Automate ZarMoney workflows to speed billing and close books faster
Connect ZarMoney to your apps and AI with viaSocket to automate invoicing, payment reconciliation, expense capture, and monthly close—no coding required.
Available Events and Actions
Enable Integrations or automations with these events of ZarMoney
When this happensTrigger
No trigger available
Do thisActions
Action is the task that follows automatically within your ZarMoney integrations.
Create a class
create a class.
Update a Class
Update a Class
Create a taxTypes
Create a taxTypes.
Add a customer
Create a customer.
Update a customer
Update a customer.
Create a Vendor
Create a Vendor.
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How to get started with ZarMoney automations
Automate when something happens in ZarMoney
Login -> Create new flow -> Select trigger -> Search ZarMoney -> Choose the trigger from the list
Take action in ZarMoney when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search ZarMoney -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
viaSocket can create and send invoices, record payments, import expenses, update customer records, and compile financial data for reports. Automations remove repetitive tasks so your team focuses on exceptions and decisions.
No. Set up pre-built connectors and templates in viaSocket, provide your ZarMoney account credentials, and map fields through a simple interface—no development required.
Connections use industry-standard protections and limited-access credentials. You control permissions and can revoke access any time. Only the data required to run each workflow is accessed.
AI can extract invoice and receipt data from PDFs/emails, suggest account coding, detect anomalies in payments or expenses, and summarize monthly results—accelerating automation while keeping a human review step.
You can set up simple workflows (e.g., CRM → ZarMoney invoice) in under an hour using templates. More complex automations like end-of-month reporting typically take a few days to configure and test.
About ZarMoney
ZarMoney is a comprehensive accounting software solution designed to streamline financial management for businesses of all sizes. It offers features such as invoicing, billing, expense tracking, and financial reporting, making it an ideal tool for managing your company's finances efficiently.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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