Connect ZipBooks and KwesForms to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Created
runs when New Form Created
Do thisActions
Action is the task that follows automatically within your ZipBooks integrations.
Get Contacts
Retrieve a list of contacts.
Get Estimates
Get your estimates to review, report on, or use in other workflows.
Get all invoices
Get all invoices from ZipBooks.
Get All Websites
Retrieve all websites in your account.
Get Website Details
Get detailed information for a specific website.
Create Website
Create a new website with a given name.
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Frequently Asked Questions
To start, connect both your ZipBooks and KwesForms accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in KwesForms (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in KwesForms. This includes choosing which data fields go into which fields of KwesForms, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and KwesForms 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 KwesForms. 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 KwesForms
KwesForms is a powerful tool for creating and managing forms with ease. It offers advanced features like form validation, spam protection, and seamless integration with various platforms, making it ideal for businesses and developers looking to streamline their data collection processes.
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