Connect ZipBooks and Clientjoy
Integrate ZipBooks with Clientjoy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Workspaces from Clientjoy when New Contact Is Added in ZipBooks
List Workspace Members in Clientjoy when New Contact Is Added in ZipBooks
List All Taxes from Clientjoy when New Contact Is Added in ZipBooks
List Currencies from Clientjoy when New Contact Is Added in ZipBooks
List All Customers from Clientjoy when New Contact Is Added in ZipBooks
Popular ZipBooks + Clientjoy 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
Clientjoy
Automatically do this!
List All Workspaces
List Workspace Members
List All Taxes
List Currencies
List All Customers
Create Customer
Update Customer
List All Invoices
Create Invoice
Update Invoice
Create Lead
Create Proposal
Update Lead
List All Leads
List All Proposals
Update Proposal
Update Proposal Status
Record Invoice Payment
List All Items
List Lead Stages
List All Lead Sources
List Proposal Templates
Mark Invoice As Sent
List All Workspaces from Clientjoy when New Contact Is Added in ZipBooks
Use this flowList Workspace Members in Clientjoy when New Contact Is Added in ZipBooks
Use this flowList All Taxes from Clientjoy when New Contact Is Added in ZipBooks
Use this flowList Currencies from Clientjoy when New Contact Is Added in ZipBooks
Use this flowList All Customers from Clientjoy when New Contact Is Added in ZipBooks
Use this flowCreate Customer in Clientjoy when New Contact Is Added in ZipBooks
Use this flowUpdate Customer in Clientjoy when New Contact Is Added in ZipBooks
Use this flowList All Invoices from Clientjoy when New Contact Is Added in ZipBooks
Use this flowCreate Invoice in Clientjoy when New Contact Is Added in ZipBooks
Use this flowUpdate Invoice in Clientjoy when New Contact Is Added in ZipBooks
Use this flowSupported Triggers & Actions
Everything you can automate between ZipBooks and Clientjoy.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
New Customer Added
Runs when new customer added
New Lead Is Added
Runs when new lead is added
New Proposal Created
Runs when new proposal created
Lead Is Updated
Runs when lead is updated
Customer Updated
Runs when customer is updated
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 Workspaces
Get all workspaces in account
List Workspace Members
Get all members in a workspace
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
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.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
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 ZipBooks and Clientjoy free
No credit card required. Set up your first workflow in minutes.
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 Clientjoy
Agencyjoy applications include client onboarding, project management, invoicing, and communication tools. It enables efficient organization, enhancing client relationships, and optimizing workflows, thereby helping agencies deliver better services and improve overall productivity in the digital marketing and creative sectors.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ZipBooks and Clientjoy 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 Clientjoy 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 Clientjoy. No coding required.
Yes. You can set up a workflow where ZipBooks triggers actions in Clientjoy, and a separate workflow where Clientjoy 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 Clientjoy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ZipBooks and Clientjoy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
