Connect ZipBooks and workast to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Created
Triggers when a new task is created in your Workast account.
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 a Task
create a task in workast app.
Create a Space
create a new space in workast.
Creates a Subtask
Creates a new subtask on a task.
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Frequently Asked Questions
To start, connect both your ZipBooks and workast accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in workast (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in workast. This includes choosing which data fields go into which fields of workast, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and workast 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 workast. 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.
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Workast is a productivity tool that helps teams capture tasks, manage projects and collaborate to get more work done.
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