Event driven integrations with Microsoft Flow & Zapier

Zapier & Microsoft Flow allow fast and easy integrations with numerous applications.

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.

Read the article on how to connect to Zahara’s Invoice Inbox here

Some of the connections you can create with Zahara

  • Monitor your Office 365 / Gmail account and record draft supplier invoices in Zahara's Invoice Inbox
  • Record new purchase orders against a supplier in SalesForce
  • Record a new invoice against a supplier in SalesForce
  • Send a Slack message when a document is approved
  • Create integrations with Zoho CRM
  • Create integrations with Microsoft Dynamics CRM

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Microsoft Flow

Microsoft Flow 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 Flow - 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 date 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.
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
invoice automation

Existing Microsoft Flow Connectors

  • Salesforce
  • Capsule CRM
  • Freshbooks
  • Office 365 - Email
  • Oracle Database
  • Dynamics 365
  • SQL Server
  • FTP / SFTP
  • DropBox / OneDrive

Pricing

Cloud-based Purchasing Management

Zapier, Flow & Zahara allow integrations with CRM, Accounts & Email

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