Connect ZipBooks and Sendme to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ZipBooks
Choose an Action
Automatically do this!
Update Contact
Create Contact
Ready to use ZipBooks and Sendme automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New or Update Contact
Triggers when a contact is created or Updated.
Do thisActions
Action is the task that follows automatically within your ZipBooks integrations.
new contact is created
runs when new contact is created
Get estimates
Get your estimates so you can review them or use them in other workflows.
Get invoices
Retrieve a page of invoices from ZipBooks.
Update Contact
Update contact in Sendme.
Create Contact
Create contact in Sendme
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Frequently Asked Questions
To start, connect both your ZipBooks and Sendme accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Sendme (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Sendme. This includes choosing which data fields go into which fields of Sendme, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Sendme 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 Sendme. 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 Sendme
Sendme is a versatile platform designed to streamline your communication and file-sharing needs. Whether you're collaborating with a team or sharing important documents, Sendme ensures seamless and secure exchanges.
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