
When this happens...

Automatically do this!
Get Contacts
Get Estimates
Get all invoices
Enable Integrations or automations with these events of SMS Partner and ZipBooks
Send SMS messages to one or more phone numbers immediately or at a scheduled time.
Cancel a previously scheduled SMS using its Message ID.
Create a new contact within a group.
Retrieve a list of contacts.
Get your estimates to review, report on, or use in other workflows.
Get all invoices from ZipBooks.

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To start, connect both your SMS Partner and ZipBooks accounts to viaSocket. Once connected, you can set up a workflow where an event in SMS Partner triggers actions in ZipBooks (or vice versa).
Absolutely. You can customize how SMS Partner data is recorded in ZipBooks. This includes choosing which data fields go into which fields of ZipBooks, setting up custom formats, and filtering out unwanted information.
The data sync between SMS Partner and ZipBooks 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 SMS Partner and ZipBooks. 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.
SMS Partner is a robust platform for managing and sending SMS communications, ideal for businesses looking to enhance their customer engagement and communication strategies.
Learn MoreZipBooks 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.
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