Connect ZipBooks and Paymo to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Is Added
Choose an Action
Automatically do this!
Create Project
Create Task
Create Task List
Create Time Entry
Delete Project
Delete Task
Delete Task List
Create a Client
Create Expense
Create Invoice
Create Task Comment
Ready to use ZipBooks and Paymo 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 Task
Triggers when a new task is added to a project.
New Project
Triggers when a new project is created.
New Task List
Triggers when a new task list is created within a project.
New Time Entry
Triggers when a new time entry is logged.
Project Updated
Triggers when a project is updated.
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
Create Project
Creates a new project.
Create Task
Creates a new task to a project.
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Frequently Asked Questions
To start, connect both your ZipBooks and Paymo accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Paymo (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Paymo. This includes choosing which data fields go into which fields of Paymo, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Paymo 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 Paymo. 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 Paymo
Paymo is a comprehensive project management and time tracking tool designed to help teams and freelancers manage their work more efficiently. It offers features such as task management, time tracking, invoicing, and reporting to streamline workflows and improve productivity.
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