Connect ZipBooks and Onsched to Build Intelligent Automations

Choose a Trigger

ZipBooks

When this happens...

Choose an Action

Onsched

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Create Appointment

Create Appointment

Create a new customer appointment with date, time, and location

Request a new Trigger for ZipBooks

Do thisActions

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

new contact is created

new contact is created

runs when new contact is created

Get estimates

Get estimates

Get your estimates so you can review them or use them in other workflows.

Get invoices

Get invoices

Retrieve a page of invoices from ZipBooks.

Create Appointment

Create Appointment

Create a new appointment for a customer at a selected location, service, and resource(s), specifying start/end date and time and whether it's confirmed.

Create customer

Create customer

Add a new customer to Onsched with their contact details and notification preferences.

Create Resource

Create Resource

Add a new resource (person, room, or equipment) with booking limits, contact details, and assigned services or locations.

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Frequently Asked Questions

How do I start an integration between ZipBooks and Onsched?

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

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

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

How often does the data sync between ZipBooks and Onsched?

The data sync between ZipBooks and Onsched 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 Onsched?

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 Onsched?

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

About Onsched

Onsched is a powerful scheduling and booking platform designed to streamline appointment management for businesses. It offers customizable solutions to enhance customer engagement and optimize scheduling processes.

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