Connect ZipBooks and Harvest to Build Intelligent Automations

Choose a Trigger

ZipBooks

When this happens...

Choose an Action

Harvest

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Client Created

New Client Created

Trigger when new client is created

New User

New User

Trigger when user is created

New Contact

New Contact

Trigger when new contact is created

New Project

New Project

Trigger when new project is created

New Time entry

New Time entry

Trigger when new time entry is created

List Invoice Sent

List Invoice Sent

List Invoice Sent

Do thisActions

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

List Contacts

List Contacts

Retrieve a list of contacts.

List All Estimates

List All Estimates

retrieves all estimates.

List All Invoices

List All Invoices

Get all invoices from account

Create a Client

Create a Client

Creates a new client

Update a Client

Update a Client

Update an existing client

Create a Contact

Create a Contact

Craete a new contact

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Frequently Asked Questions

How do I start an integration between ZipBooks and Harvest?

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

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

Absolutely. You can customize how ZipBooks data is recorded in Harvest. This includes choosing which data fields go into which fields of Harvest, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ZipBooks and Harvest?

The data sync between ZipBooks and Harvest 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 ZipBooks to Harvest?

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 ZipBooks and Harvest?

Yes, you can set conditional logic to control the flow of data between ZipBooks and Harvest. 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.

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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Harvest

About Harvest

Harvest is a time-tracking and invoicing application that simplifies the process of tracking time for various tasks and projects. It helps organizations and freelancers easily bill clients and better manage their time spent on tasks.

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