Connect Formidable Forms and ZipBooks to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
Choose an Action
Automatically do this!
new contact is created
Get estimates
Get invoices
Ready to use Formidable Forms and ZipBooks automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Submission
Triggers when a new form is submitted in a specified Formidable Form.
Do thisActions
Action is the task that follows automatically within your Formidable Forms integrations.
new contact is created
runs when new contact is created
Get estimates
Get your estimates so you can review them or use them in other workflows.
Get invoices
Retrieve a page of invoices from ZipBooks.
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Frequently Asked Questions
To start, connect both your Formidable Forms and ZipBooks accounts to viaSocket. Once connected, you can set up a workflow where an event in Formidable Forms triggers actions in ZipBooks (or vice versa).
Absolutely. You can customize how Formidable Forms data is recorded in ZipBooks. This includes choosing which data fields go into which fields of ZipBooks, setting up custom formats, and filtering out unwanted information.
The data sync between Formidable Forms and ZipBooks 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 Formidable Forms and ZipBooks. 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 Formidable Forms
Formidable Forms is a powerful WordPress form builder plugin that allows users to create complex forms with ease. It offers a drag-and-drop interface, making it simple to build forms for various purposes, including contact forms, surveys, quizzes, and more. With advanced features like conditional logic, calculations, and integrations with popular services, Formidable Forms is ideal for businesses and individuals looking to enhance their website's functionality.
Learn MoreAbout 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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