Connect Freshservice and ZipBooks to Build Intelligent Automations

Choose a Trigger

Freshservice

When this happens...

Choose an Action

ZipBooks

Automatically do this!

Enable Integrations or automations with these events of Freshservice and ZipBooks

Enable Integrations or automations with these events of Freshservice and ZipBooks

Actions

Create Requestor

Create Requestor

Allows you to create a Requester in Freshservice for your support domain.

Add Notes to a Ticket

Add Notes to a Ticket

Creates a ticket approval request.

Create Ticket

Create Ticket

Create a Freshservice support ticket with subject, description, requester email, priority, status, and optional fields.

Get Contacts

Get Contacts

Retrieve a list of contacts.

Get estimates

Get estimates

Get your estimates for review, reporting, or use in other workflows.

Get invoices

Get invoices

Retrieve a page of invoices from ZipBooks.

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Frequently Asked Questions

How do I start an integration between Freshservice and ZipBooks?

To start, connect both your Freshservice and ZipBooks accounts to viaSocket. Once connected, you can set up a workflow where an event in Freshservice triggers actions in ZipBooks (or vice versa).

Can we customize how data from Freshservice is recorded in ZipBooks?

Absolutely. You can customize how Freshservice 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.

How often does the data sync between Freshservice and ZipBooks?

The data sync between Freshservice and ZipBooks typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Freshservice to ZipBooks?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Freshservice and ZipBooks?

Yes, you can set conditional logic to control the flow of data between Freshservice 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.

Freshservice

About Freshservice

Integrate with Freshservice to streamline IT services and manage incidents, changes, assets, and more efficiently.

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ZipBooks

About 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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