Connect ZipBooks and Respond.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Is Added
Choose an Action
Automatically do this!
Assign/Unassign Conversation
List All Users
List All Contacts
Create a Comment
Add Space Tag
Add Tags
Create Contact
Create Custom Field
Update Contact
Update Contact Lifecycle
Open/Close Conversation
Update Space Tag
Find Contact
List or Get Message
List Contact Channel
Delete Space Tag
Delete Contact
Send Message
Ready to use ZipBooks and Respond.io automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
New Contact
Triggers when new contact created.
Do thisActions
Action is the task that follows automatically within your ZipBooks integrations.
List Contacts
Get your ZipBooks contacts
List All Estimates
Retrieve all estimates
List All Invoices
Retrieve all invoices
Calculate VAT Return
Calculate VAT & invoice totals
Assign/Unassign Conversation
Updates the assignee of a specific contact. You can unassign the contact by leaving the assignee value empty.
List All Users
Retrieves the list of all users
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Frequently Asked Questions
To start, connect both your ZipBooks and Respond.io accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Respond.io (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Respond.io. This includes choosing which data fields go into which fields of Respond.io, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Respond.io 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 Respond.io. 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 Respond.io
respond.io unifies customer communication across instant messaging, web chat, and email for organizations that market, sell, and support.
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