Connect Pastel and ZipBooks to Build Intelligent Automations

Choose a Trigger

Pastel

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 Canvases

New Canvases

Triggers when a new canvas is created.

New Project

New Project

Triggers when a new Project is created.

Request a new Trigger for Pastel

Do thisActions

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

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 Pastel

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Frequently Asked Questions

How do I start an integration between Pastel and ZipBooks?

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

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

Absolutely. You can customize how Pastel 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 Pastel and ZipBooks?

The data sync between Pastel 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 Pastel 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 Pastel and ZipBooks?

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

Pastel

About Pastel

Pastel helps web designers and developers collect and organize contextual feedback from colleagues and clients on the web projects they're building.

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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.

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