Connect ZipBooks and Kit
Integrate ZipBooks with Kit to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Search Subscriber in Kit when New Contact Is Added in ZipBooks
Add Subscriber to Sequence in Kit when New Contact Is Added in ZipBooks
Remove Tag From Subscriber in Kit when New Contact Is Added in ZipBooks
Create Purchase in Kit when New Contact Is Added in ZipBooks
Create or Update Subscriber in Kit when New Contact Is Added in ZipBooks
Popular ZipBooks + Kit 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
Kit
Automatically do this!
Search Subscriber
Add Subscriber To Form
Add Subscriber to Sequence
Remove Tag From Subscriber
Create Purchase
Add Tag to Subscriber
Create or Update Subscriber
Update Subscriber
Unsubscribe Subscriber
Search Subscriber in Kit when New Contact Is Added in ZipBooks
Use this flowAdd Subscriber to Sequence in Kit when New Contact Is Added in ZipBooks
Use this flowRemove Tag From Subscriber in Kit when New Contact Is Added in ZipBooks
Use this flowCreate Purchase in Kit when New Contact Is Added in ZipBooks
Use this flowCreate or Update Subscriber in Kit when New Contact Is Added in ZipBooks
Use this flowUpdate Subscriber in Kit when New Contact Is Added in ZipBooks
Use this flowList Contacts from ZipBooks when New Purchase in Kit
Use this flowList All Estimates from ZipBooks when New Purchase in Kit
Use this flowList All Invoices from ZipBooks when New Purchase in Kit
Use this flowCalculate VAT Return in ZipBooks when New Purchase in Kit
Use this flowSupported Triggers & Actions
Everything you can automate between ZipBooks and Kit.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
New Form Subscriber
Triggers when a subscription occurs to a specific form
New Purchase
Triggers when a new purchase is added to your account.
New Tag Subscriber
Triggers when a specific tag is added to a subscriber
Subscriber Unsubscribes
Runs when subscriber unsubscribes
Tag Removed From Subscriber
Triggers when a specific tag is removed from a subscriber
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
Search Subscriber
Find the details of a existing subscriber by its ID or Email
Add Subscriber To Form
Subscribe someone to a specific form.
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 Kit
ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ZipBooks and Kit 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 Kit 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 Kit. No coding required.
Yes. You can set up a workflow where ZipBooks triggers actions in Kit, and a separate workflow where Kit 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 Kit. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ZipBooks and Kit integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
