Connect ZipBooks and contractor plus to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ZipBooks
Choose an Action
Automatically do this!
Create lead
Create expense
Ready to use ZipBooks and contractor plus automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
new lead is created
runs when new lead is created
new client is added
runs when new client is added
new invoice is created
runs when new invoice is created
Do thisActions
Action is the task that follows automatically within your ZipBooks integrations.
Get Contacts
Retrieve a list of contacts.
Get Estimates
Get your estimates to review, report on, or use in other workflows.
Get all invoices
Get all invoices from ZipBooks.
Create lead
Create a new lead to capture a potential client.
Create expense
Create an expense in Contractor+.
Know More About Zipbooks and Contractor Plus Integrations
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Frequently Asked Questions
To start, connect both your ZipBooks and contractor plus accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in contractor plus (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in contractor plus. This includes choosing which data fields go into which fields of contractor plus, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and contractor plus 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 contractor plus. 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 contractor plus
Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.
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