Connect ZipBooks and kape to Build Intelligent Automations

Choose a Trigger

ZipBooks

When this happens...

Choose an Action

kape

Automatically do this!

Enable Integrations or automations with these events of ZipBooks and kape

Enable Integrations or automations with these events of ZipBooks and kape

Actions

Get Contacts

Get Contacts

Retrieve a list of contacts.

Get estimates

Get estimates

Get your estimates for review, reporting, or use in other workflows.

Get invoices

Get invoices

Retrieve a page of invoices from ZipBooks.

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Frequently Asked Questions

How do I start an integration between ZipBooks and kape?

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

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

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

How often does the data sync between ZipBooks and kape?

The data sync between ZipBooks and kape 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 kape?

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 kape?

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

About kape

Kape is a Sales Conversion App that helps Sales Representatives to follow-up leads and convert them into clients quickly with responsive actions, to increase conversion rate, and improve profits.

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