Connect ZipBooks and Z Workforce to Build Intelligent Automations

Choose a Trigger

ZipBooks

When this happens...

Choose an Action

Z Workforce

Automatically do this!

Enable Integrations or automations with these events of ZipBooks and Z Workforce

Enable Integrations or automations with these events of ZipBooks and Z Workforce

Actions

Get contacts

Get contacts

Retrieve a page of contacts.

Get estimates

Get estimates

Get your estimates for review, reporting, or use in other workflows.

Get invoices

Get invoices

Retrieve a page of invoices from ZipBooks.

Request a new Action for ZipBooks

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between ZipBooks and Z Workforce?

To start, connect both your ZipBooks and Z Workforce accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Z Workforce (or vice versa).

Can we customize how data from ZipBooks is recorded in Z Workforce?

Absolutely. You can customize how ZipBooks data is recorded in Z Workforce. This includes choosing which data fields go into which fields of Z Workforce, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ZipBooks and Z Workforce?

The data sync between ZipBooks and Z Workforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ZipBooks to Z Workforce?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ZipBooks and Z Workforce?

Yes, you can set conditional logic to control the flow of data between ZipBooks and Z Workforce. 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.

ZipBooks

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 More
Z Workforce

About Z Workforce

Mobile field service. With a single tool companies can improve their performance of teams in the field, fulfill checklists and generate indicators on sales, products, services, customers, quality of service and even monitor competitor actions

Learn More