Connect ZipBooks and Parma to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Is Added
Choose an Action
Automatically do this!
Add Note to Contact
Create Relationship
Get Relationship Details
Delete Relationship
List Deals
List Groups
List All Notes
List All Pipelines
List Relationships
List Relationship Groups
List Relationship Notes
List Stages
List All Users
Update Relationship
Update Note
Add Relationship to Group
Remove Relationship From Group
Ready to use ZipBooks and Parma 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 Relationship
Runs when new relationship
New Note Added
Trigger when new note is added
New Deal Created
Triggers when a new deal 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
Add Note to Contact
Add a note to a contact
Create Relationship
Add a person or company
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Frequently Asked Questions
To start, connect both your ZipBooks and Parma accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Parma (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Parma. This includes choosing which data fields go into which fields of Parma, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Parma 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 Parma. 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 Parma
Parma is a minimalistic CRM that helps you remember who your customers are, what they like, and when you last connected.
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