Zaptiva Release Notes

Zaptiva Release Notes

v2.18.1 Beta

Release Date: Jun 04, 2026

MAJOR FEATURE:
  1. Process Failed Records Capability: Introduced a new option that allows failed records/transactions to continue processing through downstream components instead of stopping the flow for those records.
  2. CSV Parsing for Data Import: Added CSV parsing functionality to convert CSV data into a structured format. The Read CSV component now supports both direct file uploads and dynamic mapping of CSV files from previous flow components.
MINOR FEATURE:
  1. Gmail App – Search Email Action (IPASS 742): Added the missing Search Email action to support advanced email search and filtering capabilities, bringing functionality in line with the Email App.
 BUG FIXES:
  1. Connection View Screen Alignment: Fixed layout and sync status alignment issues on the Connection View screen.
  2. DOCX Attachment Download & Preview: Resolved an issue where downloaded .docx attachments from the Send Email action could not be previewed or opened.
  3. Email Count Consistency: Fixed email count discrepancies between the Search Email action (Email App) and Get Email action (Gmail App).
  4. IMAP/SMTP Connection Creation: Resolved an issue preventing IMAP/SMTP connections from being created on Production using valid credentials.
  5. Read Email action in Gmail App returns incomplete plain text email body: Fixed incomplete plain text email body responses in the Gmail App Read Email action.
  6. Team Member Seat Count Validation: Updated seat count logic to increase only after successful invitation acceptance and account creation.
  7. Re-Added User Invitation Acceptance: Resolved the "Email verification failed" error shown to re-added users after accepting invitations.
  8. Seat Count Calculation Accuracy: Fixed seat count calculations to exclude soft-deleted and pending-invitation accounts.
  9. User Re-Invitation Support: Resolved an issue where deleted user accounts persisted and blocked re-invitation.
  10. Super Admin Company Deletion: Fixed an issue preventing company deletion from the Super Admin portal on Production.
  11. Billing & Usage Access After Company Switch: Resolved Billing and Usage module accessibility issues after Super Admin company switching.
  12. OneDrive & Zaptiva AI Component Validation: Fixed UI and validation issues in the OneDrive Upload a File and Zaptiva AI – Extract from Text components.
  13. Team Member Role Selection: Resolved an issue where the role dropdown did not display all available roles while adding team members.
  14. Flow Execution with Unlinked Components: Fixed a flow execution issue where users were unable to run a flow due to an unlinked component showing an error badge, even when all required linked components were valid.        

v2.18.0 Beta

Release Date: May 25, 2026

MAJOR FEATURES:
  1. Sage Intacct Client Credentials Support: Users can now enter and manage their own Client ID and Client Secret for Sage Intacct operations.
  2. Email App Integration in Flow: Introduced a new Email app that allows users to configure an IMAP email connection and perform operations such as sending emails, deleting emails, marking emails as read/unread, retrieving email details, and listing attachments/media through a secure and validated connection.
  3. QuickBooks Desktop Balance Sheet Detail Report: Added support for the Balance Sheet Detail Report action in QuickBooks Desktop.
  4. Gmail App Integration in Flow: Introduced a new Gmail app integration for use within automation flows.
BUG FIXES:
  1. Super Admin Company Deletion: Fixed an issue where Super Admin users were unable to delete companies in the Production environment.

v2.17.0 Beta

Release Date: May 11, 2026

MAJOR FEATURES:

  1. Introduced Coupon & Promotion Code Functionality.
  2. Introduced AI Credits in Add-On & Plan-Based Usage.
  3. Enhanced Super Admin Company View with enriched company information, revenue details, connector usage, usage statistics, payment history and user management.
  4. Introduced a new Sleep action that allows pausing the execution of a flow for a specific amount of time.
  5. Added a new "IF ONLY" conditional function.
  6. Sage Intacct – Get Dimensions and Terms Actions: Added new actions to support retrieval of Dimensions and Terms within Sage Intacct.
  7. QBO Upload Attachments Action: Added a new action in QBO Apps to support uploading attachments directly to QuickBooks Online.

MINOR FEATURES:

  1. Enhanced View Connection Page – View & Edit: Improved the View and Edit functionality along with the View Associated Flows list on the connection detail page for a better user experience.

