Connect ZipBooks and Zoho cliq to Build Intelligent Automations
Ready to use ZipBooks and Zoho cliq automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message
Triggers when a new message is sent/received.
Do thisActions
Action is the task that follows automatically within your ZipBooks integrations.
Get Contacts
Retrieve a list of contacts.
Get Estimates
Get your estimates to review, report on, or use in other workflows.
Get all invoices
Get all invoices from ZipBooks.
Broadcast a Bot Message
Send a message to all subscribers of a bot
Send Channel Message
Send a message to a specific channel.
Know More About Zipbooks and Zoho Cliq Integrations
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Frequently Asked Questions
To start, connect both your ZipBooks and Zoho cliq accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Zoho cliq (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Zoho cliq. This includes choosing which data fields go into which fields of Zoho cliq, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Zoho cliq typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ZipBooks and Zoho cliq. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ZipBooks
ZipBooks is a modern online accounting and invoicing platform designed for small businesses and freelancers. With the ZipBooks API, you can automate financial workflows such as managing contacts, invoices, estimates, and other accounting data directly from your automation flows. This integration allows you to securely connect your ZipBooks account and programmatically fetch or manage business data, enabling seamless synchronization with CRMs, spreadsheets, reporting tools, and other business applications.
Learn MoreAbout Zoho cliq
Zoho Recruit is a comprehensive recruiting platform that helps streamline the hiring process, from tracking applicants to managing interviews.
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