Connect ZipBooks and Placker to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Is Added
Choose an Action
Automatically do this!
Get Board Label
Search Card
Add Label to Card
Create Card
Remove Label From Card
Get Card Details
Ready to use ZipBooks and Placker 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
Card Created
Triggers when card is created in a specipic board.
Card Status Changed
Triggers when card status is changed in a specipic board.
Card Archived
Triggers when card is archived in a specipic board.
Card Unarchived
Triggers when card is unarchived in a specipic board.
Card Removed
Triggers when card is removed in a specipic board.
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 Board Label
Get labels available on Board.
Search Card
Search cards by given title.
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Frequently Asked Questions
To start, connect both your ZipBooks and Placker accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Placker (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Placker. This includes choosing which data fields go into which fields of Placker, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Placker 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 Placker. 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 Placker
Placker provides planning and tracking tools to save time, avoid mistakes and get work done.
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