Connect ZipBooks and FuseDesk to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ZipBooks
Choose an Action
Automatically do this!
Create Contact
Create FuseDesk Case
Update Contact
Update FuseDesk Case
Find a Contact
List Case
List Unassigned Emails
List Trashed Emails
List All Reps
List Case Tags
List Active Departments
List Departments
List Archived Departments
List Webhooks
List Chats
Ready to use ZipBooks and FuseDesk automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Updated
Triggers when a contact is updated in FuseDesk
Contact Created
Triggers when a contact is created in FuseDesk
Case Created
Triggers when a new FuseDesk case is created.
Case Updated
Triggers when a new FuseDesk case is updated.
Case Closed
Triggers when a FuseDesk case has been resolved and marked as Closed
Department Added
Triggers when a Department is Added.
Do thisActions
Action is the task that follows automatically within your ZipBooks integrations.
Get Contacts
Retrieve a list 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 Contact
Creates a Contact
Create FuseDesk Case
Create a new FuseDesk Case
Update Contact
Updates a Contact
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Frequently Asked Questions
To start, connect both your ZipBooks and FuseDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in FuseDesk (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in FuseDesk. This includes choosing which data fields go into which fields of FuseDesk, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and FuseDesk 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 FuseDesk. 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 FuseDesk
FuseDesk is an integrated Help Desk and Messaging Platform for sales and customer support case management.
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