Connect ZipBooks and Formidable Forms
Integrate ZipBooks with Formidable Forms to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Contacts from ZipBooks when New Form Submission from Formidable Forms
List All Estimates from ZipBooks when New Form Submission from Formidable Forms
List All Invoices from ZipBooks when New Form Submission from Formidable Forms
Calculate VAT Return in ZipBooks when New Form Submission from Formidable Forms
Popular ZipBooks + Formidable Forms 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
Formidable Forms
Automatically do this!
- Request a new Action for Formidable Forms
List Contacts from ZipBooks when New Form Submission from Formidable Forms
Use this flowList All Estimates from ZipBooks when New Form Submission from Formidable Forms
Use this flowList All Invoices from ZipBooks when New Form Submission from Formidable Forms
Use this flowCalculate VAT Return in ZipBooks when New Form Submission from Formidable Forms
Use this flowSupported Triggers & Actions
Everything you can automate between ZipBooks and Formidable Forms.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
New Form Submission
Triggers when a new form is submitted in a specified Formidable Form.
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
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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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.
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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 Formidable Forms
Formidable Forms is a powerful WordPress form builder plugin that allows users to create complex forms with ease. It offers a drag-and-drop interface, making it simple to build forms for various purposes, including contact forms, surveys, quizzes, and more. With advanced features like conditional logic, calculations, and integrations with popular services, Formidable Forms is ideal for businesses and individuals looking to enhance their website's functionality.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ZipBooks and Formidable Forms 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 Formidable Forms 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 Formidable Forms. No coding required.
Yes. You can set up a workflow where ZipBooks triggers actions in Formidable Forms, and a separate workflow where Formidable Forms 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 Formidable Forms. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ZipBooks and Formidable Forms integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
