Connect Roma and ZipBooks
Integrate Roma with ZipBooks to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Roma + ZipBooks flows
Start from a real workflow other teams are already running.
Choose a trigger
Roma
When this happens...
New Item
Updated Item
Updated Task Status
Deleted Item
New Automation Run Completed
Choose an action
ZipBooks
Automatically do this!
List Contacts
List All Estimates
List All Invoices
Calculate VAT Return
List Contacts from ZipBooks when New Item in Roma
Use this flowList All Estimates from ZipBooks when New Item in Roma
Use this flowList All Invoices from ZipBooks when New Item in Roma
Use this flowCalculate VAT Return in ZipBooks when New Item in Roma
Use this flowList Contacts from ZipBooks when Updated Item in Roma
Use this flowList All Estimates from ZipBooks when Updated Item in Roma
Use this flowList All Invoices from ZipBooks when Updated Item in Roma
Use this flowCalculate VAT Return in ZipBooks when Updated Item in Roma
Use this flowList Contacts from ZipBooks when Updated Task Status in Roma
Use this flowList All Estimates from ZipBooks when Updated Task Status in Roma
Use this flowSupported Triggers & Actions
Everything you can automate between Roma and ZipBooks.
When this happensTriggers
A trigger is an event that starts a workflow.
New Item
Runs when an item (task, note or row) is created on your Roma lists, optionally only on chosen lists.
Updated Item
Runs when an item's title, due date, property or archived flag changes, optionally narrowed by field.
Updated Task Status
Runs when a task's status changes, optionally only when it moves to a chosen status.
Deleted Item
Runs when an item on your Roma lists goes into the trash, optionally only on chosen lists.
New Automation Run Completed
Runs when one of your Roma automations finishes a run, with its summary.
New Contact Is Added
Runs when new contact is added
Do thisActions
Action is the task that follows automatically within your Roma integrations.
Create Item
Create a task, note or row on a chosen Roma list.
Get Item
Get one item in full with its body, values and list.
Find Items
List and filter a list's items, or search the whole workspace by meaning or keyword.
Update Item
Update an item's title, body, property values, status, due date or flags.
Delete Item
Move one or more items to the Roma trash, where they stay recoverable for about 30 days.
Move Item
Move an item onto another Roma list, keeping its body, chat and history.
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Roma
Roma is an AI task app for keeping lists, tasks, notes and automations, with an operator that helps do the work.
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Roma and ZipBooks 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 Roma and ZipBooks 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 ZipBooks. No coding required.
Yes. You can set up a workflow where Roma triggers actions in ZipBooks, and a separate workflow where ZipBooks triggers actions in Roma. 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 Roma and ZipBooks. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Roma and ZipBooks integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
