Connect ZipBooks and Sales Play to Build Intelligent Automations

Choose a Trigger

ZipBooks

When this happens...

Choose an Action

Sales Play

Automatically do this!

Enable Integrations or automations with these events of ZipBooks and Sales Play

Enable Integrations or automations with these events of ZipBooks and Sales Play

Actions

Get contacts

Get contacts

Retrieve a page of contacts.

Get estimates

Get estimates

Get your estimates for review, reporting, or use in other workflows.

Get invoices

Get invoices

Retrieve a page of invoices from ZipBooks.

Find Categories

Find Categories

Find the list of categories from SalesPlay POS.

Create or update a category

Create or update a category

create or update a category from SalesPlay POS.

Find Products

Find Products

Find products available in SalesPlay POS.

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between ZipBooks and Sales Play?

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).

Can we customize how data from ZipBooks is recorded in Sales Play?

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.

How often does the data sync between ZipBooks and Sales Play?

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.

Can I filter or transform data before sending it from ZipBooks to Sales Play?

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 Sales Play?

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.

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.

Learn More
Sales Play

About 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.

Learn More