Add invoice line items
Add multiple line items to an existing bill invoice by invoice ID.
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Integrate Zip
with your AI CRM
Zip is an AI procurement orchestration platform for managing purchasing, approvals, suppliers, contracts, invoices, and spend from intake to payment.
Explore Triggers and Actions
Add vendor credit line items
Add multiple line items to an existing Zip vendor credit; this endpoint must be enabled for the organization.
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Archive an item receipt
Archive an item receipt. Archives a submitted receipt or return, the same way archiving works in Zip. An archived receipt no longer counts toward three-way match, and allocation to matched bills runs again without it. Fails if the receipt backs a bill that has already been paid. This is a status change, not a delete. On success, the archived item receipt is returned.
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Create a comment
Create a comment or reply to an existing comment on Zip's request details page (RDP).
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Create a delegation
Create a delegation. Create an out-of-office delegation. The delegator's approval responsibilities will be transferred to the delegate for the specified date range. Only one active (unexpired) delegation is allowed per delegator. Circular delegations (A delegates to B who delegates back to A) are not allowed.
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Create a department
Create a department in Zip with its name, display name, active status, and visibility settings.
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Create a lookup option
Create a lookup option in Zip.
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Create a product
Create a product in Zip with its required name and optional product metadata.
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Create a risk assessment
Record a completed or canceled risk assessment performed outside Zip.
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Create a role
Create an organization role in Zip.
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Create a saving line item
Add a saving line item to an existing Zip purchase request.
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Create a subsidiary
Create an organization subsidiary in Zip.
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Create a tax code
Create a tax code in Zip with its name, type, active status, and accounting fields.
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Create a user
Create a user in Zip; this API operation requires a Zip Premier subscription.
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Create a vendor credit
Create a vendor credit. Creates a new uncoded vendor credit with the specified details and initializes its approval workflow. On success, the created vendor credit is returned. This endpoint must be enabled for your organization.
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Create a vendor item
Create a vendor item in Zip from the supplied item fields.
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Create a vendor item group
Create a vendor item group in Zip from the supplied group fields.
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Create a vendor site
Create a vendor site in Zip with the supplied site attributes.
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Create address
Create a vendor or company address in Zip from structured address fields.
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Create an expense category
Create an expense category in Zip with its accounting and active-status fields.
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Create an invoice
Create an invoice. Creates a new draft bill invoice with the specified details and initializes its approval workflow. The invoice can optionally be matched to one or more purchase orders by providing either purchase_order_ids or purchase_order_numbers. On success, the created invoice is returned.
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Create an invoice from e-invoice XML
Create an invoice from an e-invoice payload. Send XML with `application/xml` or `text/xml`, or send the documented JSON form with `application/json` when supplying an optional PDF. Set `provider` only for invoices processed through Zip's billable provider agreement, and set `jurisdiction=FR` only with explicit France routing context; neither value is inferred from the payload.
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Create an item receipt
Create an item receipt. Creates a receipt or a return against one purchase order, already submitted. Each line must name a line on that purchase order that requires receiving, at most once, with quantity for a quantity line or total_amount for an amount line. Allocation to matched bills runs after the receipt is saved, as it does for receipts submitted in Zip. Purchase orders that receive in an ERP are rejected. On success, the created item receipt is returned.
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Create GL code
Create a GL account in Zip.
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Create item account
Create an item-account lookup record in Zip from the supplied account fields.
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Create location
Create a company location in Zip with a name and status.
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Create look up type
Create a lookup type in Zip.
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Create main queue
Create a main approval queue in Zip.
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Create or update an option filter rule
Create or update a Zip option filter rule by client-provided rule ID. Option values are matched by their raw, untranslated names.
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Create or update option filter rules in a batch
Atomically create or update 1 to 100 Zip option filter rules. The entire batch is rejected if any item fails validation.
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Create subqueue
Create subqueue. Creates a subqueue on a main queue by ID.
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Create vendor contact
Create a contact for a vendor in Zip.
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Deactivates user by ID
Destructive, high-impact operation that deactivates a Zip user's access and may require reassignment of their work; it does not delete the user record. Verify the user ID before calling.
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Delete a comment
Delete a Zip comment by its GUID on behalf of the specified user.
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Delete a delegation
Delete a delegation. Soft-delete a delegation by setting its end date to yesterday. This is the same operation as the "End Now" and "Delete" actions in the Zip UI. The delegation's status will become EXPIRED and any currently delegated approvals will be reassigned back to the original delegator.
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Delete a saving line item
Delete the purchase-request saving line item identified by `saving_line_item_id`.
