Connect ZipBooks and Extracta.ai to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ZipBooks
Choose an Action
Automatically do this!
Create extraction
Update extraction
View Extraction
Delete Extraction
Upload Files
Get Extraction results
Enable Integrations or automations with these events of ZipBooks and Extracta.ai
Enable Integrations or automations with these events of ZipBooks and Extracta.ai
Actions
new contact is created
runs when new contact is created
Get estimates
Get your estimates so you can review them or use them in other workflows.
Get invoices
Retrieve a page of invoices from ZipBooks.
Create extraction
Create an extraction that captures specified fields from your documents.
Update extraction
Update an extraction's name, description, language, processing options, and fields.
View Extraction
Retrieve details for a specific extraction, including its name, language, options, status, and fields.
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Frequently Asked Questions
To start, connect both your ZipBooks and Extracta.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Extracta.ai (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Extracta.ai. This includes choosing which data fields go into which fields of Extracta.ai, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Extracta.ai 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 Extracta.ai. 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 Extracta.ai
Extracta.ai is a cutting-edge AI tool designed to streamline data extraction processes. It leverages advanced machine learning algorithms to efficiently extract, process, and analyze data from various sources, making it an invaluable asset for businesses looking to enhance their data-driven decision-making capabilities.
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