Connect ZipBooks and ProdPad to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ZipBooks
Choose an Action
Automatically do this!
Create Contact
Create Feedback
Create Idea
Update Feedback
Update Contact
Find Contact
Find or Create Contact
Update Idea Stage
Find Idea
Update Company
Create Company
Find Feedback
Find or Create Feedback
Find or Create Company
Find Company
List all Ideas
List all Tags
List all Feedback
List all Products
List all Personas
List all Comments
List all Users
List all Votes
Ready to use ZipBooks and ProdPad automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Idea
Triggers when a new idea is created.
New Contact
Tiggers when a new contact is created.
New Company
Triggers when a new company is created.
New Feedback
Triggers when a new Feedback is created.
Do thisActions
Action is the task that follows automatically within your ZipBooks integrations.
Get Contacts
Retrieve a list of contacts.
Get estimates
Get your estimates for review, reporting, or use in other workflows.
Get invoices
Retrieve a page of invoices from ZipBooks.
Create Contact
Create a new Contact.
Create Feedback
Create new feedback.
Create Idea
Create a New Idea
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Frequently Asked Questions
To start, connect both your ZipBooks and ProdPad accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in ProdPad (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in ProdPad. This includes choosing which data fields go into which fields of ProdPad, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and ProdPad 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 ProdPad. 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 ProdPad
ProdPad is a tool that helps you achieve better products through better product management.
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