Connect ZipBooks and Airtable to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ZipBooks
Choose an Action
Automatically do this!
List All records
Delete Record
Update Record
List a record by Record ID
Find or Create Record
Create Record
List Bases
List Tables
Create Base
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Records Created or Updated
Trigger when new record is created or updated in your table.
New Records Created
Retrieve records created in a specified Airtable base and table within the last N minutes (default 15), optionally limited to a view.
Do thisActions
Action is the task that follows automatically within your ZipBooks integrations.
new contact is created
runs when new contact is created
Get estimates
Get your estimates so you can review them or use them in other workflows.
Get invoices
Retrieve a page of invoices from ZipBooks.
List All records
Retrieve all records from the selected Airtable base and table.
Delete Record
Remove a specific record from the selected Airtable base and table.
Update Record
Modify fields of a specific record in a selected Airtable base and table.
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Step by step guides to integrate ZipBooks and Airtable
Frequently Asked Questions
To start, connect both your ZipBooks and Airtable accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Airtable (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Airtable. This includes choosing which data fields go into which fields of Airtable, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Airtable 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 Airtable. 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 Airtable
Airtable is a cloud-based platform for creating and sharing relational databases. The user-friendly interface allows anyone to spin up a database in minutes.
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