Connect ZipBooks and OpnForm to Build Intelligent Automations

Choose a Trigger

ZipBooks

When this happens...

Choose an Action

OpnForm

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Submission Created

New Submission Created

Runs when new submission is created

Request a new Trigger for ZipBooks

Do thisActions

Action is the task that follows automatically within your ZipBooks integrations.

Get Contacts

Get Contacts

Retrieve a list of contacts.

Get Estimates

Get Estimates

Get your estimates to review, report on, or use in other workflows.

Get all invoices

Get all invoices

Get all invoices from ZipBooks.

Request a new Action for ZipBooks

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Frequently Asked Questions

How do I start an integration between ZipBooks and OpnForm?

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

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

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

How often does the data sync between ZipBooks and OpnForm?

The data sync between ZipBooks and OpnForm 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 OpnForm?

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 OpnForm?

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

About OpnForm

Opnform is a versatile platform designed to streamline the creation and management of online forms and surveys. It offers intuitive tools for building custom forms, collecting responses, and analyzing data efficiently.

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