When this happens...

Automatically do this!
Create Segment
Delete Segment
Delete Contact
Enable Integrations or automations with these events of ZipBooks and Highperformr Ai
runs when new contact is created
Get your estimates so you can review them or use them in other workflows.
Retrieve a page of invoices from ZipBooks.
Create a named contact segment using provided conditions and optional description to group contacts for targeting and analysis.
Delete a segment by its ID and return a confirmation message.
Removes the contact identified by the given Contact ID from Highperformr.
Explore more automations built by businesses and experts

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ZipBooks and Highperformr Ai accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Highperformr Ai (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Highperformr Ai. This includes choosing which data fields go into which fields of Highperformr Ai, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Highperformr Ai 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 Highperformr Ai. 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 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 MoreHighperformr Ai is a cutting-edge platform designed to enhance business performance through advanced AI tools. It offers solutions for optimizing workflows, improving decision-making, and driving innovation across various industries.
Learn More