Connect Calendly and ZipBooks to Build Intelligent Automations

Choose a Trigger

Calendly

When this happens...

Choose an Action

ZipBooks

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Meeting Book or Invitee Created

New Meeting Book or Invitee Created

Triggers when someone books a meeting for any event type.

Invitee Canceled

Invitee Canceled

Trigger when an invitee cancels a scheduled event

Invitee No Show Created

Invitee No Show Created

Trigger when an invitee is marked as no-show.

When new meetings Booked Canceled or Rescheduled

When new meetings Booked Canceled or Rescheduled

Triggers when someone books, cancels, or reschedules a meeting for any event type.

New Routing Form Submission

New Routing Form Submission

Triggers when a new routing form submission is created.

Request a new Trigger for Calendly

Do thisActions

Action is the task that follows automatically within your Calendly integrations.

Create Scheduling Link

Create Scheduling Link

Creates a scheduling link.

Cancel Scheduled Event

Cancel Scheduled Event

Cancels a scheduled event with a specified reason for the cancellation.

Mark Invitee as No Show

Mark Invitee as No Show

Marks a specific invitee as no show.

Create One-Off Meeting in Calendly

Create One-Off Meeting in Calendly

Creates a new One-Off Meeting in Calendly.

Get current user

Get current user

Returns basic information about your user account.

Get Contacts

Get Contacts

Retrieve a list of contacts.

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

Step by step guides to integrate Calendly and ZipBooks

Frequently Asked Questions

How do I start an integration between Calendly and ZipBooks?

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

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

Absolutely. You can customize how Calendly 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 Calendly and ZipBooks?

The data sync between Calendly 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 Calendly 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 Calendly and ZipBooks?

Yes, you can set conditional logic to control the flow of data between Calendly 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.

Calendly

About Calendly

Calendly helps you schedule meetings without the back-and-forth emails. It integrates with your calendar to automatically update your availability and sends out reminders to ensure no one misses a meeting.

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