Connect Qminder and ZipBooks to Build Intelligent Automations
Choose a Trigger
When this happens...
Add visitor to queue
visitor checks in
Mark visitor as served
Choose an Action
Automatically do this!
new contact is created
Get estimates
Get invoices
Ready to use Qminder and ZipBooks automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Add visitor to queue
Triggers when a new visitor is added.
visitor checks in
runs when visitor checks in
Mark visitor as served
Set a visitor's status to 'served' in Qminder to update the queue and record service completion.
Do thisActions
Action is the task that follows automatically within your Qminder integrations.
Add visitor to line
Add a visitor to the selected line so they join the location's queue.
new contact is created
runs when new contact is created
Get estimates
Get your estimates so you can review them or use them in other workflows.
Get invoices
Retrieve a page of invoices from ZipBooks.
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Frequently Asked Questions
To start, connect both your Qminder and ZipBooks accounts to viaSocket. Once connected, you can set up a workflow where an event in Qminder triggers actions in ZipBooks (or vice versa).
Absolutely. You can customize how Qminder 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 Qminder 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 Qminder 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 Qminder
Qminder is a queue management system designed to streamline customer service and improve the waiting experience. It helps businesses manage queues efficiently, providing real-time data and insights to enhance customer satisfaction.
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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