Connect ZipBooks and Infinity to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Is Added
Choose an Action
Automatically do this!
Get a board
Find a folder
Get a member
File Upload
Create a New Comment
Create a New Folder
Search workspaces
Search Profile Data
Search Members
Delete Member
Delete View
Create Board
Create Attributes
Delete Attribute
Search Item
Ready to use ZipBooks and Infinity 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 Member
Triggers when a new member is invited in startinfinity.
New Attributes
Triggers when a new attributes is created.
New Item
Triggers when a new item 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
Get a board
Gets a board in one of your workspaces.
Find a folder
Find a folder in one of your boards.
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Frequently Asked Questions
To start, connect both your ZipBooks and Infinity accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Infinity (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Infinity. This includes choosing which data fields go into which fields of Infinity, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Infinity 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 Infinity. 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 Infinity
Startinfinity is a flexible project management tool designed to help teams organize and prioritize their work in a customizable, collaborative online space
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