Connect ZipBooks and Delighted to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ZipBooks
Choose an Action
Automatically do this!
Get Response Metrics
List people in Autopilot
Getting Autopilot configuration
Find a person
Unsubscribe Person
Send Email Survey
Send SMS Survey
Add Person
Add Response
Remove peroson from email autopilot
Add person to email autopilot
Find Person
Ready to use ZipBooks and Delighted automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Response
Triggers when a new response is received in this delighted project
New Unsubscribe
Triggers when a person unsubscribes from delighted account
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.
Get Response Metrics
Provides your account metrics for a specific project.
List people in Autopilot
Retrieve all Autopilot memberships for a distribution platform in your project, or list the Autopilot membership for one specific person within a platform.
Getting Autopilot configuration
Retrieve the current Autopilot configuration for for the designated distribution platform.
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Frequently Asked Questions
To start, connect both your ZipBooks and Delighted accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Delighted (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Delighted. This includes choosing which data fields go into which fields of Delighted, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Delighted 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 Delighted. 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 Delighted
Delighted is a customer feedback platform that helps businesses gather and analyze customer satisfaction data through surveys and other feedback mechanisms.
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