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Delete an option filter rule by rule ID
Delete a Zip option filter rule by its client-provided rule ID.
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Delete department by ID
Delete a single department from Zip by ID.
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Delete expense category by ID
Delete an expense category from Zip so it can no longer be used for expense classification.
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Delete location by ID
Delete a company location from Zip by ID.
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Delete lookup by ID
Delete a Zip lookup type by ID.
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Delete lookup option by ID
Delete a Zip lookup option by ID.
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Delete queue by Id
Delete a main queue or subqueue from Zip by queue ID.
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Delete role by ID
Delete a single organization role from Zip by ID.
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Delete subsidiary by ID
Delete a single organization subsidiary from Zip by ID.
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Delete tax code by ID
Delete a tax code from Zip by ID so it is no longer available for tax classification.
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Delete vendor by ID
Delete a single vendor from Zip by vendor ID.
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Get a change order by ID
Get a change order by ID. Returns the changed header fields and created, deleted, and updated purchase order lines for a change order.
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Get a delegation by ID
Retrieve one out-of-office approval delegation from Zip by ID.
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Get a purchase order by ID
Retrieve one Zip purchase order when its `purchase_order_id` is already known.
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Get a request' questionnaire responses
Retrieve questionnaire responses for a Zip purchase request by request ID.
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Get a single purchase request
Retrieve a single Zip purchase request by request ID.
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Get a tax code
Retrieve one Zip tax code and its tax-classification settings by ID.
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Get agent session by ID
Get metadata for an agent session when Superagents is enabled.
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Get agreement by ID
Retrieve one Zip agreement when its `agreement_id` is already known.
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Get all available purchase categories
List all purchase categories defined in the company's Zip settings.
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Get amortization schedule by ID
Retrieve one Zip amortization schedule when its `amortization_schedule_id` is already known.
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Get an item receipt by ID
Retrieve one Zip item receipt when its `item_receipt_id` is already known.
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Get an option filter rule by rule ID
Retrieve a Zip option filter rule by its client-provided rule ID.
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Get department by ID
Retrieve one Zip department and its organization settings by ID.
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Get document by ID
Download a Zip document as a PDF file reference.
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Get expense category by ID
Retrieve one Zip expense category and its accounting settings by ID.
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Get GL code by ID
Retrieve a GL account lookup from Zip by ID.
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Get invoice by ID
Get invoice by ID. Retrieves a single bill invoice by its ID, including its custom attributes and line items with their attributes. Use the line_items_count_only parameter to return just the line item count instead of the full line items array for better performance.
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Get invoice cXML
Get invoice cXML. Retrieves the raw cXML payload for a punchout invoice. Returns the most recent cXML message associated with the invoice.
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Get item account by ID
Retrieve one Zip item-account lookup record when its `item_account_id` is already known.
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Get line items
Get line items. Query an invoice's line items with filters and pagination. Results are ordered by created_at in ascending order (oldest first).
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Get lookup by ID
Retrieve a Zip lookup type by ID.
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Get lookup option by ID
Retrieve a Zip lookup option by ID.
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Get payment method by ID
Retrieve a Zip payment method by ID, optionally including sensitive or deleted data.
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Get payment terms by ID
Retrieve one Zip payment-terms record when its `payment_terms_id` is already known.
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Get payout by ID
Retrieve a single Zip payout by payout ID.
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Get products by IDs
Retrieve multiple Zip product records in one call from a list of product IDs.
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Get queue by ID
Retrieve a main queue or subqueue from Zip by queue ID.
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Get risk assessment by ID
Retrieve one Zip risk assessment by ID.
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Get risk assessment fields schema
List the active custom fields on Zip risk assessments.
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Get role by ID
Retrieve one organization role from Zip by ID.
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Get saving line item by ID
Retrieve one purchase-request saving line item when its `saving_line_item_id` is already known.
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Get subsidiary by ID
Retrieve one organization subsidiary from Zip by ID.
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Get user by ID
Retrieve one Zip user and their organization assignments by ID.
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Get user group by ID
Retrieve one Zip user group by ID.
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Get vendor by ID
Retrieve a single Zip vendor by vendor ID, optionally including risk tiers, assessments, and findings when Risk Orchestration is enabled.
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Get vendor credit by ID
Retrieve a single Zip vendor credit by vendor-credit ID.
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Get vendor item groups by IDs
Retrieve multiple Zip vendor item groups by their IDs.
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Get vendor items by IDs
Retrieve multiple Zip vendor items by their IDs.
