Connect ZipBooks and Facebook Messenger to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ZipBooks
Choose an Action
Automatically do this!
Send Message from Page
Send Receipt Template
Set Messenger Welcome Screen
Set Ice Breakers
Set Persistent Menu
Set Sender Actions
Send Generic Template
Get Messenger Profile Fields Details
Delete Messenger Profile Fields
Ready to use ZipBooks and Facebook Messenger automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message Sent to Page
Triggered when a new message is received from a user on Facebook Messenger sent from page.
Do thisActions
Action is the task that follows automatically within your ZipBooks integrations.
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.
Send Message from Page
Sends a message to a user from a page.
Send Receipt Template
The receipt template allows you to send an order confirmation as a structured message.The template may include an order summary, payment details, and shipping information.
Set Messenger Welcome Screen
Dropdown to choose which Messenger Profile property/properties to set (get_started, greeting, or both).
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Frequently Asked Questions
To start, connect both your ZipBooks and Facebook Messenger accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Facebook Messenger (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Facebook Messenger. This includes choosing which data fields go into which fields of Facebook Messenger, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Facebook Messenger 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 Facebook Messenger. 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 Facebook Messenger
Facebook Messenger is a popular communication platform that allows users to send messages, make voice and video calls, and share multimedia content with friends and family. It is integrated with Facebook, providing seamless connectivity and interaction with your social network.
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