Connect Smartsheet and ZipBooks
Integrate Smartsheet with ZipBooks to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Contacts from ZipBooks when New Attachment in Smartsheet
List All Invoices from ZipBooks when New Attachment in Smartsheet
List All Invoices from ZipBooks when Updated Row in Smartsheet
List All Estimates from ZipBooks when New Attachment in Smartsheet
Calculate VAT Return in ZipBooks when Updated Row in Smartsheet
Popular Smartsheet + ZipBooks flows
Start from a real workflow other teams are already running.
Choose a trigger
Smartsheet
When this happens...
New Row
Updated Row
New Attachment
Choose an action
ZipBooks
Automatically do this!
List Contacts
List All Estimates
List All Invoices
Calculate VAT Return
List Contacts from ZipBooks when New Attachment in Smartsheet
Use this flowList All Invoices from ZipBooks when New Attachment in Smartsheet
Use this flowList All Invoices from ZipBooks when Updated Row in Smartsheet
Use this flowList All Estimates from ZipBooks when New Attachment in Smartsheet
Use this flowCalculate VAT Return in ZipBooks when Updated Row in Smartsheet
Use this flowSend Row to Smartsheet when New Contact Is Added in ZipBooks
Use this flowList Contacts from ZipBooks when Updated Row in Smartsheet
Use this flowCalculate VAT Return in ZipBooks when New Attachment in Smartsheet
Use this flowList All Estimates from ZipBooks when Updated Row in Smartsheet
Use this flowMove Row in Smartsheet when New Contact Is Added in ZipBooks
Use this flowSupported Triggers & Actions
Everything you can automate between Smartsheet and ZipBooks.
When this happensTriggers
A trigger is an event that starts a workflow.
New Row
Triggers when a new row is added to a sheet.
Updated Row
Triggers when a row is updated in a sheet.
New Attachment
Triggers when a new attachment is added to a row.
New Contact Is Added
Runs when new contact is added
Do thisActions
Action is the task that follows automatically within your Smartsheet integrations.
Add Attachment to Row
Attaches a file to an existing row.
Copy Row
Copies a row from one sheet to another.
Move Row
Moves a row from one sheet to another.
Add Discussion to Row
Adds discussion to a row.
Create Workspace
Creates a Workspace.
Send Row
Sends a row via email.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
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.
Learn More About Automation
5 Ways to Automate Smartsheet with viaSocket
Learn how viaSocket automates Smartsheet by connecting forms, CRMs, spreadsheets, and apps with real-time alerts and webhooks to streamline data flows.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Smartsheet and ZipBooks free
No credit card required. Set up your first workflow in minutes.
About Smartsheet
Smartsheet is a powerful work management and automation platform that enables teams to plan, track, automate, and report on work. It provides a flexible and intuitive interface for managing projects, tasks, and workflows, making it easier for teams to collaborate and achieve their goals.
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 Smartsheet 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 Smartsheet 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 Smartsheet triggers actions in ZipBooks, and a separate workflow where ZipBooks triggers actions in Smartsheet. 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 Smartsheet and ZipBooks. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Smartsheet 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.
