Connect ZipBooks and Agile CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Is Added
Choose an Action
Automatically do this!
List All Contacts
List All Companies
List All Events
List All Deals
List All Campaigns
List All Tracks
List All Tickets Filter
List All Pending Task
Create Contact
Create Company
Create Deal
Add Event
Create Ticket
Create Task
Add to Campaign
Add Note to Contact
Add Score to Contact
Add Tag to Contact
Ready to use ZipBooks and Agile CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
New Contact
Triggers when a new contact is created in agile crm
New Deal
Triggers when a new deal is created
New Task
Triggers when a task is created.
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
List All Contacts
Retrieves the list of all contacts
List All Companies
Retrieves the list of all companies
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Frequently Asked Questions
To start, connect both your ZipBooks and Agile CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Agile CRM (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Agile CRM. This includes choosing which data fields go into which fields of Agile CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Agile CRM 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 ZipBooks and Agile CRM. 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 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 MoreAbout Agile CRM
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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