Connect ZipBooks and SurveySparrow to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ZipBooks
Choose an Action
Automatically do this!
Create Contact
Update Contact
Delete Contact by Email
Search Contact
Create User
Update User
Search User
Delete User
Create Contact List
Update Contact List
Search Contact List
Delete Contact List
Create Contact Property
Update Contact Property
Delete Contact Property
Create a Team
Create Survey
Create Survey Folder
Update Survey
Search Contact Property
Update Survey Folder
Delete Survey folder
Ready to use ZipBooks and SurveySparrow automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
New User
Triggers when a new user is created.
New Contact List
Triggers when a new contact list is created.
New Contact Property
Triggers when a new contact property is created.
New Team
Triggers when a new team is created.
New Survey folder
Triggers when a new survey folder is created.
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.
Create Contact
Creates a new contact.
Update Contact
Update an existing contact by its email.
Delete Contact by Email
Deletes a contact from SurveySparrow using the provided email address.
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Frequently Asked Questions
To start, connect both your ZipBooks and SurveySparrow accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in SurveySparrow (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in SurveySparrow. This includes choosing which data fields go into which fields of SurveySparrow, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and SurveySparrow 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 SurveySparrow. 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 SurveySparrow
SurveySparrow is a versatile survey platform that allows users to create engaging and interactive surveys. It offers a range of features to design, distribute, and analyze surveys, making it ideal for gathering feedback and insights from various audiences.
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