Connect ZipBooks and Recruit CRM to Build Intelligent Automations

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ZipBooks

When this happens...

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Recruit CRM

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Ready to use ZipBooks and Recruit CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact Is Added

New Contact Is Added

Runs when new contact is added

Call Log Added

Call Log Added

Triggers when a new call log is added.

Call Log Updated

Call Log Updated

Triggers when a new call log is updated

Candidate Assigned

Candidate Assigned

Triggers when a candidate is assigned to a job.

Candidate Added

Candidate Added

Triggers when a new candidate is added.

Candidate Applied Through Job Page

Candidate Applied Through Job Page

Trigger when a new candidate applied through jobs page.

Do thisActions

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

List Contacts

List Contacts

Get your ZipBooks contacts

List All Estimates

List All Estimates

Retrieve all estimates

List All Invoices

List All Invoices

Retrieve all invoices

Calculate VAT Return

Calculate VAT Return

Calculate VAT & invoice totals

Add Note

Add Note

Creates a new note

Add Hostlist

Add Hostlist

Creates a new hostlist

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Frequently Asked Questions

How do I start an integration between ZipBooks and Recruit CRM?

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).

Can we customize how data from ZipBooks is recorded in Recruit CRM?

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.

How often does the data sync between ZipBooks and Recruit CRM?

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.

Can I filter or transform data before sending it from ZipBooks to Recruit CRM?

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 Recruit CRM?

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

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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Recruit CRM

About Recruit CRM

Recruite 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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