Integrate ZipBooks with Retently

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

Build your own integrations between ZipBooks and Retently

Connect ZipBooks and Retently 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 Retently 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

Feedback received

Triggers when new feedback is received

Customer created

Triggers when a new customer is created

All Actions - Actions are the automated tasks

Create customer and send survey

Sends a survey to the specified customer if the email address already exists. Otherwise, creates a customer and then sends the survey.

Create or update customer

Creates a new customer. Update the details if the email address already exists.

Add tags to feedback

Adds tags to the specified feedback

Unsubscribe customer

Unsubscribes the specified customer

Fetch score

Fetches the details of the latest NPS score

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 Retently?

Retently is an online survey tool that helps you measure customer satisfaction and loyalty through net promoter score surveys and feedback collection.

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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Technical Engineer, Master Liveaboards

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