Connect ZarMoney and CB Insights to Build Intelligent Automations

Choose a Trigger

ZarMoney

When this happens...

Choose an Action

CB Insights

Automatically do this!

Enable Integrations or automations with these events of ZarMoney and CB Insights

Enable Integrations or automations with these events of ZarMoney and CB Insights

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 CB Insights?

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

Can we customize how data from ZarMoney is recorded in CB Insights?

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

How often does the data sync between ZarMoney and CB Insights?

The data sync between ZarMoney and CB Insights 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 CB Insights?

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 CB Insights?

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

About CB Insights

The CB Insights market intelligence platform analyzes data points on venture capital, startups, patents, partnerships and tech news.

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