When this happens...

Automatically do this!
Create Job
Create Quote
Retrieve Job
Create Supplier
Create Enquiries
Create Note
Create Invoice
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new job is created in Ascora.
Triggers when the status of a job is updated in Ascora.
Triggers when new Enquiry Created.
Triggers when Enquiry Modified.
Triggers when new Customer Modified.
Trigger when new QuoteCreated.
Action is the task that follows automatically within your ZipBooks integrations.
runs when new contact is created
Get your estimates so you can review them or use them in other workflows.
Retrieve a page of invoices from ZipBooks.
Creates a new job in Ascora.
Creates a new Quotation.
Retrieving a Job based on Job Number

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ZipBooks and Ascora accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Ascora (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Ascora. This includes choosing which data fields go into which fields of Ascora, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Ascora 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 Ascora. 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 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 MoreAscora is a comprehensive job management software designed to streamline operations for trades and service businesses. It offers features such as scheduling, quoting, invoicing, and customer management, making it an essential tool for businesses looking to enhance productivity and efficiency.
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