Connect ZipBooks and ActiveTrail to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ZipBooks
Choose an Action
Automatically do this!
Delete a Group
Get single Automation
Get all Automations
Delete a Campaign
Delete a contact
Add Contact to Group
List Account Emails Sending Profiles
List Executive Reports
List Sent Campaigns
List Templates
List Order Fields Information
List Sms Messages
List Account's Mailing Lists
List User's Segmentations
List Sign-up Forms
List Landing Pages
List Contact
List Group
List Automations
Find Group
Find Contact
Send SMS Message
Create Contacts
Update contact
Ready to use ZipBooks and ActiveTrail automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Updated
Triggers when a contact record in ActiveTrail is updated.
Contact Unsubscribed
Triggers when a contact unsubscribes from receiving further emails.
Contact Removed From Group
Triggers when a contact is removed from a group (any group).
Contact Added via Signup Form
Triggers when a contact is added via a signup form.
Contact Added via Landing Page
Triggers when a contact is added via a landing page.
Contact Added to Group
Triggers when a contact is added to a group (any group)
Do thisActions
Action is the task that follows automatically within your ZipBooks integrations.
List Contacts
Retrieve a list of contacts.
List All Estimates
retrieves all estimates.
List All Invoices
Get all invoices from account
Delete a Group
Delete a Group by ID
Get single Automation
Get details of an Automation by ID
Get all Automations
Get a list of all Automations
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Frequently Asked Questions
To start, connect both your ZipBooks and ActiveTrail accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in ActiveTrail (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in ActiveTrail. This includes choosing which data fields go into which fields of ActiveTrail, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and ActiveTrail typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ZipBooks and ActiveTrail. 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.
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.
Learn MoreAbout ActiveTrail
ActiveTrail is an email marketing and automation platform that helps businesses create and send emails, manage campaigns, and automate marketing tasks to enhance customer engagement and conversion rates.
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