Connect ZipBooks and Upwave to Build Intelligent Automations
Enable Integrations or automations with these events of ZipBooks and Upwave
Enable Integrations or automations with these events of ZipBooks and Upwave
Actions
Get contacts
Retrieve a page 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 Card
Creating a new Card in Upwave .
List Workspaces
get all Workspaces.
List Members
get all Members.
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Frequently Asked Questions
To start, connect both your ZipBooks and Upwave accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Upwave (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Upwave. This includes choosing which data fields go into which fields of Upwave, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Upwave 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 Upwave. 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 Upwave
Upwave is a versatile project management and collaboration tool designed to help teams streamline their workflows, track progress, and achieve their goals efficiently. With features like task management, visual boards, and real-time collaboration, Upwave empowers teams to stay organized and productive.
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