Add and Configure Actions in Z360

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Overview

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Create a New Action

• Open Actions Menu
  Click the Actions menu from your Z360 dashboard to begin configuring a new action.
• Select Add Action
  Click Add Action to start the process of creating a new workflow action.

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Configure Action Details

• Enter Action Name
  Provide a name for the action that clearly describes its purpose.
• Access Action Description
  Click on the Action Description field to add a detailed description of what the action will do.

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Configure API Endpoint

• Open Endpoint Configuration
  Click here to proceed to the Endpoint Configuration section where you will define the API connection details.
• Select Endpoint Field
  In the Enter endpoint here field, specify the API endpoint URL for the third-party service you are connecting to.

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Set Up Action Arguments

• Open Argument Settings
  Click here to configure arguments required for the action.
• Select New Argument
  Click New to create a new argument for the action.
• Open Argument Details
  Click on the newly created argument to configure additional settings.
• Access Argument Description
  Click Argument Description to define the purpose of the argument in the action.
• Open Additional Settings
  Click Additional Settings to configure further options for the argument.

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Add Headers for API Integration

• Select Header Key Field
  Click Key to specify the header key for the API request.
• Enter Authorization Key
  Enter the Authorization Key or token required for the API request.
• Select Header Value Field
  Click Value to enter the corresponding value for the header key.
• Open Another Header Key
  Click here to add another header key if needed.
• Select Header Key and Value
  Repeat the process for any additional header keys and values needed for the API connection.

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Finalize and Create the Action

• Create the Action
  Once all the details are entered, click Create Action to save your new action configuration.

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Review and Edit Actions

• View Existing Actions
  Click View Actions to see a list of actions you’ve already configured.
• Edit an Action
  Click Edit to modify the settings of an existing action.

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Configure Custom MCP (Model Context Protocol)

• Access MCP Configuration From the Actions page, click the Add Action dropdown menu and select Configure MCP to begin setting up a custom MCP server.
  • Enter MCP Details
  • MCP Name: Provide a descriptive name for your MCP configuration
  • Server URL: Enter the URL of your MCP server
  • Protocol: Select the appropriate protocol (e.g., streamable_http)
• Configure Headers Click the + button under Headers to add authentication headers or other required parameters for your MCP server connection.
• Fetch Available Tools Click Fetch Tools to retrieve the list of available tools from your MCP server.
• Complete Configuration Click Configure MCP to save your custom MCP integration.
• View MCP Actions Once configured, your custom MCP will appear in the Actions list with an “MCP” badge. Click View Actions to see the available tools and capabilities provided by the MCP server.
• Manage MCP Configuration You can view MCP details, available tools, and remove the configuration if needed by accessing the MCP card from your Actions dashboard.

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  Integrate External Services

• Open Integrations Menu
  Click Integrations to manage connections with external services.
• Add New Integration
  Click + Integrate to begin adding a new external integration. Z360 offers access to 40+ third-party tools such as:
• Google Services (Gmail, Google Calendar, Google Drive, etc.)
• QuickBooks for accounting and invoicing
• ClickUp for project management
• Trello for task management
• Slack for team communication
• Salesforce for CRM
• Zendesk for customer service
• HubSpot for marketing automation
• Stripe for payment processing
• Zapier to connect over 2,000 apps and automate workflows
• Facebook Ads, Instagram, and more for social media integrations

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Benefits of Integrated Actions

• Automate data transfer: Sync data between tools like Google Sheets, QuickBooks, and ClickUp automatically.
• Trigger actions: Set up actions in Z360 that automatically trigger based on activities in external apps, such as creating a new task in Trello when a sales inquiry is submitted.
• Centralize communication: Integrate Slack or Zendesk to manage team communications and support tickets within Z360, ensuring no customer request goes unnoticed.
• Increase productivity: Automate repetitive tasks like sending out emails with Mailchimp, updating CRM records in Salesforce, or scheduling meetings through Google Calendar.

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Manage Integrated Actions

• View Actions Post-Integration
  Once the integration is set up, click View Actions to review the actions linked to the external service. You’ll see a list of all integrated tools and the actions that have been configured.
• Remove Integrated Actions
  If you no longer need an integration, you can easily remove integrated actions. Click Delete or Disconnect to stop syncing data with the third-party service.

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Tips

• Integrate Essential Tools: Make sure to link tools that are critical to your workflow (e.g., CRM, project management, and communication tools) to centralize your work in Z360.
• Test Integrations: After setting up integrations, test to ensure that data is syncing properly between Z360 and external services.
• Use Zapier for More Connections (Invite only): With Zapier, you can connect Z360 to even more apps, automating complex workflows without needing code.
• Monitor Active Integrations: Regularly review your integrations to ensure they are active and functioning as expected.