Connect Leexi and ZipBooks to Build Intelligent Automations

Choose a Trigger

Leexi

When this happens...

Choose an Action

ZipBooks

Automatically do this!

Enable Integrations or automations with these events of Leexi and ZipBooks

Enable Integrations or automations with these events of Leexi and ZipBooks

Actions

Create a Meeting Event

Create a Meeting Event

Create a meeting event.

Get Contacts

Get Contacts

Retrieve a list of contacts.

Get Estimates

Get Estimates

Get your estimates to review, report on, or use in other workflows.

Get all invoices

Get all invoices

Get all invoices from ZipBooks.

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Frequently Asked Questions

How do I start an integration between Leexi and ZipBooks?

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

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

Absolutely. You can customize how Leexi 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 Leexi and ZipBooks?

The data sync between Leexi 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 Leexi 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 Leexi and ZipBooks?

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

Leexi

About Leexi

Leexi is an advanced AI-powered platform designed to enhance productivity and streamline workflows through intelligent automation and data analysis. It leverages cutting-edge artificial intelligence to provide insights and automate tasks, making it an essential tool for businesses looking to optimize their operations.

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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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