Connect ZipBooks and Float to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Is Added
Choose an Action
Automatically do this!
Create or Update Client
List All Clients
List All Department
List All Milestones
List All Person
List all Phases
List All Project Task
List All Project
Create Time Entry
Create or Upadate Department
Create Milestone
Create Person
Create Phase
Create Task
Create Time Off
Create Allocation
Update Phase
Update Milestone
Update Person
Find Person
Update Task
Update Allocation
Update Time Entry
Find Project
Find Allocation
Create Project
Update Project
Ready to use ZipBooks and Float automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
New Milestone
Triggers when a new milestone is created.
New Person created
Runs when new person is created.
New Phase
Triggers when a new phase is created.
New Project Created
Triggers when a new project is created.
Project Task Created
Triggers when a new project task is created.
Do thisActions
Action is the task that follows automatically within your ZipBooks integrations.
List Contacts
Get your ZipBooks contacts
List All Estimates
Retrieve all estimates
List All Invoices
Retrieve all invoices
Calculate VAT Return
Calculate VAT & invoice totals
Create or Update Client
Create New client or Update existing client
List All Clients
Retrieves the list of all clients
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Frequently Asked Questions
To start, connect both your ZipBooks and Float accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Float (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Float. This includes choosing which data fields go into which fields of Float, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Float 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 Float. 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 Float
Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
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