Connect ZipBooks and click2mail to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Is Added
Choose an Action
Automatically do this!
- Request a new Action for click2mail
Enable Integrations or automations with these events of ZipBooks and click2mail
Enable Integrations or automations with these events of ZipBooks and click2mail
Triggers
New Contact Is Added
Runs when new contact is added
Actions
List Contacts
Get your ZipBooks contacts
List All Estimates
Retrieve all estimates
List All Invoices
Retrieve all invoices
Calculate VAT Return
Calculate VAT & invoice totals
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Frequently Asked Questions
To start, connect both your ZipBooks and click2mail accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in click2mail (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in click2mail. This includes choosing which data fields go into which fields of click2mail, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and click2mail 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 click2mail. 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 click2mail
Click2Mail provides a printing and mailing service tool for you to add physical mail to your processes. Send everything from marketing letters to invoices, follow-up postcards, product alerts, and more.
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