Connect Document360 and ZipBooks to Build Intelligent Automations
Enable Integrations or automations with these events of Document360 and ZipBooks
Enable Integrations or automations with these events of Document360 and ZipBooks
Actions
Create a Document
Creates a new document
Update a Document
Updates the details of the document by it's id.
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.
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Frequently Asked Questions
To start, connect both your Document360 and ZipBooks accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in ZipBooks (or vice versa).
Absolutely. You can customize how Document360 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 Document360 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 Document360 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 Document360
Document360 is a knowledge base software that helps to create, collaborate, and publish a self-service knowledge base for your products or services with ease.
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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