Knowledge Base

• Knowledge Assistant

  Get Knowledge Assistant Do you want access to this new feature? Contact your Zingtree Account Manage...

• Webhooks: Library

  How to add Webhooks and other AppsFrom the Apps & Integrations menu, choose My Apps:This page lists a...

• Lookup Tables

  NEW For more powerful tools consider the new Zingtree CX Actions instead. We get asked a lot about h...

• Math Operations

  Note For more powerful tools consider the new Zingtree CX Actions: Expanded Logic Expression Languag...

• Converting a Date to an Age

  New For more powerful tools consider the new Zingtree CX Actions: Transformation Functions and Scrip...

• Calculate the number of days between dates

  Here's a handy webhook where you can calculate the number of days between dates. You just need to add...

• Formatting Currency (Money)

  New For more powerful tools consider the new Zingtree CX Actions: Transformation Functions and Scrip...

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• Viewing Linked Workflow Pathways

  It's possible to create quite an ecosystem of trees. To better understand how they are all connected,...

• Usage Reports

  IntroductionWe've completely rebuilt our Usage Reports platform to provide you with faster data loadi...

• Legacy Reports and Analytics

  This article pertains to legacy reports which will soon be deprecated. Zingtree's new reporting is no...

• Automatic Reports: Receive reports daily, weekly or monthly via email.

  Rather than having to pull reports manually, Zingtree offers an option to email your favorite reports...

• Change Log Report: Audit Author Activity

  If you're looking for a way to quantify how active your authors have been, the Change Log report can ...

• Transferring Agents Between Organizations

  Agents can exist in only one organization at a time. To add the same agent to a different organizatio...

• Password Reset

  To Reset your password do the following: Go to https://zingtree.com and click Log in. Enter your ema...

• Logging In

  Author Login:Billing Administrators, Super Users, and Authors will log in to Zingtree through the mai...

• Updating Billing Information

  To change your payment information do the following (Note: You must be a Billing Admin to make any up...

• How to Add an Author / Collaborator

  In this quick article, we explain how Zingtree handles administrative rights and access rules for org...

• Author Roles: Setting up Super Users and Billing Admins

  An Author can have both the Super User and Billing Administrator roles enabled. These are the abiliti...

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• PingOne Single Sign-on (SSO) Setup Guide

  Zingtree supports SAML 2.0 based Single Sign-on (SSO). This lets you require anyone accessing a workf...

• Single Sign-on (SSO)

  Zingtree supports Single Sign-on (SSO) as a means of restricting access to trees.  Many customers hav...

• Microsoft Azure Single Sign-on Setup Guide

  Zingtree supports SAML 2.0 based Single Sign-on (SSO). This lets you require anyone accessing a workf...

• OKTA Single Sign-on Setup Guide

  Zingtree supports SAML 2.0 based Single Sign-on (SSO). This lets you require anyone accessing a workf...

• Salesforce Single Sign-on Setup Guide

  Zingtree supports SAML 2.0 based Single Sign-on (SSO). This lets you require anyone accessing a workf...

• Security and Compliance Best Practices

  Security is a shared responsibility between Zingtree and it's customers. Zingtree ensures the securit...

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