Connect ZipBooks and Aircall to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Is Added
Choose an Action
Automatically do this!
Create a User
Update a User
Delete a User
Create a Contact
Check availability of a User
Retrieve a User
Start an outbound call
Update a Contact
Create a Team
Delete a Team
Add a User to a Team
Remove a User from a Team
Retrieve a Team
Delete a Contact
Create a Tag
Update a Tag
Delete a Tag
Retrieve a Tag
Add Phone Number to a Contact
Add Email to a Contact
Get Outbound Calls Count
Ready to use ZipBooks and Aircall 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
Delete Contact
Triggers when a new team is deleted
Update Contact
Triggers when an existing contact is updated
New User
Triggers when a new user is created
Delete User
Triggers when a new user is deleted
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
Create a User
Creates a new user
Update a User
Updates a user
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Frequently Asked Questions
To start, connect both your ZipBooks and Aircall accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Aircall (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Aircall. This includes choosing which data fields go into which fields of Aircall, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Aircall 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 Aircall. 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 Aircall
Aircall is a cloud-based call center and phone system software designed to help businesses manage and streamline their communication processes. It offers features such as call routing, call recording, and integration with various CRM and helpdesk tools, making it ideal for sales and support teams.
Learn More
