Connect ZipBooks and Graphy to Build Intelligent Automations

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ZipBooks

When this happens...

Choose an Action

Graphy

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Ready to use ZipBooks and Graphy automations

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

New Learner is created

New Learner is created

Triggers when a learner is created

New Success Transaction

New Success Transaction

Triggers when the process of purchase transaction is complete

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

Enroll Learner to Course

Enroll Learner to Course

Enroll a learner to a course by email ID

Unenroll Learner from Course

Unenroll Learner from Course

Unenroll a Lerner from Course using email ID

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Frequently Asked Questions

How do I start an integration between ZipBooks and Graphy?

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

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

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

How often does the data sync between ZipBooks and Graphy?

The data sync between ZipBooks and Graphy 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 Graphy?

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 Graphy?

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

About Graphy

Graphy is a platform that enables creators to build and sell interactive courses. It provides tools for video hosting, quizzes, and community engagement, allowing creators to offer a comprehensive learning experience.

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