Connect Joiin and AI by Zapier to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Joiin with AI by Zapier - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Custom Report Updated" from Joiin.

Add your action

An action happens after the trigger—such as "Extract Content From URL (Beta)" in AI by Zapier.

You’re connected!

Zapier seamlessly connects Joiin and AI by Zapier, 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.

- Custom Report
  Required
- Companies
  Required
- Currency
  Required
- Year (YYYY)
  Required
- CSV File output
Trigger
Polling
Try It
- Items
Action
Write
- Companies
  Required
- Currency
  Required
- Year (YYYY)
  Required
- CSV File output
Action
Search
- Provider
  Required
- Authentication
  Required
- Model
  Required
- Prompt
  Required
- Input fields
- Knowledge Sources
- Output fields
- Return as an array of objects?
Action
Write

- Companies
  Required
- Currency
  Required
- Year (YYYY)
  Required
- CSV File output
Trigger
Polling
Try It
- Custom Report
  Required
- Companies
  Required
- Currency
  Required
- Year (YYYY)
  Required
- CSV File output
Action
Search
- URL to Extract Content From
  Required
Action
Write
- URLs to Search Across
  Required
- What to Search For
  Required
- Number of Results
Action
Write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

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 Joiin and AI by Zapier 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.

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.

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.

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.

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.

Learn how to automate AI by Zapier on the Zapier blog

Make work flow with AI

Level up your Joiin to AI by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Joiin

Joiin is a financial consolidation and reporting platform that simplifies multi-entity accounting.

HelpHelp

Related categories

Accounting

About AI by Zapier

Smart task and text handling powered by a flexible AI. Create text prompts to perform standard tasks like extracting lead (or other) data or answer discrete questions like "where should this message be routed?". Or, create your own!