Connect ZipBooks and ProofHub to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ZipBooks
Choose an Action
Automatically do this!
Create Task
Create Project
Update Task
Delete Task
Ready to use ZipBooks and ProofHub automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Added
Runs when a new task is added to a project in ProofHub.
Task or Subtask Updated
Runs when a task or subtask is updated or marked completed in ProofHub
Do thisActions
Action is the task that follows automatically within your ZipBooks integrations.
Get Contacts
Retrieve a list of contacts.
Get Estimates
Get your estimates to review, report on, or use in other workflows.
Get all invoices
Get all invoices from ZipBooks.
Create Task
Creates a new task in a specified project.
Create Project
Creates a new project in ProofHub.
Update Task
Updates a task or subtask and optionally marks it as complete.
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Frequently Asked Questions
To start, connect both your ZipBooks and ProofHub accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in ProofHub (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in ProofHub. This includes choosing which data fields go into which fields of ProofHub, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and ProofHub 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 ProofHub. 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 ProofHub
ProofHub is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it ideal for teams of all sizes.
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