Connect ZarMoney and autopilot to Build Intelligent Automations

Choose a Trigger

ZarMoney

When this happens...

Choose an Action

autopilot

Automatically do this!

Enable Integrations or automations with these events of ZarMoney and autopilot

Enable Integrations or automations with these events of ZarMoney and autopilot

Actions

Create a class

Create a class

create a class.

Update a Class

Update a Class

Update a Class

Create a taxTypes

Create a taxTypes

Create a taxTypes.

Add a customer

Add a customer

Create a customer.

Update a customer

Update a customer

Update a customer.

Create a Vendor

Create a Vendor

Create a Vendor.

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Frequently Asked Questions

How do I start an integration between ZarMoney and autopilot?

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

Can we customize how data from ZarMoney is recorded in autopilot?

Absolutely. You can customize how ZarMoney data is recorded in autopilot. This includes choosing which data fields go into which fields of autopilot, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ZarMoney and autopilot?

The data sync between ZarMoney and autopilot 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 ZarMoney to autopilot?

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 ZarMoney and autopilot?

Yes, you can set conditional logic to control the flow of data between ZarMoney and autopilot. 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.

ZarMoney

About ZarMoney

ZarMoney is a comprehensive accounting software solution designed to streamline financial management for businesses of all sizes. It offers features such as invoicing, billing, expense tracking, and financial reporting, making it an ideal tool for managing your company's finances efficiently.

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autopilot

About autopilot

Autopilot Journeys is visual marketing software for automating customer journeys, to help companies acquire and nurture leads through email, web, SMS and direct mail.

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