Zapier, ready to run.
The Zapier integration is a division of labor. Zapier moves the work between your tools, which it is very good at. Floowed runs the case around it: it reads what arrives, chases what is missing and applies your rules, which a Zap was never built to do.
What it does.
What Floowed reads from Zapier
- Whatever a Zap sends in, as the start of a case
- Documents and links carried on the payload
- Fields from any app in your Zapier account, carried in by the Zap
What it writes back
- The decision and its reasoning, back to the Zap
- The outcome, on to any app your Zap continues into
- A callback when a case that was waiting finally clears
Zapier is a bridge rather than a system of record, so there is nothing of yours to sync back from it: the records stay in the apps your Zaps connect. Webhooks by Zapier is not available on Zapier's Free plan, so this needs a paid Zapier plan.
A new customer handover, from closed deal to live account.
- Gather
A deal closes in HubSpot and your Zap posts it to Floowed, with a link to the signed order form in DocuSign. The case opens.
- Interpret
We read the signed agreement and set its terms, billing contact and start date against what the deal says.
- Chase
The customer's billing details and tax form are missing, so we ask their contact by email and follow up until they arrive.
- Decide
Your handover rules run in the deterministic policy engine: terms match, payment terms within policy. A mismatch goes to the finance lead to decide.
- Act
We create the customer in Xero, then call the Catch Hook so your next Zap opens the onboarding project in Asana.
Used in the same case
The connection, in detail.
How it connects.
- 1
Connect Zapier
Using webhooks, in both directions. Nothing migrates and nothing is replaced.
- 2
Build your operation
Describe it in Slack, Teams or the Floowed Dashboard. Floowed builds it and asks only what it can’t work out.
- 3
Let it run
Every case runs from request to outcome, the same way each time, with the reasons on record. Anything sensitive waits for a person.
Questions
Does Floowed integrate with Zapier?
Yes, over webhooks in both directions. A Zap can start a case in Floowed, and Floowed hands the outcome back for a Zap to act on. Webhooks by Zapier is not on Zapier's Free plan, so this needs a paid Zapier plan.
How does the Zapier integration connect?
Your Zap posts to a Floowed endpoint to start a case. A case can wait days for a document, so Floowed calls a Catch Hook URL when the decision is made and a second Zap picks it up. Zapier's Human in the Loop pauses a Zap for a person to review, not for another system to answer, so this is two Zaps rather than one.
Why not just build the logic in Zapier?
Zaps route well. They don't read a photographed certificate, chase the document that never arrived, or keep a version history of the rules that decided. That is the part we do.
Do I have to replace my Zaps?
No. They keep doing what they do. Floowed runs the case in the middle and hands the outcome back to them.
Is data sent through Zapier secure?
Anything crossing Zapier is subject to Zapier's own handling, so we don't route sensitive documents through it. Send us a reference and we fetch the file from the system that holds it.
What does the Zapier integration cost?
Nothing extra. Integrations are included, and you pay for the work Floowed does on a case. Start free with $80 of credits, no card and no sales call. Zapier bills your task usage separately.
Start with Zapier. Add the rest.
Free to try, no card, no sales call. Your first $80 of credits is on us.