Connect Buddy and ZipBooks to Build Intelligent Automations

Choose a Trigger

Buddy

When this happens...

Choose an Action

ZipBooks

Automatically do this!

Enable Integrations or automations with these events of Buddy and ZipBooks

Enable Integrations or automations with these events of Buddy and ZipBooks

Actions

User Info

User Info

Get the current logged in user info.

Get Contacts

Get Contacts

Retrieve a list of contacts.

Get Estimates

Get Estimates

Get your estimates to review, report on, or use in other workflows.

Get all invoices

Get all invoices

Get all invoices from ZipBooks.

Request a new Action for Buddy

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Buddy and ZipBooks?

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

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

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

How often does the data sync between Buddy and ZipBooks?

The data sync between Buddy and ZipBooks 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 Buddy to ZipBooks?

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 Buddy and ZipBooks?

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

Buddy

About Buddy

Buddy is a smart CI/CD tool for web developers designed to lower the entry threshold to DevOps. It offers a user-friendly interface and powerful automation features to streamline the deployment process.

Learn More
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.

Learn More