Connect ZipBooks and ActiveCampaign
Integrate ZipBooks with ActiveCampaign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find a User in ActiveCampaign when New Contact Is Added in ZipBooks
Find a Deal Task in ActiveCampaign when New Contact Is Added in ZipBooks
Find a Deal in ActiveCampaign when New Contact Is Added in ZipBooks
Find a Contact in ActiveCampaign when New Contact Is Added in ZipBooks
Create Contact in ActiveCampaign when New Contact Is Added in ZipBooks
Popular ZipBooks + ActiveCampaign flows
Start from a real workflow other teams are already running.
Choose a trigger
ZipBooks
When this happens...
New Contact Is Added
Choose an action
ActiveCampaign
Automatically do this!
Find a User
Find a Deal Task
Find a Deal
Find a Contact
Create Contact
Create an Account
Create or Update a Deal
Update a Deal
Find all Campaigns
Find a Campaign
Add or Remove Tag From Contact
Find a Account
Add Secondary Contact to Deal
Update Account
Add a Contact to Account
Update Contact
Find a User in ActiveCampaign when New Contact Is Added in ZipBooks
Use this flowFind a Deal Task in ActiveCampaign when New Contact Is Added in ZipBooks
Use this flowFind a Deal in ActiveCampaign when New Contact Is Added in ZipBooks
Use this flowFind a Contact in ActiveCampaign when New Contact Is Added in ZipBooks
Use this flowCreate Contact in ActiveCampaign when New Contact Is Added in ZipBooks
Use this flowCreate an Account in ActiveCampaign when New Contact Is Added in ZipBooks
Use this flowCreate or Update a Deal in ActiveCampaign when New Contact Is Added in ZipBooks
Use this flowUpdate a Deal in Activecampaign when New Contact Is Added in ZipBooks
Use this flowFind all Campaigns in ActiveCampaign when New Contact Is Added in ZipBooks
Use this flowFind a Campaign in ActiveCampaign when New Contact Is Added in ZipBooks
Use this flowSupported Triggers & Actions
Everything you can automate between ZipBooks and ActiveCampaign.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
Updated Contact
Triggers when an existing contact details are updated.
New Deal Task
Triggers when a new deal task is added.
New Deal Note
Triggers when a new deal note is created.
New Contact Added to List
Triggers when a new contact is added to the list.
New Campaign Open
Triggers when a contact opens a campaign (will trigger once per contact per campaign).
Do thisActions
Action is the task that follows automatically within your ZipBooks integrations.
List Contacts
Get your ZipBooks contacts
List All Estimates
Retrieve all estimates
List All Invoices
Retrieve all invoices
Calculate VAT Return
Calculate VAT & invoice totals
Find a User
Find an existing user by its email address.
Find a Deal Task
Find an existing deal task by its task title and deal id.
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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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
About ActiveCampaign
ActiveCampaign combines various aspects of small business marketing into an integrated and user-friendly platform. It helps businesses grow by maintaining meaningful connections with their customers, automating the marketing process, and utilizing campaign optimization.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ZipBooks and ActiveCampaign 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 ZipBooks and ActiveCampaign 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 ActiveCampaign. No coding required.
Yes. You can set up a workflow where ZipBooks triggers actions in ActiveCampaign, and a separate workflow where ActiveCampaign triggers actions in ZipBooks. 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 ZipBooks and ActiveCampaign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ZipBooks and ActiveCampaign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
