Connect ZipBooks and Pulse CRM to Build Intelligent Automations
Enable Integrations or automations with these events of ZipBooks and Pulse CRM
Enable Integrations or automations with these events of ZipBooks and Pulse CRM
Actions
Get contacts
Retrieve a page of contacts.
Get estimates
Get your estimates for review, reporting, or use in other workflows.
Get invoices
Retrieve a page of invoices from ZipBooks.
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Frequently Asked Questions
To start, connect both your ZipBooks and Pulse CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Pulse CRM (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Pulse CRM. This includes choosing which data fields go into which fields of Pulse CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Pulse 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 Pulse 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.
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About Pulse CRM
Gets all contacts from your Pulse CRM account. Requires Pulse Pro subscription, use token provided in account to connect.
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