Connect Robolly and ZipBooks to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Robolly
Choose an Action
Automatically do this!
new contact is created
Get estimates
Get invoices
Enable Integrations or automations with these events of Robolly and ZipBooks
Enable Integrations or automations with these events of Robolly and ZipBooks
Actions
List Templates
Number field for pagination page
List Renders
List all renders.
Search Template Elements
Get template elements.
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.
Explore more automations built by businesses and experts
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Robolly and ZipBooks accounts to viaSocket. Once connected, you can set up a workflow where an event in Robolly triggers actions in ZipBooks (or vice versa).
Absolutely. You can customize how Robolly 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 Robolly 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 Robolly 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 Robolly
Robolly is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers a suite of AI-driven tools designed to automate tasks, improve decision-making, and optimize business processes.
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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