Connect ZipBooks and CallHub to Build Intelligent Automations
Ready to use ZipBooks and CallHub automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Agent Activated
Triggers when an agent activates his account to make calls for call center campaigns in your CallHub account.
New Note Added
Triggers when a new note is added by an agent for any call center campaign in your CallHub account.
New Text Message Received
Triggers when you receive a text message for any SMS campaign in your CallHub account.
Transfer Digit Pressed
Triggers when the transfer digit is pressed in a voice broadcast campaign
Do thisActions
Action is the task that follows automatically within your ZipBooks integrations.
Get contacts
Retrieve a page of contacts.
Get estimates
Get your estimates for review, reporting, or use in other workflows.
Get invoices
Retrieve a page of invoices from ZipBooks.
Create Contact
Add a new contact to CallHub.
Invite an agent
Create a new agent account and send them an invitation email.
Update a contact
Update a contact in CallHub using their phone number or contact ID.
Know More About Zipbooks and Callhub Integrations
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Frequently Asked Questions
To start, connect both your ZipBooks and CallHub accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in CallHub (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in CallHub. This includes choosing which data fields go into which fields of CallHub, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and CallHub 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 CallHub. 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 CallHub
CallHub is a comprehensive communication platform designed to streamline and enhance your outreach efforts. It offers a suite of tools for voice and SMS broadcasting, call center management, and peer-to-peer texting, making it ideal for businesses, political campaigns, and non-profits looking to engage with their audience effectively.
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