Connect Signable and ZipBooks to Build Intelligent Automations

Choose a Trigger

Signable

When this happens...

Choose an Action

ZipBooks

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Send Envelope

Send Envelope

Triggers when a envelope is send.

Add Contact

Add Contact

Triggers when a new contact is add.

Cancel Envelope

Cancel Envelope

Triggers when an envelope is canceled

Envelope Opened

Envelope Opened

Triggers when an envelope is open.

Envelope Signed

Envelope Signed

Triggers when an envelope is signed.

Envelope Reject

Envelope Reject

Triggers when envelope is rejected

Do thisActions

Action is the task that follows automatically within your Signable integrations.

Send an Envelope using a Template

Send an Envelope using a Template

Send an Envelope using a Template.

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 Signable and ZipBooks?

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

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

Absolutely. You can customize how Signable 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 Signable and ZipBooks?

The data sync between Signable 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 Signable 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 Signable and ZipBooks?

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

Signable

About Signable

Signable is a digital signature platform that allows users to send, sign, and manage documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to handle contracts, agreements, and other important documents.

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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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