BUG FIXES:

  1. Quickbase Get Record Action – Mapping Persistence: Fixed an issue where field mappings in the Quickbase Get Record action were not being retained after reopening.

v2.16.0 Beta

Release Date: Apr 24, 2026

MAJOR FEATURES:

  1. Box Integration: Introduced a new App "Box Integration" which enables users to connect their Box account & perform key actions like file upload, download and folder creation
  2. FTP Integration: Introduced a new App "FTP Integration" which supports connection with FTP, SFTP & SCP servers, allowing users to perform essential file operations.

v2.15.1 Beta

Release Date: Apr 15, 2026

MAJOR FEATURES:

  1. Plan Downgrade Validation: Restricts plan downgrade if current usage exceeds the target plan's limits, with clear validation messages.
  2. Admin (With Billing) Role: New admin role with standard admin access plus Billing module permissions.
  3. Operation Overuse & Carry Forward: Flows run uninterrupted even if operations are exhausted; excess usage is adjusted in the next billing cycle.
  4. IES Integration App: New integration app introduced with key actions and easy connection setup.

MINOR FEATURES:

  1. Flow Edit Mode Access: Users can now directly open a flow in Edit mode by clicking on the flow name from the flow list.
  2. Updated Member Role Permissions: Members can run flows but are restricted from editing them.
  3. Add-On Display on Billing Page: Purchased add-ons are now visible alongside the current plan on the Billing & Usage screen.

BUG FIXES:

  1. Owner App Access After Payment Failure: Fixed an issue where the Owner lost app access after a Stripe payment failure, while Admin retained company access.
  2. Sage Intacct Multi-Entity Data Access: Resolved data accessibility issues across Parent and Child entities in Flows and Query API.

v2.15.0 Beta

Release Date: Apr 02, 2026

MAJOR FEATURE:
  1. Enhanced Billing Module: Provides a consolidated view of plan details and usage tracking in one place.
  2. Usage History Screen: Allows users to view detailed consumption records over time.
  3. Buy Extra Capability: Enables users to purchase additional resources as needed.
  4. Updated Plan Pricing Section: Reflects the latest plans, features, and revised pricing.
  5. Improved Usage Visibility: Displays plan usage details across multiple modules.
  6. Knowledge Base Integration: Offers easy access to self-service support resources.
  7. Clear Flow History Feature: Automatically removes flow execution history older than 30 days.

v2.13.1 Beta

Release Date: Feb 19, 2026

MAJOR FEATURE:
  1. Introduced a new module named "User Log" for Super Admin to view user activity logs.
  2. Introduced two new operations, "Get Balance Sheet" and "Profit & Loss", under QuickBooks Desktop.
  3. Enhanced the JSON components to display data in a tree view format.
  4. Added the capability to include nested "Add More" functionality in various operations.
BUG FIXES:
  1. Customers was not deactivated when the company was deleted in Zaptiva by the Superadmin.
  2. The Flow executed successfully even when the connection was disabled.
  3. Disconnecting QuickBooks Online did not remove the Connection from Zaptiva.
  4. Operation count mismatch on the Flow execution screen.

v2.13.0 Beta

Release Date: Feb 05, 2026

MAJOR FEATURE:
  1. Added capability to create QBO connection without Rutter integration.
  2. Capability to add Description on individual component
  3. Added new component to convert string data into JSON format.

v2.12.1 Beta

Release Date: Jan 28, 2026

MAJOR FEATURE:
  1. Enhancement to Aggregator component to handle Array data type.
  2. Support for "Project" entity using GraphQL in QuickBooks Online
  3. Capability to add "description" on individual component- Backend.
  4. Enhanced Backend API security. 

v2.12.0 Beta

Release Date: Jan 13, 2026

MAJOR FEATURE:
  1. Introduction of new component Write Json
  2. Improved Authentication mechanism and enhanced validation on backend APIs.
MINOR FEATURE:
  1. Issue Fix: CSV Component
  2. Added support for delete operations in QuickBooks Desktop

v2.11.0 Beta

Release Date: Dec 26, 2025

MAJOR FEATURE:
  1. Introduction of new components
    1. Iterator
    2. Router
  2. Added support for text type response in API Connector Component
  3. Added support for GET & UPDATE operations in Sage
  4. Added capability for user to add Description in Flow
MINOR FEATURE:
  1. Fixes: Flow-level notification bugs
  2. Fixes: Hard refresh issue
  3. Fixes: Inconsistent validation errors in API Connector on unlink.

v2.10.0 Beta

Release Date: Dec 03, 2025

MAJOR FEATURES:
  1. Introduction of API Component.
  2. Addition of the Flow Autorun Schedule feature.
MINOR FEATURES:
  1. Introduced new operations across
    1. Quickbooks Desktop
    2. Quickbooks Online
    3. Sage Intacct

v2.9.0 Beta

Release Date: Nov 11, 2025

MAJOR FEATURES:
  1. Introduction of Preview Component.
  2. Introduction of AI Component with PDF & Image reading capability.
MINOR FEATURES:
  1. Introduced New Operations
    1. “Create Journal Entry” for QBO.
    2. “Update Journal Entry” and "Credit Memo" for QBD.
    3. “Create Bill” for Sage Intacct.

