
When this happens...
New Contact Is Added
Automatically do this!
Add Note
Add Hostlist
Assign Candidate
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new contact is added
Triggers when a new call log is added.
Triggers when a new call log is updated
Triggers when a candidate is assigned to a job.
Triggers when a new candidate is added.
Trigger when a new candidate applied through jobs page.
Action is the task that follows automatically within your ZipBooks integrations.
Get your ZipBooks contacts
Retrieve all estimates
Retrieve all invoices
Calculate VAT & invoice totals
Creates a new note
Creates a new hostlist
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To start, connect both your ZipBooks and Recruit CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Recruit CRM (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Recruit CRM. This includes choosing which data fields go into which fields of Recruit CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Recruit 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 Recruit 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.
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 MoreRecruite CRM is a comprehensive recruitment management platform designed to streamline the hiring process for businesses of all sizes. It offers tools for managing candidate pipelines, automating recruitment workflows, and enhancing collaboration among hiring teams. With its user-friendly interface and robust features, Recruite CRM helps organizations efficiently manage their recruitment activities and improve their talent acquisition strategies.
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