Connect Joiin to Zapier for Automated Workflows and Reporting
Automate your reporting workflows by connecting Joiin to thousands of apps through Zapier. Share reports, trigger updates, and build powerful automations, no code required.
“If you are tired of having to create genius-level spreadsheets to show what’s happening in your company, let Joiin do the work for you.”
Get Started: Three Simple Steps to Automating Workflows with Zapier
It’s easy to connect Joiin with Zapier. In just a few clicks, you can link your Joiin reports to thousands of apps, set up automated workflows, and ensure your financial and non-financial data flows where it’s needed most, without manual exports or copy-paste.
2.
Connect Joiin to Zapier
Generate an API key in Joiin, connect to Zapier and choose Joiin Reporting as your trigger.
3.
Automate your workflow
Pick from thousands of apps in Zapier. Set your rules then turn on your app.
Why Use Joiin + Zapier
save time
Eliminate manual exports and repetitive tasks. Automate reporting workflows and let your data flow where it’s needed in real-time.
click & connect in minutes
Set up Joiin with Zapier in just a few steps, and start moving reports into thousands of apps without code.
super-easy to use
Build automations with simple point-and-click steps in Zapier, no technical setup required.
share reports everywhere
Send P&Ls, balance sheets, KPIs and custom reports into Google Sheets, Slack, Power BI, email and more.
keep teams aligned
Schedule updates or trigger alerts so your finance, operations and leadership teams always have the latest numbers.
secure by design
Every workflow uses your Joiin API key and secure authentication, with the same enterprise-grade protections as the Joiin platform.
Use Joiin with Zapier to Automate Reporting Across Apps.
Works with 6,000+ integrations including Google Sheets, Power BI, Slack and more. Included in all pricing plans.
Smarter financial consolidation and reporting.
Crunch the numbers that matter by bringing together complex financial and non-financial data. Automate live reports across single entities or entire group consolidations.
Once your data is in Joiin, instantly access financial & performance reports, KPI reports, and sales & purchasing reports, using our off-the-shelf layouts or branded, presentation-ready report packs. Go further with non-financial data, custom reports, and AI-driven insights that surface trends, anomalies and answers fast, powered by Joiin Intelligence.
Core features include multi-currency conversions, flexible reporting by period, company and category, automated budgets, and inter-company eliminations. Collaborate easily by inviting your team or sharing reports, while our multi-client feature lets you manage multiple clients in one subscription and give stakeholders tailored access.
Available on any device, with end-to-end security built in.
Recognised for Excellence
Joiin has earned recognition across 87 G2 reports, achieving Leader status in G2’s Grid® Report for Financial Analysis Software. Backed by verified customer reviews, this milestone highlights the difference Joiin is making for CFO’s, finance teams and accountants around the world.
What our customers say:
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Explore our FAQs
What is the Joiin Zapier integration?
The Joiin Zapier integration lets you connect Joiin’s financial, sales, KPI and non-financial reports to over 6,000 apps. You can automate workflows like sending reports to Google Sheets, Slack, Power BI or email — without coding.
Do I need a Joiin account to use the Zapier integration?
Yes. You’ll need a Joiin account to generate your API key and connect to Zapier. Once connected, you can automate the delivery of Joiin reports into apps like Google Sheets, Power BI, Slack and more.
Do I need coding skills to connect Joiin with Zapier?
No. The Joiin Zapier integration is completely no-code. You simply generate an API key in Joiin, connect to Zapier, and set up automations with point-and-click steps.
How often does Zapier update Joiin data?
Zapier runs your automations (Zaps) on a schedule based on your Zapier plan. Free and Starter plans update every 15 minutes, while Professional and higher plans can update every minute for near real-time reporting.
Is the Joiin Zapier integration included in my Joiin plan?
Yes. All Joiin plans include Zapier integration at no extra cost. You’ll just need a Zapier subscription if your workflows exceed the limits of Zapier’s free plan.
How does Joiin integrate with other accounting platforms?
Joiin seamlessly integrates with leading accounting software, including Xero, QuickBooks, Sage, and other cloud-based platforms. This ensures your financial data is automatically pulled in and consolidated without manual input.
How does Joiin ensure data security?
Security is a top priority at Joiin. Our platform uses bank-grade encryption, secure cloud hosting, and strict access controls to protect your financial data. We are compliant with industry standards, ensuring your data remains private and protected.
