Connect SmartSurvey and ZipBooks to Build Intelligent Automations

Choose a Trigger

SmartSurvey

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.

New Response

New Response

Triggers when a survey has a new response.

Request a new Trigger for SmartSurvey

Do thisActions

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

Create Contact

Create Contact

Creates a contact within a contact list.

Create Contact List

Create Contact List

Create a new contact list.

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.

Request a new Action for SmartSurvey

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Frequently Asked Questions

How do I start an integration between SmartSurvey and ZipBooks?

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

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

Absolutely. You can customize how SmartSurvey 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 SmartSurvey and ZipBooks?

The data sync between SmartSurvey 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 SmartSurvey 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 SmartSurvey and ZipBooks?

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

SmartSurvey

About SmartSurvey

SmartSurvey is an online survey tool that allows users to create, distribute, and analyze surveys easily. It provides a range of templates and customization options to gather valuable insights and feedback from respondents.

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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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