Connect ZipBooks and Guidebook to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Is Added
Choose an Action
Automatically do this!
Update a Guide
Create a Custom List Item
Create a Custom List
Create Menu Item
Create Attendees
Connect Item to Main Custom List
Create a Session
Update a Session
Delete a Session
Create a Folder
Create Schedule Track
Create Video
Create Webviews
Create Location
Create Question Set
Ready to use ZipBooks and Guidebook automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
New Guide
Trigger when a new guide is created.
New Attendee(s)
Trigger when a new new attendee is created.
New Menu Item
Trigger when new menu item is created.
New Custom List
Trigger when a new custom list is created.
New Custom List Item(s)
Trigger when a new custom list item(s) created
Do thisActions
Action is the task that follows automatically within your ZipBooks integrations.
List Contacts
Get your ZipBooks contacts
List All Estimates
Retrieve all estimates
List All Invoices
Retrieve all invoices
Calculate VAT Return
Calculate VAT & invoice totals
Update a Guide
Update an existing guide
Create a Custom List Item
Creates a Custom List Item for your Guide.
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Frequently Asked Questions
To start, connect both your ZipBooks and Guidebook accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Guidebook (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Guidebook. This includes choosing which data fields go into which fields of Guidebook, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Guidebook 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 Guidebook. 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 Guidebook
Guide Book is a comprehensive digital platform that provides tools for creating mobile guides and personalized content delivery, helping organizations engage their audiences effectively.
Learn More
