Connect ZipBooks and SimpleKPI to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ZipBooks
Choose an Action
Automatically do this!
Add KPI entry
Update KPI entry
Enable Integrations or automations with these events of ZipBooks and SimpleKPI
Enable Integrations or automations with these events of ZipBooks and SimpleKPI
Actions
List Contacts
Retrieve a list of contacts.
List All Estimates
retrieves all estimates.
List All Invoices
Get all invoices from account
Add KPI entry
Add a KPI data entry with a date, actual and target values, and optional notes.
Update KPI entry
Update an existing KPI entry for a given date with new actual, target, or notes.
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Frequently Asked Questions
To start, connect both your ZipBooks and SimpleKPI accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in SimpleKPI (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in SimpleKPI. This includes choosing which data fields go into which fields of SimpleKPI, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and SimpleKPI 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 SimpleKPI. 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 SimpleKPI
SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.
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