Connect ZipBooks and Plane.so to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Is Added
Choose an Action
Automatically do this!
Add a Project
Fetch all projects
Get Project Details
Update project details
Create an Issue
Retrieve Project Issues
Get a issue details
Delete an issue
Ready to use ZipBooks and Plane.so 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 Issue Created
This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.
Issue Updated
Triggers when a issue is modify.
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 a Project
Add project in a workspace.
Fetch all projects
Fetches a list of all projects within a specified workspace.
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Frequently Asked Questions
To start, connect both your ZipBooks and Plane.so accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Plane.so (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Plane.so. This includes choosing which data fields go into which fields of Plane.so, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Plane.so 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 Plane.so. 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 Plane.so
Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.
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