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Get vendor roles
List one page of vendor roles configured for the authenticated organization. This beta feature requires vendor-role listing to be enabled; use returned role IDs when assigning or removing vendor owners.
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Get vendor site by ID
Retrieve a single Zip vendor site by site ID.
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Get Workflow Attributes
Get Workflow Attributes. Get a schema of configurable attributes given a Zip workflow ID.
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Get Workflows
Get Workflows. Fetch a list of request workflows configured for the company.
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List agent sessions
List one page of agent sessions for a company with Superagents enabled.
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List change orders
List change orders. Returns submitted change orders with their changed header fields and created, deleted, and updated purchase order lines. A change order is included even when the selected field groups contain no changes. Results are returned in pages of up to 50.
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List currencies
List currencies supported by the connected Zip company.
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List engagements
List one page of the company's active and inactive Zip engagements.
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List messages in an agent session
List messages in an agent session in chronological order.
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List risk assessments
List the company's risk assessments, optionally filtered by vendor.
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List risk levels
List the company's risk tiers from highest to lowest risk.
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List vendor payment methods
Retrieve a vendor's payment methods, optionally including sensitive or deleted records and filtering by status.
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Search agreements
Search one page of Zip agreements using vendor, subsidiary, or department filters.
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Search amortization schedules
Search one page of Zip amortization schedules by active status or name.
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Search approvals
Search one page of approvals by request, approval status, node type, date range, or request type; optionally include neighboring approval nodes.
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Search audit trail logs
Search one page of Zip audit trail events; export requires Zip Premier.
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Search catalog
Search for vendor items and vendor item groups in the Zip catalog.
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Search comments
Search comments belonging to a purchase requisition, optionally filtered by request GUID.
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Search delegations
Search delegations. Search delegations with optional filters. Returns delegations for the authenticated organization. Use delegator_email or delegate_email to find delegations for a specific user. Use is_active to filter current vs expired delegations.
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Search departments
Search departments. Multiple search filters can be provided.
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Search expense categories
Search Zip expense categories using documented filters.
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Search GL codes
Search GL accounts in Zip and return one page of results.
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Search invoices
Search one page of invoices by creation, update, approval, amount, invoice number, status, vendor, or upload source; optionally return IDs or line-item counts only.
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Search item accounts
Search item accounts in Zip by name, active status, or external ID.
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Search item receipts
Search one page of Zip item receipts by created time, updated time, or receipt status.
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Search locations
Search Zip company locations by name or status and return one page of results.
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Search look up types
Search Zip lookup types and return one page of results.
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Search lookup options
Search Zip lookup options and return one page of results.
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Search payment terms
Search payment terms in Zip and return one page of results.
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Search purchase orders
Search one page of Zip purchase orders by PO or request number, status, requester, department, dates, open amount, or vendor.
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Search requests
Search one page of Zip requests by request details, requester, department, vendor, status, type, priority, or date range, with optional sorting and custom attributes.
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Search roles
Search Zip organization roles by name and return one page of results.
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Search saving line items by field filters
Search one page of purchase-request saving line items. Filter by custom field GUID or by saving_line_item_type, recognition_frequency, recognition_start_date, or recognition_end_date.
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Search subsidiaries
Search subsidiaries. Multiple search filters can be provided.
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Search tax codes
Search Zip tax codes and return one page of results.
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Search user groups
Search user groups. Multiple search filters can be provided.
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Search users
Search users. Multiple search filters can be provided.
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Search vendor credits
Search one page of Zip vendor credits by credit invoice number, with optional creation/update sorting.
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Search vendors
Search one page of vendors by name, status, update time, subsidiary, or department; optionally include custom attributes and risk data.
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Send a bill invoice for approval
Send a bill invoice for approval. Validates a draft bill invoice and submits it for approval. The invoice is validated for completeness, then transitioned into the approval workflow. On success, the updated invoice is returned with its new status.
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Send a vendor credit for approval
Send a vendor credit for approval. Validates an uncoded vendor credit and submits it for approval. The credit is validated for completeness, then transitioned into the approval workflow (or logged as available when approvals are not configured). On success, the updated vendor credit is returned with its new status. This endpoint must be enabled for your organization.
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Update a delegation
Update a delegation. Update an existing delegation. All fields are optional but at least one must be provided. Changing the delegate triggers a circular delegation check. Changing dates or timezone recalculates the start/end timestamps.
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Update a location.
Update a Zip company location's name or status by ID.
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Update a lookup option
Update a Zip lookup option by ID.
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Update a request's status (reject or cancel).
