ConnectiFlow

Step 1: Initial Configuration Setup

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Log into your Zynex account and open the integrations dashboard. Select the ConnectiFlow integration and click “Connect.” Authenticate by entering your ConnectiFlow API credentials. Verify that both accounts are active to ensure a clean setup process.

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Step 2: Data Mapping and Synchronization

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After connection, choose the specific fields to sync between Zynex and ConnectiFlow. Use the intuitive mapper to align customer data, project info, tasks, and updates. This ensures precise, real-time data transfer without duplication.

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Step 3: Workflow Automation Configuration

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Define automation rules in Zynex to trigger actions inside ConnectiFlow. For instance, updating a task in Zynex can automatically sync status changes across connected tools. Configure rules to reduce manual effort and maintain consistency.

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Step 4: Integration Testing and Deployment

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Run test workflows to confirm accurate syncing in both systems. After validation, deploy the integration and monitor performance. Adjust rules as needed for optimized automation.