Connect ZipBooks and Ascora to Build Intelligent Automations

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ZipBooks

When this happens...

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Ascora

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Job

New Job

Triggers when a new job is created in Ascora.

Job Status Changed

Job Status Changed

Triggers when the status of a job is updated in Ascora.

New Enquiry

New Enquiry

Triggers when new Enquiry Created.

Enquiry Modified

Enquiry Modified

Triggers when Enquiry Modified.

Customer Modified

Customer Modified

Triggers when new Customer Modified.

Quote Created

Quote Created

Trigger when new QuoteCreated.

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.

Create Job

Create Job

Creates a new job in Ascora.

Create Quote

Create Quote

Creates a new Quotation.

Retrieve Job

Retrieve Job

Retrieving a Job based on Job Number

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Frequently Asked Questions

How do I start an integration between ZipBooks and Ascora?

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).

Can we customize how data from ZipBooks is recorded in Ascora?

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.

How often does the data sync between ZipBooks and Ascora?

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.

Can I filter or transform data before sending it from ZipBooks to Ascora?

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 Ascora?

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

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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Ascora

About Ascora

Ascora 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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