Connect ZipBooks and Sales Play to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Is Added
Choose an Action
Automatically do this!
Find Categories
Create or update a category
Find Products
Create or update a SingleProduct
Ready to use ZipBooks and Sales Play 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
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
Find Categories
Find the list of categories from SalesPlay POS.
Create or update a category
create or update a category from SalesPlay POS.
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Frequently Asked Questions
To start, connect both your ZipBooks and Sales Play accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Sales Play (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Sales Play. This includes choosing which data fields go into which fields of Sales Play, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Sales Play 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 Sales Play. 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 Sales Play
SalesPlay is a comprehensive cloud-based point of sale (POS) system designed to streamline sales processes, manage inventory, and enhance customer experiences. Ideal for businesses of all sizes, SalesPlay offers robust features including real-time sales tracking, detailed reporting, and seamless integration with various payment gateways.
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