Connect Shortcut and ZipBooks to Build Intelligent Automations

Choose a Trigger

Shortcut

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 Category

New Category

Triggers when a new Category is Created.

New Story

New Story

Triggers when a new Story is Created.

New Epic

New Epic

Triggers when a new epic is created.

New Label

New Label

Triggers when a new label is created.

Request a new Trigger for Shortcut

Do thisActions

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

Create a Story

Create a Story

Creates a new story in Shortcut.

Search Stories

Search Stories

Search for Stories in Shortcut

Create  a  Category

Create a Category

Creates a new Category in Shortcut.

Create a Label

Create a Label

Creates a new Label

Find or Create a Story

Find or Create a Story

Search for stories in Shortcut.

Create a Epic

Create a Epic

Creates an epic with given name.

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Frequently Asked Questions

How do I start an integration between Shortcut and ZipBooks?

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

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

Absolutely. You can customize how Shortcut 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 Shortcut and ZipBooks?

The data sync between Shortcut 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 Shortcut 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 Shortcut and ZipBooks?

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

Shortcut

About Shortcut

Shortcut is a project management tool designed to help teams plan, collaborate, and track their work efficiently. It offers features like task management, workflow automation, and team collaboration to streamline project execution.

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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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