Connect ZipBooks and zomentum to Build Intelligent Automations

Choose a Trigger

ZipBooks

When this happens...

Choose an Action

zomentum

Automatically do this!

Enable Integrations or automations with these events of ZipBooks and zomentum

Enable Integrations or automations with these events of ZipBooks and zomentum

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 zomentum?

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

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

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

How often does the data sync between ZipBooks and zomentum?

The data sync between ZipBooks and zomentum 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 zomentum?

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 zomentum?

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

About zomentum

Zomentum is a sales funnel management tool built for MSPs

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