Connect ZipBooks and Voucherify to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ZipBooks
Choose an Action
Automatically do this!
Create Category
Create Segment
Update Reward
Update Customer
Ready to use ZipBooks and Voucherify automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Voucher Created
Trigger when a new voucher 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 Category
Create category with a specific name and hierarchy.
Create Segment
Create a customer segment.
Update Reward
Update the details of a reward.
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Frequently Asked Questions
To start, connect both your ZipBooks and Voucherify accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Voucherify (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Voucherify. This includes choosing which data fields go into which fields of Voucherify, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Voucherify 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 Voucherify. 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 Voucherify
Voucherify is a comprehensive promotion management platform that allows businesses to create, manage, and track various promotional campaigns such as vouchers, discounts, and loyalty programs. It is designed to help marketers and developers easily integrate promotional campaigns into their existing systems, providing a seamless experience for both businesses and their customers.
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