Integrate ZipBooks with Refiner

Send information between ZipBooks and Refiner automatically, without writing any code, using Zoho Flow.

Build your own integrations between ZipBooks and Refiner

Connect ZipBooks and Refiner with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate ZipBooks and Refiner using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact added

Triggers when a new contact is added

Invoice added

Triggers when a new invoice is added

Estimate added

Triggers when a new estimate is added

Segment entered by user

Triggers when a user enters a segment

Survey response received

Triggers when a new survey response is received

All Actions - Actions are the automated tasks

Track event

Tracks a user event using user ID and event name

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 Refiner?

Refiner is a customer feedback and user research solution that provides survey widgets, user response analysis, integrations, and more.

Reviews Survey

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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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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