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How Zapier works

Zapier makes it easy to integrate Human in the Loop with Silverfin - no code necessary. See how you can get setup in minutes.

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Human in the Loop
Human in the Loop logo
Human in the Loop
1. Choose trigger event
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Silverfin
Silverfin logo
Silverfin
2. Choose action
Human in the Loop logo
1. Select the event
Setup
Test
Human in the Loop logo
Human in the Loop
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Approval Requested" from Human in the Loop.

Add your action

An action happens after the trigger—such as "Create Comment" in Silverfin.

You’re connected!

Zapier seamlessly connects Human in the Loop and Silverfin, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Explanation
    • Input fields
    Trigger
    Instant
    Try It
    • Approval request message
    • Content to review
      Required
    • Content keys
    • Approve button label
    • Decline button label
    • Action if reviewer declines
      Required
    • Let reviewer edit content?
      Required
    • Send request via
      Required
    • Reviewers
      Required
    • On timeout
      Required
    • TimeoutLimitExplanation
    • Timeout value
      Required
    • Timeout unit
      Required
    • Send reminder
      Required
    • Zap_id
    • Zap_step_id
    • Zap_run_id
    • Zap_path_run_id
    Action
    Write
    • Company
      Required
    Trigger
    Polling
    Try It
    • Company
      Required
    • Period
      Required
    Trigger
    Polling
    Try It
    • Data collection message
    • Data inputs
      Required
    • Send request via
      Required
    • Reviewers
      Required
    • On timeout
      Required
    • TimeoutLimitExplanation
    • Timeout value
      Required
    • Timeout unit
      Required
    • Send reminder
      Required
    • Zap_id
    • Zap_step_id
    • Zap_run_id
    • Zap_path_run_id
    Action
    Write
    • Company
      Required
    Trigger
    Polling
    Try It
    • Company
      Required
    • Period
      Required
    Trigger
    Polling
    Try It
  • Silverfin triggers, actions, and search
    New Export File Template

    Triggers when a new export file template is created.

    Trigger
    Polling
    Try It

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Human in the Loop and Silverfin to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your Human in the Loop to Silverfin integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.
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About Human in the Loop
Human in the Loop is a native way complete a manual action during a Zap run.
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Related categories
AI Assistants
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About Silverfin
Silverfin is a cloud platform that helps accountancy firms prepare and complete working papers, financial statements, corporation tax and management reports.
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Related categories
Accounting

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