Connect ZipBooks and Browse AI to Build Intelligent Automations

Choose a Trigger

ZipBooks

When this happens...

Choose an Action

Browse AI

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Tasks

New Tasks

Triggers when a task is finished successfully.

Table Export

Table Export

Triggers when a table export successfully .

Request a new Trigger for ZipBooks

Do thisActions

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

new contact is created

new contact is created

runs when new contact is created

Get estimates

Get estimates

Get your estimates so you can review them or use them in other workflows.

Get invoices

Get invoices

Retrieve a page of invoices from ZipBooks.

Bulk Run Tasks

Bulk Run Tasks

Bulk runs up to 50,000 tasks using a robot.

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Frequently Asked Questions

How do I start an integration between ZipBooks and Browse AI?

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

Can we customize how data from ZipBooks is recorded in Browse AI?

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

How often does the data sync between ZipBooks and Browse AI?

The data sync between ZipBooks and Browse AI 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 ZipBooks to Browse AI?

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 ZipBooks and Browse AI?

Yes, you can set conditional logic to control the flow of data between ZipBooks and Browse AI. 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.

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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Browse AI

About Browse AI

Browse.ai is a powerful tool designed to automate web data extraction and monitoring. It allows users to easily capture and track data from websites without the need for coding, making it ideal for businesses and individuals looking to streamline their data collection processes.

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