Connect ZipBooks and NetHunt CRM to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
Trigger when a new record created.
New Comment
Trigger when new comment is created.
New Call Logs
Trigger when new call logs created.
Updated Record
Trigger when record updated.
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 Record
Create a new record
Update Record
Update a record
Delete Record
Delete a record
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Frequently Asked Questions
To start, connect both your ZipBooks and NetHunt CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in NetHunt CRM (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in NetHunt CRM. This includes choosing which data fields go into which fields of NetHunt CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and NetHunt 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 NetHunt 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 NetHunt CRM
NetHunt CRM is a customer relationship management system for Gmail and Google Apps.
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