Enable Integrations or automations with these events of ZipBooks and kantataox
Retrieve a page of contacts.
Get your estimates for review, reporting, or use in other workflows.
Retrieve a page of invoices from ZipBooks.
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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 kantataox accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in kantataox (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in kantataox. This includes choosing which data fields go into which fields of kantataox, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and kantataox 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 kantataox. 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 MoreKantata OX project collaboration suite allows you to manage your business relationships, share files, and track project activity online from anywhere in the world. Within a project workspace in Kantata, you can agree on budget & schedule, track time, send invoices, get paid via PayPal, and complete work.
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