Connect ZipBooks and Productive.io
Integrate ZipBooks with Productive.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Estimates from ZipBooks when New Task in Productive.io
List Contacts from ZipBooks when Invoice Updated in Productive.io
List All Invoices from ZipBooks when Update Budgets in Productive.io
List Contacts from ZipBooks when Updated Project in Productive.io
Calculate VAT Return in ZipBooks when New Time Entry in Productive.io
Popular ZipBooks + Productive.io flows
Start from a real workflow other teams are already running.
Choose a trigger
ZipBooks
When this happens...
New Contact Is Added
Choose an action
Productive.io
Automatically do this!
Create Company
Create Booking
Create Project
Create Contact
Find Company
Find User
Find Contact
List All Estimates from ZipBooks when New Task in Productive.io
Use this flowList Contacts from ZipBooks when Invoice Updated in Productive.io
Use this flowList All Invoices from ZipBooks when Update Budgets in Productive.io
Use this flowList Contacts from ZipBooks when Updated Project in Productive.io
Use this flowCalculate VAT Return in ZipBooks when New Time Entry in Productive.io
Use this flowList All Estimates from ZipBooks when Updated Booking in Productive.io
Use this flowList Contacts from ZipBooks when Updated Expense in Productive.io
Use this flowList Contacts from ZipBooks when New Person in Productive.io
Use this flowList Contacts from ZipBooks when Updated Company in Productive.io
Use this flowList All Estimates from ZipBooks when Archived Company in Productive.io
Use this flowSupported Triggers & Actions
Everything you can automate between ZipBooks and Productive.io.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
New Task
New task created.
New Task Updated
New task updated
New Invoice
Trigger when new invoice is created
Invoice Updated
Trigger when new invoice is created
New deal
Trigger when 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
Create Company
Creates company
Create Booking
Creates a new booking.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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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 moreSimilar apps
About Productive.io
Productive is a project management tool that includes everything you need to run a profitable agency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ZipBooks and Productive.io accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ZipBooks and Productive.io as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Productive.io. No coding required.
Yes. You can set up a workflow where ZipBooks triggers actions in Productive.io, and a separate workflow where Productive.io triggers actions in ZipBooks. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ZipBooks and Productive.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ZipBooks and Productive.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
