Connect ZipBooks and Easybroker to Build Intelligent Automations

Choose a Trigger

ZipBooks

When this happens...

Choose an Action

Easybroker

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact Is Added

New Contact Is Added

Runs when new contact is added

Contact Is Created Or Updated

Contact Is Created Or Updated

Runs when contact is new/updated

New Contact Request

New Contact Request

Triggers when a new contact request is created in EasyBroker.

Property Created or Updated

Property Created or Updated

Runs when property changes

Request a new Trigger for ZipBooks

Do thisActions

Action is the task that follows automatically within your ZipBooks integrations.

List Contacts

List Contacts

Get your ZipBooks contacts

List All Estimates

List All Estimates

Retrieve all estimates

List All Invoices

List All Invoices

Retrieve all invoices

Calculate VAT Return

Calculate VAT Return

Calculate VAT & invoice totals

List Contacts

List Contacts

Get all EasyBroker contacts

Create a Contact Request

Create a Contact Request

Creates a Contact Request in your EasyBroker account for a lead.

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Frequently Asked Questions

How do I start an integration between ZipBooks and Easybroker?

To start, connect both your ZipBooks and Easybroker accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Easybroker (or vice versa).

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

Absolutely. You can customize how ZipBooks data is recorded in Easybroker. This includes choosing which data fields go into which fields of Easybroker, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ZipBooks and Easybroker?

The data sync between ZipBooks and Easybroker 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 Easybroker?

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 Easybroker?

Yes, you can set conditional logic to control the flow of data between ZipBooks and Easybroker. 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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Easybroker

About Easybroker

The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.

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