microsoft Power Automate

Microsoft Power Automate allows you to connect Zahara up to a range of other applications and create event driven behaviors. Zahara’s connector requires a premium subscription to Power Automate – often included in your Office 365 subscription. Zahara supports a number of event triggers allowing you to create additional work flows outside of the Zahara application. The key thing here is to push data from Zahara over to other applications and where connectors don’t exist, encourage your application vendor to write them. The main “off the shelf” connector will be into Office 365 applications, such as generating emails using O365 or messages in Teams.

Zahara triggers include:

  • New supplier added
  • Supplier edited
  • New Cost / Tax / Nominal code / Project Added
  • New Document Approved
  • New approval comment
  • New Invoice
  • New invoice set to Exported
  • New Purchase Order
  • New invoice PDF added
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Better Invoice Approvals for Zapier & Flow

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Our key features are:

Purchase Orders

Know your costs before you commit to spending.

Deliveries & Receipting

Full audit trail so you have total visibility of what’s been delivered and receipted.

Approval Workflows

Infinitely customisable workflows so you can be ready for every scenario.

AI Invoice Processing

Pay your invoices 9 times faster using our specialised OCR.

Supplier Payments

Make secure payments in-app to avoid the faff of online banking.

Reporting & Analytics

With a complete audit trail and GRNs you’ll know if there are any hold ups.
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FAQs:

Is Zapier Free?

No but the pricing is very affordable based on your volume of connections and actions.

Invoice Approval Workflow Image 2