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Create Efficiencies Between Your Back-Office Tools with zlien Integrations

Posted by Sarah Toulmin

8/21/18 9:00 AM

Chances are, zlien is one of a dozen or more tools you use in your job. Your project information may live in three different systems; your financials may live in another place entirely. We know this, and that's why we've rolled out easy-to-use integrations with other leading construction and accounting systems to help you work smarter, not harder, in your day-to-day workflows.

How to create efficiencies between your back-office systems

When you're implementing technologies to drive back-office work at your company, always be on the lookout for ways to integrate information between multiple systems. This will save you from having to enter or update the same data multiple times in separate databases. Many integrations also allow you to complete a task in one system and initiate the next step in your workflow in another system at the same time.

Do you use any of these tools below? If so, consider integrating your accounts with zlien today.

procore

zlien's integration with Procore allows you to exchange project information between the two systems and automate the waiver request process to your subs. Tutorial: How to Sync Procore and zlien

Sync Project Info and Contact Lists

All project information, including project contacts, will automatically sync from Procore to zlien. Any updates made in Procore will automatically update in  zlien too.

Automate Your Lien Waiver Requests

When you approve a subcontractor or vendor requisition in Procore, zlien can automatically email a lien waiver request to that party, already filled out with all the information from the requisition. The sub or supplier simply has to electronically sign the document and click "Done" to return the signed waiver to your zlien and Procore accounts.

Simplify Your File Storage in Both Systems

zlien's Inbox tool allows you to easily store preliminary notices, Notices of Commencement, and other lien rights documentation in one cloud-based system. Any documents collected through your zlien Inbox will also automatically be stored to the project in Procore.

quickbooks

zlien's integration with QuickBooks Online and QuickBooks Desktop allow you to sync financial and project information between your accounts, update financial info in zlien in real time, and track deadlines based on invoice dates. Tutorial: Sync QuickBooks Online and zlien or Tutorial: Sync QuickBooks Desktop and zlien

Make Better, Faster Decisions in zlien

Save yourself from opening multiple tabs and cross-checking between your QuickBooks account and zlien before ordering a document. With our QuickBooks integration, you only have to look in one system and find everything you need.

Automate Confidently Knowing Your Documents Are Accurate

No more manually entering financial amounts on documents you exchange through zlien or manually marking projects as paid. With this integration, all payment records updated in QuickBooks will automatically update in zlien.

Not only does this eliminate human error and ensure your zlien documents are accurate, but it allows you to automate other things in zlien, like the sending of notices through the Queue.

Eliminate Data Entry and Track Deadlines Better

Projects in QuickBooks can be automatically added to zlien, so you don't have to manually enter project info in two systems. You can use your invoice dates to calculate lien rights deadlines in zlien.

Redteam

 zlien's integration with RedTeam allows you to sync project information between your accounts and initiate lien waiver requests through zlien without leaving the RedTeam app. Tutorial: Sync RedTeam and zlien

Native Experience in RedTeam

Simply click the button in RedTeam to generate a zlien lien waiver request to your subcontractor or supplier, without ever leaving the RedTeam app! Any signed waivers received back into zlien will also update in RedTeam. Tutorial: How to Request Lien Waivers through zlien from RedTeam

Eliminate Double Data Entry

All the project, contact, and waiver information from RedTeam will automatically sync over to zlien so you don't have to enter it twice into two systems.

coming soon: Sage 100, sage 300, and more!

Our Product team is always building new integrations with other systems. If you're interested in what's coming soon, subscribe to this blog to get email updates on product releases. You can also reach out to your account manager to make sure you're the first in line to turn on new integrations with other tools you use!

Topics: Product Releases, Best Practices, partnerships