We’re thrilled to share Zenphi latest product updates for August 2024: new actions for Google Directory, updates for QuickBooks Integrations and more! Let’s walk you through the exciting enhancements and bug fixes we’ve implemented to make your experience even better.
Google Directory Actions: Manage Organizational Units
Create Organizational Unit
In August, we have added numerous actions that allow you to manage Organizational Units in Google Workspace as a part of your user access control workflow or other crucial processes . An organizational unit (OU) is a group that an administrator can create in the Google Admin console to apply settings to a specific set of users. By default, all users are placed in the top-level (parent) organizational unit.
Creating a Google Directory Organizational Unit in Google Workspace enables you to effectively organize and manage users, devices, and settings within your organization. By establishing OUs, you can apply specific settings, configure role-bases access approvals in Google Workspace or on-demand access approvals and enhanced automated security controls tailored to different units or departments. For example, you can restrict access to certain applications for different teams.
Using ‘Create Organizational Unit’ Action, you can effortlessly create a new OU by specifying the desired name of the OU and the parent OU it should belong to , to be able to indicate the hierarchy. As a result you will have access to fields like the Organizational Unit Id which will allow you to access this new OU at any time.
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Update & Delete Organizational Unit
If you need to update an existing Organizational Unit (OU) instead of creating a new one, you can use our new ‘Update Organizational Unit‘ action. This action allows you to modify an OU by simply specifying the OU path or its unique ID, and then selecting the fields you wish to update. You can change details such as the Customer ID, the name of the OU, the parent OU, or even its description with ease.
Similarly, if your goal is to delete a specific Organizational Unit (OU), you can use the new ‘Delete Organizational Unit‘ action. By simply providing the Organizational Unit Path, you can delete an OU in seconds. For added precision, you can also specify the Customer ID, which helps distinguish your organization from others within Google’s systems. This feature makes it quick and easy to manage and maintain your organizational structure.
Watch this short tutorial on how to create and delete organizational units in your Google Directory using Zenphi.
Get And List Organizational Units
If you need to access a specific Organizational Unit (OU), you can use the “Get Organizational Unit” action. By providing the OU path and your unique Customer ID, you can access detailed information, such as the name of the OU, its parent OU, and much more. Keep a record of each OU’s path to easily retrieve its information whenever needed, all in a single step.
Alternatively, to see a roster of all sub-organizations or immediate children under a specific Customer ID or OU path, you can use the new ‘List Organizational Units’ action. This powerful action allows you to choose between listing all available OUs or only the child OUs under a specific parent. It makes it easy to keep track of all the Organizational Units that have been created within your organization.
Watch this quick tutorial on how to List and Get OUs in Google Directory using Zenphi.
Google Directory Actions: Manage Deleted Users
We have recently added two new actions that allow Google Admins to manage deleted users. Have you ever accidentally deleted a user from your Google Directory that you shouldn’t have? Or perhaps a user who went through the offboarding process and had access revoked now is returning to the organization? Whatever the reason, we have the solution for you. See this two new features in action in a quick 30 second video.
List Recently Deleted Users
Whether you recently offboarded multiple users or simply want to keep track of the users removed from your Google Directory, our new ‘List Recently Deleted Users‘ action allows you to access a list of all users deleted in the last 20 days.
Undelete User
Action that is used not very often but in some very targeted scenarios — Undelete User – is now available for Google Workspace admins not only via Google Directory API but as an out-of-the-box action in Zenphi. Simply provide the user’s ID and the Organizational Path they belong to, and the user will be restored to your directory.
New Google Sheets Actions
Update Rows In Google Sheets
Google Sheets automation has never been easier! This new action allows you to update multiple rows simultaneously or map an entire collection of data all at once. Let’s say you retrieve a list of rows and add them to a collection variable with the row number and column values. Then those values could be updated using some specific logic. Then using this updated action, you can bulk update it easily.
Whether you want to manually add the values to be updated or apply a full collection of data in a single step, this action gives you the flexibility to do both. Simply choose how you want to edit, and streamline your data management process.
New Gmail Actions
Create Email Draft
Gmail automation becomes easier as well. Have you ever needed to generate an email as part of your process automation but weren’t quite ready to send it before reviewing it? Our new “Create Draft” action allows you to draft emails using your Gmail account without sending them right away. The draft is saved in your drafts folder, so you can access and send it whenever you’re ready. You can add important details such as the recipient, display name, and subject, customize the font, and format the body of the email. You can even add attachments if needed! Learn more about this action in this Youtube Short
Create Email Draft As Google Workspace Admin
Similar to the previous feature, this new action allows you to draft emails, but with enhanced capabilities for Google Workspace Admins. You can select the email address of any user in your workspace and draft emails on their behalf. By connecting your Google Workspace account, you can easily impersonate users and create emails for them with just one action. Customize the email with your preferred formatting, add attachments, and more, all while ensuring seamless management within your organization.
Enhanced QuickBooks Integration
QuickBooks Action: Update Vendor
If you’re a QuickBooks user, you may often need to update vendor information when a company’s details change. This can be a tedious task, but Zenphi makes it easy with just one action. Using our new “Update Vendor” action, simply provide the Vendor’s ID and select the fields you want to update from the drop-down list. In just a few clicks, you’ll have the most up-to-date vendor information.
QuickBooks Action: Lookup Customer
As a QuickBooks user, you often need to access a customer’s profile quickly and easily. Our new “Lookup Customer” action helps you do just that by allowing you to find a customer’s ID and display name using any pattern inside of their name. In QuickBooks, a “pattern” refers to a consistent way of managing customer data, such as how names, contact details, and payment terms are formatted and organized.
This action makes it simple to locate customer information, ensuring you have everything you need at your fingertips. [Read more on QuickBooks Automation For FinOps]
Integrate With Anything: Updated HTTP Requests
This very powerful action allows you to make http calls to other servers. Allowing you to interact with other API’s whether it be to connect to a different platform that we don’t have actions for yet or calling another Zenphi flow this allows you to do just that. We have added a feature that allows you to ignore Server Certificate Validation. Scenario, if you have an endpoint that has a self-signed certificate and if you trust that endpoint, enabling this option would let the http action to call the endpoint even if the certificate validations fail.
Other August 2024 Enhancements
Onboarding Changes. If a user was previously invited to Zenphi, they will now see an option to “Accept Invitation” or “Continue with Signup” when signing up, if their email address was already invited.
Flow List Filtering: You can now filter your flow list by status to easily view which flows are published, unpublished, or in draft form.
AI Models Page Filtering: We’ve added a filter option to help you sort your models by Published or Draft status, making it easier to manage and differentiate them.
Group Settings Change: We’ve added an “Anyone on the web” option to the “Who can post” field and introduced a new field that allows you to add external users as members.
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