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Document Workflow Automation

Use this topic to ask questions anything related to Document Workflows. For example: - Document Generation Workflows - Document Lifecycle Management Workflows - Document Approval Workflows

API triggered flow

Hello, another question for you. I’m trying to work with an API triggered flow. How can I set variable values from my http POST request ?

Start a workflow “ondemand” with the ondemand trigger

You can start a workflow “ondemand” with the ondemand trigger. is there a way so that i can connect the ondemand trigger to a button (or so) an a google site?

Videos tutorials look different to what I see on the zenphi website

Hello! I am trying to figure out how to use Zenphi, and am watching YouTube videos and realized my platform looks different from what I am seeing everyone else’s being, so there are certain steps I can’t do along with them.

Issues with the List Command

Hello there I still have issues with List command it returns an empty list is this a known bug or am I dong something wrong? Also, “Append Row” would not ket me add more than one column to a Sheet that is yet to be created. Is there a workaround?

Which action creates a google form?

Hi there. Which action creates a google form that a user needs to fill out?

Where can I find the template flow: new email

Hi, Where can I find the template flow: new email?

Google Drive “Save File” action

In the Google Drive “Save File” action, what information is expected in the “File” field? Maybe more specifically, what information from the “Google Drive File Add” trigger should be supplied to that field? I am attempting to move a Google drive file from one folder to another.\\ I was hoping to use the “Save File” action. That way we can preserve the entire document revision history. I have a switch statement branching from a Request Data form. and the first action in the switch statement branch should be to save the file to the right folder.

What is zenphi used for?

Hi, I need more understanding. What is zenphi used for?

Create a contract approval route

Hi, I’d like to create a contract approval route. Can you help me?