Connect ZipBooks and Visual Lease to Build Intelligent Automations

Choose a Trigger

ZipBooks

When this happens...

Choose an Action

Visual Lease

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Enable Integrations or automations with these events of ZipBooks and Visual Lease

Enable Integrations or automations with these events of ZipBooks and Visual Lease

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.

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Frequently Asked Questions

How do I start an integration between ZipBooks and Visual Lease?

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

Can we customize how data from ZipBooks is recorded in Visual Lease?

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

How often does the data sync between ZipBooks and Visual Lease?

The data sync between ZipBooks and Visual Lease 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 Visual Lease?

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 Visual Lease?

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

About Visual Lease

Visual Lease is a comprehensive, powerful and easy-to-use real estate and lease management software solution that makes it easy to know what your leases say, how much they cost, and when they need attention. It enables companies to control, report, track, and manage owned and leased real estate and make better decisions on leases and related information.

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