Connect ZipBooks and JobNimbus to Build Intelligent Automations

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ZipBooks

When this happens...

Choose an Action

JobNimbus

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Ready to use ZipBooks and JobNimbus 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

Task Created Modified or Deleted

Task Created Modified or Deleted

Trigger when a new task is created, modified or deleted.

New Estimate

New Estimate

Trigger when New Estimate is created.

Invoice Sent

Invoice Sent

Trigger when a invoice status is changed to sent.

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

Create Contact

Create Contact

create a new contact within JobNimbus.

List All Contacts

List All Contacts

Retrieves the details of all contacts

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Frequently Asked Questions

How do I start an integration between ZipBooks and JobNimbus?

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

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

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

How often does the data sync between ZipBooks and JobNimbus?

The data sync between ZipBooks and JobNimbus 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 JobNimbus?

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 JobNimbus?

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

About JobNimbus

JobNimbus CRM + Project Management for the service industry.

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