Connect ZipBooks and Guru
Integrate ZipBooks with Guru to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Contacts from ZipBooks when New Folder Created in Guru
List All Invoices from ZipBooks when New Folder Created in Guru
Calculate VAT Return in ZipBooks when New Folder Created in Guru
List Contacts from ZipBooks when New Folder Updated in Guru
List All Estimates from ZipBooks when New Folder Updated in Guru
Popular ZipBooks + Guru 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
Guru
Automatically do this!
Create Card
Update Card
Delete Card
Ask a Question
Find answers
List Contacts from ZipBooks when New Folder Created in Guru
Use this flowList All Invoices from ZipBooks when New Folder Created in Guru
Use this flowCalculate VAT Return in ZipBooks when New Folder Created in Guru
Use this flowList Contacts from ZipBooks when New Folder Updated in Guru
Use this flowList All Estimates from ZipBooks when New Folder Updated in Guru
Use this flowList All Invoices from ZipBooks when New Folder Updated in Guru
Use this flowCalculate VAT Return in ZipBooks when New Folder Updated in Guru
Use this flowList Contacts from ZipBooks when Folder Deleted in Guru
Use this flowList All Estimates from ZipBooks when Folder Deleted in Guru
Use this flowList All Invoices from ZipBooks when Folder Deleted in Guru
Use this flowSupported Triggers & Actions
Everything you can automate between ZipBooks and Guru.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
Card Created
Trigger when a user creates a card.
New Folder Created
Trigger when a new Folder/Board Created.
New Folder Updated
Runs when Folder/board is updated
Folder Deleted
Trigger when a new Folder/Board Deleted.
Folder To Pdf Created
Trigger when a Folder/Board To Pdf Created.
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 Card
Creates a new Card.
Update Card
Updates the created card.
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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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.
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About Guru
Guru is an AI-powered knowledge platform that unifies enterprise search, an internal wiki, and an intranet to deliver fast, trusted answers inside everyday workflows. It connects to tools like Google Drive, Slack, Microsoft Teams, and more to retrieve content, applies permissions-aware AI to surface context-rich responses, and helps teams keep information current through expert verification and automated reminders. The platform includes role-aware AI agents, customizable pages, and granular access controls so organizations can centralize knowledge, reduce time spent searching, and share accurate, on-brand information across departments.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ZipBooks and Guru 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 Guru 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 Guru. No coding required.
Yes. You can set up a workflow where ZipBooks triggers actions in Guru, and a separate workflow where Guru 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 Guru. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ZipBooks and Guru integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