Update a request's status (reject or cancel). Reject or cancel a request. The transition is terminal and closes the approval chain. Bills and payout groups have their own cancel flows and are not supported.
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Update a saving line item
Partially update a Zip saving line item; omitted fields remain unchanged.
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Update a single purchase request
Update the supplied fields on a single Zip purchase request by request ID.
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Update a tax code
Partially update a Zip tax code's name, type, active status, or accounting fields by ID.
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Update a vendor credit line item
Update a line item on a Zip vendor credit; this endpoint must be enabled, and coded credits allow only a limited field set.
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Update an invoice's paid status.
High-impact, irreversible operation that marks a bill invoice paid and creates its payout. Verify the invoice ID and payment state before calling.
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Update an item receipt
Update an item receipt. Edits a submitted receipt or return. Fields left out keep their values. line_items, when sent, replaces the receipt's lines under the same rules as create: a line already on the receipt is updated in place, a new PO line is added, and a line left out is removed. Allocation to matched bills runs again after the edit is saved. The receipt type, number and purchase order don't change. On success, the updated item receipt is returned.
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Update department by ID
Update a Zip department's name, display name, active status, or visibility by ID.
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Update expense category by ID
Update a Zip expense category's accounting or active-status fields by ID.
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Update GL code by ID
Update a GL account in Zip by ID.
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Update invoice header information
Update invoice header information. Updates header-level fields on a bill invoice such as vendor, subsidiary, currency, dates, amounts, description, and custom attributes. The invoice can also be matched to purchase orders by providing purchase_order_ids or purchase_order_numbers. On success, the updated invoice is returned.
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Update invoice line item
Update the supplied fields on one invoice line item by invoice and line-item IDs.
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Update lookup by ID
Update a Zip lookup type by ID.
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Update payment method by ID
Update external identifiers or custom fields on a Zip payment method.
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Update product by ID
Update a Zip product's name or metadata by product ID.
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Update purchase order statuses
High-impact, irreversible bulk operation that cancels, closes, or soft-closes up to 50 purchase orders. Verify every purchase order ID and target status before calling.
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Update queue by ID
Update queue by ID. Updates a main queue or a subqueue by ID.
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Update role by ID
Destructive, high-impact operation that changes an organization role and can alter users' access. Verify the role ID and permission impact before calling.
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Update subsidiary by ID
Update an organization subsidiary in Zip by ID.
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Update the line items of a purchase request
Update the line items of a purchase request. Update the line items of a single purchase request, given the request ID.
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Update user by ID
Update a single Zip user by ID; this API operation requires a Zip Premier subscription.
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Update user group by ID
Update user group by ID. Update the description of a single user group by ID.
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Update vendor by ID
Update the supplied fields on a single Zip vendor by vendor ID.
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Update vendor credit header information
Update vendor credit header information. Updates header-level fields on a vendor credit such as vendor, subsidiary, currency, dates, amounts, description, and custom attributes. On success, the updated vendor credit is returned. This endpoint must be enabled for your organization. When the credit is already coded, only a limited set of header fields can be updated.
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Update vendor item by ID
Update the supplied fields on a Zip vendor item by item ID.
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Update vendor item group by ID
Update the supplied fields on a Zip vendor item group by group ID.
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Update vendor site by ID
Update the supplied fields on a Zip vendor site by site ID.
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Upload a document
Upload a document to Zip using multipart form data.
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Upsert budget
Create or update a Zip budget using its period and dimensions.
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Upsert budget actual
Create or update a Zip budget actual using its date and dimensions.
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Upsert currencies
Add currencies to the connected Zip company's supported list; existing currencies not included in the request remain supported.
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Upsert vendor keyed by external id
Upsert vendor keyed by external id. Create or update a vendor given an external ID.
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How the Zip integration works
The Zip integration connects your Dench AI CRM directly to Zip, so agents can read and act on your Zip data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
161 actions are available for agents to invoke on your behalf. Every call runs through Zip's own authorization, scoped to the account you connect.
Set up Zip in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Zip and click Connect — you'll authorize access through Zip's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Zip in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Zip integration work with Dench?
The Dench Zip integration connects your AI CRM to Zip, so AI agents can work with your Zip data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Zip via Dench?
The Zip integration currently exposes 161 actions, including Add invoice line items, Add vendor credit line items, Archive an item receipt, Create a comment, Create a delegation, and Create a department. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Zip to Dench?
No. You connect Zip from your Dench workspace using Zip's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Zip integration secure?
Connections are authorized through Zip's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Zip connection from your workspace settings at any time.