v2.8.1 Beta

Release Date: Oct 13, 2025

MAJOR FEATURES:
  1. Integrated Sage Intacct Native APIs for improved connectivity and performance.
  2. Added support for multiple line items within a single invoice.
  3. Introduced Update Operation for Journal Entries functionality.

v2.8.0 Beta

Release Date: Sep 30, 2025

MAJOR FEATURES:
  1. Introduction of Quickbase Component
  2. Introduction of Sage Intacct Component

v2.7.0 Beta

Release Date: Sep 11, 2025

MAJOR FEATURES:
  1. Introduction of AI Component
  2. Introduction of OneDrive Component
MINOR FEATURES:
  1. Updated Filter Component to exclude non-matching records from the "Failed" section.
  2. Enabled Super Admins to view users’ mobile numbers
  3. Provided option for user to copy "Write CSV" output
BUG FIXES:
  1. Fixed an issue where cancelled flows displayed all components as completed (green) instead of showing the cancel icon
  2. Fixed an issue where the QBD flow appeared as Cancelled in the UI while still remaining Inprogress in the backend
  3. Fixed issue in delete company option for Superadmin
  4. Fixed an issue where the mapping popup disappeared and the mapping panel scrolled unintentionally during field mapping in the sidebar.
  5. High Priority: Fixed inconsistent icon sizes between the Operator Menu sidebar and the Responsive popover.

v2.6.1 Beta

Release Date: Aug 22, 2025

MAJOR FEATURES:
  1. Array Mapping: Enabled the ability to map array responses to subsequent components for improved data handling.
BUG FIXES:
  1. UI/UX: Applied a consistent appearance for App Icon, Operation Icon, and Canvas Icon across all screens of the Zaptiva application.
  2. Fixed issues on the Connection screen (Add/Delete connection).
  3. Addressed the issue where users were unable to map multiple chips within the same field
  4. Corrected the success status display when component transactions were still in a pending state for QBD
  5. Fixed an issue where items were not updating in Zaptiva after incremental sync when changes were made in QuickBooks Online (QBO).

v2.6.0 Beta

Release Date: Aug 07, 2025

MAJOR FEATURES:
  1. Introduce "Read Excel" component to support Excel file input and field mapping.
  2. Add "Create CSV" Component to Map Output Data into New CSV.
  3. Analysis & Setup QBO (All basic operations) in Flow
  4. Allow User to Create a Single Flow for Multiple Companies.
  5. Create "Get Trial Balance Report" Component with From Date and To Date Fields.
  6. Clone automation in same company by owner.
MINOR FEATURES:
  1. Bugs: GroupBy Component
  2. Affiliate Invitation URL Expires Too Early and Shows Incorrect Behavior
  3. Enhance Mapping and Component Sidebar with "Expand All", "Collapse All", and Search Functionality.
  4. Enhanced Flow Execution Visualization and History Tracking.

v2.5.0 Beta

Release Date: July 04, 2025

MAJOR FEATURES:
  1. Trial period on new signup
  2. Animated Flow Screen
  3. Animated History section
  4. Sum function in Aggregator component
  5. New capability for user to create Global/Local variable
  6. Alert on unsaved changes on Flow screen.

v2.4.0 Beta

Release Date: June 17, 2025

MAJOR FEATURES:
  1. Improved flow execution visualization.
  2. Introduced Free Trial with new signup.
  3. Improved Flow run history tracking capabilities.

v2.3.0 Beta

Release Date: May29, 2025

MAJOR FEATURES:
  1. Introduced the 'GroupBy' component.
  2. Changes to support CBG operations.
IMPROVEMENTS:
  1. Added Flow Cancel button.
  2. List Flow Screen Enhancements.
  3. Added Unsaved Changes Alert.
  4. Improved the Filter component.
  5. Added Export Request/Response functionality.
  6. Enabled full-screen capability on the Flow screen.

v2.2.0 Beta

Release Date: May 13, 2025

MAJOR FEATURES:
  1. Improved mapping capability with introduction of Math, String, Date and General functions.
  2. Implementation of Flow, Field and Mapping Validations.
  3. Implementation of Filter component

v2.1.0 Beta

Release Date: April 17, 2025

MAJOR FEATURES:
  1. UI/UX improments on Flow screen.

