Connect BuildBetter and ZarMoney to Build Intelligent Automations
Choose a Trigger
When this happens...
New Call Is Added
Choose an Action
Automatically do this!
Create a class
Update a Class
Create a taxTypes
Add a customer
Update a customer
Create a Vendor
Find a Vendor
Find a customer
Delete a customer
Delete a vendor
Find or Create vendor
Find or Create Customer
Create a financial Account
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Call Is Added
Runs when new call is added
Do thisActions
Action is the task that follows automatically within your BuildBetter integrations.
Get Call
Get call details by Call ID.
Get Call Attendees
Get the names and emails of people who attended a specific call.
Get Call Summaries
Get full AI-generated summaries for a specific call.
Create a class
create a class.
Update a Class
Update a Class
Create a taxTypes
Create a taxTypes.
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Frequently Asked Questions
To start, connect both your BuildBetter and ZarMoney accounts to viaSocket. Once connected, you can set up a workflow where an event in BuildBetter triggers actions in ZarMoney (or vice versa).
Absolutely. You can customize how BuildBetter data is recorded in ZarMoney. This includes choosing which data fields go into which fields of ZarMoney, setting up custom formats, and filtering out unwanted information.
The data sync between BuildBetter and ZarMoney 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 BuildBetter and ZarMoney. 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 BuildBetter
BuildBetter is an innovative AI-driven platform designed to enhance productivity and streamline project management processes. It leverages advanced artificial intelligence to provide insights, automate tasks, and improve team collaboration, making it an essential tool for modern businesses.
Learn MoreAbout ZarMoney
ZarMoney is a comprehensive accounting software solution designed to streamline financial management for businesses of all sizes. It offers features such as invoicing, billing, expense tracking, and financial reporting, making it an ideal tool for managing your company's finances efficiently.
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