September updates are here! We’ve added a new connection and features, let’s walk through what’s new.

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New Features

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New Connections

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ZIP HQ Connection

Description The ZIP HQ Connection provides secure access to the Zip HQ Procurement platform, enabling core finance and procurement operations like creating purchase orders, managing invoices, and handling vendor and user details. Purpose This connection’s primary purpose is to automate routine procurement workflows, ensuring consistent data handling and providing organizations with full visibility and control over all purchasing and financial activities. To learn more about the ZIP HQ connection, click here.

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Notification Rules

A New Way to Control Your Workflows! You can now receive email alerts for workflow issues. These rules give you greater control over detecting and resolving errors quickly and easily.

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Activity Limit Reached

Description When your account consumes its full monthly activity allowance, the system automatically sends an email notification to designated recipients and blocks all processes from further execution. Purpose This rule ensures you receive immediate notification about service blocking and provides clear upgrade options to continue operations. To learn more about the Activity Limit Reached, click here.

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Activity Limit Warning

Description When your account reaches a configured percentage of its monthly activity allowance, the system sends an early warning email to the designated recipients before the limit is fully reached. Purpose This rule provides advance notice of approaching usage limits, allowing you to proactively upgrade your account or optimize usage before processes are automatically blocked. To learn more about the Activity Limit Warning, click here.

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Workflow Blocked

Description When a workflow reaches the configured limit of consecutive failures, the system automatically sends an email notification to the chosen recipients and blocks the workflow from further execution. Purpose This rule prevents workflows from endlessly failing without notice. It ensures recurring problems are surfaced quickly, allowing you to investigate and resolve the issue before resuming execution. To learn more about the Workflow Blocked, click here.

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Workflow Error

Description Whenever a workflow fails, the system sends email notifications with error details to the selected recipients, according to the configured notification period. Unlike the Workflow Blocked rule, the workflow continues to run without being stopped. Purpose This rule helps you identify and respond to issues as they happen while ensuring workflows keep running, minimizing downtime and keeping operations uninterrupted. To learn more about the Workflow Error, click here.

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New Column Type: Files

Description The new Files column enables users to attach, preview, and manage files directly within a record. It supports multiple file types, workflow integration, and admin- or column-level restrictions for secure file handling. Purpose This feature makes it easier to keep all related files like reports, images, or contracts in one place, directly within each record. It helps teams stay organized, saves time searching for documents, and keeps everything relevant in context. To learn more about Files column, click here.