Connect ZipBooks and CompanyCam
Integrate ZipBooks with CompanyCam to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Photo in Companycam when New Contact Is Added in ZipBooks
Create Checklist From Template in CompanyCam when New Contact Is Added in ZipBooks
Add Project to CompanyCam when New Contact Is Added in ZipBooks
Add Project Label in Companycam when New Contact Is Added in ZipBooks
Update Project Notepad in CompanyCam when New Contact Is Added in ZipBooks
Popular ZipBooks + CompanyCam 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
CompanyCam
Automatically do this!
Add Photo
Create Checklist From Template
Add Project
Add Project Label
Update Project Notepad
Find or Create Project
Create Tag
Create User
Create Group
Add Photo in Companycam when New Contact Is Added in ZipBooks
Use this flowCreate Checklist From Template in CompanyCam when New Contact Is Added in ZipBooks
Use this flowAdd Project to CompanyCam when New Contact Is Added in ZipBooks
Use this flowAdd Project Label in Companycam when New Contact Is Added in ZipBooks
Use this flowUpdate Project Notepad in CompanyCam when New Contact Is Added in ZipBooks
Use this flowFind or Create Project in Companycam when New Contact Is Added in ZipBooks
Use this flowCreate Tag in CompanyCam when New Contact Is Added in ZipBooks
Use this flowCreate User in Companycam when New Contact Is Added in ZipBooks
Use this flowCreate Group in CompanyCam when New Contact Is Added in ZipBooks
Use this flowList Contacts from ZipBooks when New Document in Companycam
Use this flowSupported Triggers & Actions
Everything you can automate between ZipBooks and CompanyCam.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
New Document
Triggers when a document is added to a project.
New Photo
Triggers when a new photo is added to a company project.
New Project
Triggers when you add a new project.
Todo / Checklist Completed
Triggers when a checklist is completed.
Photo Tagged
Triggers when a photo is tagged
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
Add Photo
Adds a new photo to an existing project
Create Checklist From Template
Creates a new checklist on a project from a template
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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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.
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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 CompanyCam
CompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ZipBooks and CompanyCam 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 CompanyCam 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 CompanyCam. No coding required.
Yes. You can set up a workflow where ZipBooks triggers actions in CompanyCam, and a separate workflow where CompanyCam 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 CompanyCam. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ZipBooks and CompanyCam integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
