Connect ZipBooks and Trafft to Build Intelligent Automations

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ZipBooks

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Appointment Booked

Appointment Booked

Triggered when a appointment is booked in Trafft.

Appointment Canceled

Appointment Canceled

Triggered when an appointment is canceled in Trafft.

Appointment Rescheduled

Appointment Rescheduled

Triggered when an existing appointment is rescheduled in Trafft.

Appointment Status Changed

Appointment Status Changed

Triggered when an existing appointment status is changed in Trafft.

New Customer

New Customer

Triggers when a customer is created in Trafft.

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Do thisActions

Action is the task that follows automatically within your ZipBooks integrations.

new contact is created

new contact is created

runs when new contact is created

Get estimates

Get estimates

Get your estimates so you can review them or use them in other workflows.

Get invoices

Get invoices

Retrieve a page of invoices from ZipBooks.

Create Booking

Create Booking

Creates a new bookings in Trafft.

List All Services

List All Services

Retrieves a list of all services.

Create Customer

Create Customer

Create's a new customer.

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Frequently Asked Questions

How do I start an integration between ZipBooks and Trafft?

To start, connect both your ZipBooks and Trafft accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Trafft (or vice versa).

Can we customize how data from ZipBooks is recorded in Trafft?

Absolutely. You can customize how ZipBooks data is recorded in Trafft. This includes choosing which data fields go into which fields of Trafft, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ZipBooks and Trafft?

The data sync between ZipBooks and Trafft 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 Trafft?

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 Trafft?

Yes, you can set conditional logic to control the flow of data between ZipBooks and Trafft. 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.

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Trafft

About Trafft

Trafft is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses of all sizes. It offers a user-friendly interface for managing appointments, staff schedules, and client bookings, making it an ideal solution for service-based industries. With features like automated reminders, online payments, and customizable booking pages, Trafft helps businesses enhance their customer experience and improve operational efficiency.

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