Connect ZipBooks and Microsoft Dynamics CRM to Build Intelligent Automations
Ready to use ZipBooks and Microsoft Dynamics CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
New Case/Incident
Triggers when new case/incident created
New Invoice
Triggers when new invoice is created
New Lead
Triggers when new lead is created
New Opportunity
Triggers when new opportunity is craeted
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 for review, reporting, or use in other workflows.
Get invoices
Retrieve a page of invoices from ZipBooks.
Create Account
Creates a new account
Create Contact
Creates a new contact
Create Opportunity
Creates a new opportunity
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Step by step guides to integrate ZipBooks and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your ZipBooks and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Microsoft Dynamics CRM. This includes choosing which data fields go into which fields of Microsoft Dynamics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Microsoft Dynamics CRM 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 Microsoft Dynamics CRM. 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 Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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