Connect ZipBooks and Rev AI to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Is Added
Choose an Action
Automatically do this!
Submit Topic Extraction Job
Delete Topic Extraction
Submit Sentiment Analysis
Delete Submit Sentiment Analysis
Submit Force Alignment Job
Delete Submit Force Alignment Job
Ready to use ZipBooks and Rev AI 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 Topic Extraction
Trigger when new topic extraction is created.
New Submit Sentiment Analysis
Trigger when new submit analysis .
New Force Alignment Job
Trigger when new force alignment is 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
Submit Topic Extraction Job
Starts an asynchronous job to extract topics from a transcript.
Delete Topic Extraction
Delete an existing topic extraction.
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Frequently Asked Questions
To start, connect both your ZipBooks and Rev AI accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Rev AI (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Rev AI. This includes choosing which data fields go into which fields of Rev AI, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Rev AI 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 Rev AI. 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 Rev AI
Rev is an audio transcription service that uses human beings to transcribe English audio or video into text.
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