Integrate ZipBooks with Ziflow
Send information between ZipBooks and Ziflow automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ZipBooks and Ziflow using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice added
Triggers when a new invoice is added
Contact added
Triggers when a new contact is added
Estimate added
Triggers when a new estimate is added
Review completed
Triggers when a proof review is completed
Proof created
Triggers when a new proof is created
Comment added or updated
Triggers when a new comment is added or when an existing comment is updated
Proof updated
Triggers when the details of an existing proof are updated
All Actions - Actions are the automated tasks
Add reviewer
Adds a reviewer to the specified stage on the proof
Complete review or make decision
Makes a decision or marks the specified review as complete based on the reviewer's proof role
Create guest
Creates a new guest
Create folder
Creates a new folder
Create proof
Creates a new proof
Create comment
Creates a new comment in the specified proof
Update reviewer
Updates the details of an existing reviewer
Update folder
Updates the details of an existing folder
Update guest
Updates the details of an existing guest
Update user
Updates the details of an existing user
Like comment
Likes a comment in the specified proof
Update proof
Updates the details of an existing proof
Fetch proof
Fetches the details of an existing proof using its ID
Fetch guest or user
Fetches the details of an existing contact (guest or user) using their email address or ID
Fetch user
Fetches the details of an existing user using their email address or ID
Fetch reviewer
Fetches the details of an existing reviewer using ID or email address
Fetch comment
Fetches a comment in an existing proof using its ID
What is ZipBooks?
ZipBooks is free accounting software that sends invoices, tracks time and expenses, integrates with your bank, and lets you process credit cards.
What is Ziflow?
Ziflow is a creative collaboration and online proofing solution that lets you create approval workflows and review all your creative content from a single platform.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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