Connect ZipBooks and OnceHub to Build Intelligent Automations

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ZipBooks

When this happens...

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OnceHub

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Ready to use ZipBooks and OnceHub automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact Is Added

New Contact Is Added

Runs when new contact is added

Booking Scheduled

Booking Scheduled

Triggers when a new booking is scheduled.

Booking Rescheduled

Booking Rescheduled

Triggers when a booking is rescheduled.

Booking No-Show

Booking No-Show

Triggers when the status of a booking is manually changed to “No-show”.

Booking Canceled

Booking Canceled

Triggers when an existing booking is cancelled.

Booking Lifecycle Event

Booking Lifecycle Event

Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.

Do thisActions

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

List Contacts

List Contacts

Get your ZipBooks contacts

List All Estimates

List All Estimates

Retrieve all estimates

List All Invoices

List All Invoices

Retrieve all invoices

Calculate VAT Return

Calculate VAT Return

Calculate VAT & invoice totals

Find Contact

Find Contact

Find Contact in your oncehub account.

List Bookings

List Bookings

Get a list all bookings in the account.

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Frequently Asked Questions

How do I start an integration between ZipBooks and OnceHub?

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

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

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

How often does the data sync between ZipBooks and OnceHub?

The data sync between ZipBooks and OnceHub 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 OnceHub?

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 OnceHub?

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

About OnceHub

Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.

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