v2.0.0 Beta

Release Date: April 11, 2025

MAJOR FEATURES:
  1. Improved automation creation capability
  2. Implementation of multi steps automation
  3. Implementation of Read CSV and QuickBooks Desktop components

v1.7.0 Beta

Release Date: February 26, 2025

MAJOR FEATURES:
  1. Capabilities to import Bill on QBD

v1.6.0 Beta

Release Date: February 07, 2025

MAJOR FEATURES:
  1. SOAP: Sales Order & other operations, should have validation for customer/item
  2. Notification improvements
  3. UI : Scheduling of export (Zaptiva DB to Client DB)
  4. Zaptiva UI Improvements
  5. 'Next Billing Date' field should display 'No Future Invoice' in case of cancelled Plans.
  6. Create automation capability with input(csv, xls) & output(csv, xls)

BUG FIXES:
  1. Owners of different companies unable to create automations with the same name due to incorrect validation.
  2. Recent Run showing wrong status of Automation.
  3. ACH Testing in PROD
  4. Improper Presentation of 'AI' loader on AI preview.
  5. Company name does not display as entered during creation across "View Notification" and the app.
  6. User Unfriendly validation message displayed when signing up with an Google account with already registered mobile number

v1.5.0 Beta

Release Date: January 15, 2025

MAJOR FEATURES:
  1. Enabled social login (MS & Google)
  2. Email & InApp notification on different events
  3. Introduced AI assistance on column matching during  automation creation
  4. Enabling ACH Payments

BUG FIXES:
  1. AI: Extract line items & prices from given string (Civica CSV)
  2. Fixed issues on "AI Preview" and "Preview" screen.
  3. On Signup screen, default country code is changed from India to USA


v1.4.0 Beta

Release Date: November 29, 2024

MAJOR FEATURES:
  1. Capabilities to import Sale Receipts
  2. Introduce Reseller role
  3. Improvements in Affiliates function
  4. Improvements in "Auto-Refresh" feature on History screen
BUG FIXES:
  1. Filter non-relevant transactions on billing section for any new company
  2. 'Affiliate Company' should not be duplicate
  3. Edit automtion should show respective connections
  4. Fix in the Recent runs infomration on Dashboard

v1.3.0 Beta

Release Date: October 25, 2024

MAJOR FEATURES:
  1. Validation of duplicate Bills and invoices before Import
  2. Due date is updated automatically in Invoices and Bills (based on terms configured for Customers/Vendors)
  3. Capability for users to schedule incremental sync time
  4. Cancel automation feature
  5. Update Payment Information capability for Owner
BUG FIXES:
  1. Improved PDF reading capabilities



v1.2.1 Beta

BUG FIXES:
  1. Fixed validation issues observed during automation import
  2. Fixed issue related to inline editing on preview screem

v1.2.0 Beta

MAJOR FEATURES:
  1. Added pre-import validations on preview screen
  2. Improved View Connection screen to show connection details
  3. Enabled sync time capabilities for connections
  4. Capability for users to overwrite existing customers
  5. Introduced sync capabilities for users to run adhoc syncs
  6. Enabled "Bill Credits" & "Invoice Credit" in automations
  7. Enabled users to enable or disable sync operations on their connections
  8. Added custom fields support for QuickBooks Desktop
IMPROVEMENTS:
  1. Automatic calculations of "Due Date" in Bills and Invoices depending on Terms configured
  2. Backend component improvement to track Entity level tracking of exports 
  3. Data is cleaned up from database when connection is deleted

v1.1.0 Beta

MAJOR FEATURES:
  1. (Added) Terms of service applicable on sign up and log in
  2. (Added) Introduction of Zaptiva Storage where users will be able to manage files
  3. (Added) Data sync process on connection creation
IMPROVEMENTS:
  1. Enabled ACH payments capability
  2. Improved connection creation screen
BUG FIXES:
  1. Re-run all feature on erroneous automation run is restored
  2. Fixed bug related to erroneous company count associated with Affiliate

v1.0.1 Beta

IMPROVEMENTS
  1. Corrected QuickBooks Desktop logo (to adhere to logo guidelines from Intuit)

v1.0.0 Beta

Alert
INITIAL RELEASE
MAJOR FEATURES:
  • (ADDED) Enabled QuickBooks Online Integration
IMPROVEMENTS:
  • Improved Trial Balance Export report for QuickBooks Desktop
  • Automatically show payments in Billing module when any subscription changes are done manually on Stripe
  • Enable users to select sheet in case of Excel upload
  • Show Owner of the company in the Team module
  • Enable users to download data on "Preview" screen to Excel
BUG FIXES:
  • (FIXED) Squashed a small bug where the update message was showing up for users with the "Update app when Beta version is available" was checked.
We would love to hear from you! Please submit Feedback or  Bug Report


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