Connect Cognito Forms and ZipBooks to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Cognito Forms
Choose an Action
Automatically do this!
Get Contacts
Get Estimates
Get all invoices
Enable Integrations or automations with these events of Cognito Forms and ZipBooks
Enable Integrations or automations with these events of Cognito Forms and ZipBooks
Actions
List forms
Get a list of all forms in your Cognito Forms account.
Create form entry
Create a new submission in the selected Cognito Form to save the respondent's details.
Delete entry
Delete an entry from Cognito Forms.
Get Document
Retrieve the document created from a Cognito Forms entry so you can save or share it.
Get form entry
Retrieve a single entry from a Cognito form to view its submitted responses.
Get Contacts
Retrieve a list of contacts.
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Frequently Asked Questions
To start, connect both your Cognito Forms and ZipBooks accounts to viaSocket. Once connected, you can set up a workflow where an event in Cognito Forms triggers actions in ZipBooks (or vice versa).
Absolutely. You can customize how Cognito Forms 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 Cognito Forms 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 Cognito Forms 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 Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
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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