Connect CallTrackingMetrics and ZipBooks to Build Intelligent Automations
Choose a Trigger
When this happens...
New Call Starts
Call Ends
Choose an Action
Automatically do this!
List Contacts
List All Estimates
List All Invoices
Ready to use CallTrackingMetrics and ZipBooks automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Call Starts
Runs when a new call starts.
Call Ends
Runs when a call ends.
New Contact Is Added
Runs when new contact is added
Do thisActions
Action is the task that follows automatically within your CallTrackingMetrics integrations.
Create Contact List
Creates a new contact list.
Send SMS
Sends an SMS message from your account to a specified phone number.
List Tracking Numbers
Lists tracking numbers with optional filters for number or name.
List Contacts
Get your ZipBooks contacts
List All Estimates
Retrieve all estimates
List All Invoices
Retrieve all invoices
Know More About Calltrackingmetrics and Zipbooks Integrations
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Frequently Asked Questions
To start, connect both your CallTrackingMetrics and ZipBooks accounts to viaSocket. Once connected, you can set up a workflow where an event in CallTrackingMetrics triggers actions in ZipBooks (or vice versa).
Absolutely. You can customize how CallTrackingMetrics 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 CallTrackingMetrics 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 CallTrackingMetrics 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.
About CallTrackingMetrics
Provides call tracking, dynamic number insertion, routing, recording, and multi-channel attribution to connect calls, texts, chats, and form fills to the marketing sources that drove them. Offers conversation intelligence (AI-driven transcription and analytics), a softphone, developer APIs, and native integrations (Google Ads, HubSpot, Salesforce) to sync call data across stacks.
Learn MoreAbout 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.
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