Connect ZipBooks and Cliengo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ZipBooks
Choose an Action
Automatically do this!
Create Customer
Search Agent
Update Customer
Search Customer
List Account
List Account Payments
List Account Plan
List Sites
List Contacts
List Contact Count
List Contact Countsales
List LastWeek Contact Stats
List NewContacts By Day
List ContactStatsByLastTime
List Users
List Plans
Ready to use ZipBooks and Cliengo automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer/Contact
Triggers when a new contact/customer is created
Updated Customer
Triggers when a new customer is created or updated
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 Customer
creates a new customer
Search Agent
Search a agent
Update Customer
Update an existing custome
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Frequently Asked Questions
To start, connect both your ZipBooks and Cliengo accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Cliengo (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Cliengo. This includes choosing which data fields go into which fields of Cliengo, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Cliengo 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 Cliengo. 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 Cliengo
Cliengo is a powerful chatbot and customer relationship management (CRM) tool designed to help businesses automate their customer service and sales processes. By integrating Cliengo into your workflow, you can enhance customer engagement, streamline communication, and improve overall efficiency.
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