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Overview

Actions in Z360 allow you to automate workflows and connect third-party services, helping streamline processes and improve team productivity. This tutorial demonstrates how to create actions, configure their settings, and link a wide variety of external integrations to enhance your workflow. By the end of this guide, you’ll know how to add actions, set up API endpoints, and integrate popular third-party tools like Google services, QuickBooks, ClickUp, and more.

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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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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

Z360 allows you to seamlessly connect over 40 different third-party services to automate tasks and improve team collaboration. By linking external tools directly to your workflows, you can:
  • 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.