Connect ZipBooks and GorillaDesk to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ZipBooks
Choose an Action
Automatically do this!
Add a Customer
Add a Lead
Add a Booking
Get Company
List Users
List Customer
List Phone Type
Ready to use ZipBooks and GorillaDesk automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is created.
Updated Customer
Trigger when an existing customer is updated.
Do thisActions
Action is the task that follows automatically within your ZipBooks integrations.
List Contacts
Retrieve a list of contacts.
List All Estimates
retrieves all estimates.
List All Invoices
Get all invoices from account
Add a Customer
Adds a new customer to GorillaDesk.
Add a Lead
Adds a new lead to GorillaDesk.
Add a Booking
Adds a new event inside GorillaDesk with the status pending booking on the schedule.
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Frequently Asked Questions
To start, connect both your ZipBooks and GorillaDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in GorillaDesk (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in GorillaDesk. This includes choosing which data fields go into which fields of GorillaDesk, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and GorillaDesk 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 GorillaDesk. 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 GorillaDesk
GorillaDesk is a comprehensive field service management software designed to streamline operations for service-based businesses. It offers features such as scheduling, invoicing, customer management, and reporting to enhance productivity and efficiency.
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