Connect ZipBooks and Kommo to Build Intelligent Automations

Choose a Trigger

ZipBooks

When this happens...

Choose an Action

Kommo

Automatically do this!

Ready to use ZipBooks and Kommo automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact Is Added

New Contact Is Added

Runs when new contact is added

New Company

New Company

Triggers when a new company is created.

New Contact

New Contact

Triggers when a new contact is created.

Task Updated

Task Updated

Triggers when task is updated.

Lead Responsible User Changed

Lead Responsible User Changed

Triggers when a Lead's responsible user is changed in your Kommo account.

Company Updated

Company Updated

Triggers when company is updated.

Do thisActions

Action is the task that follows automatically within your ZipBooks integrations.

List Contacts

List Contacts

Get your ZipBooks contacts

List All Estimates

List All Estimates

Retrieve all estimates

List All Invoices

List All Invoices

Retrieve all invoices

Calculate VAT Return

Calculate VAT Return

Calculate VAT & invoice totals

Create Company

Create Company

Create a company into your account.

Create Contact

Create Contact

Create a new contact in your account.

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Step by step guides to integrate ZipBooks and Kommo

Frequently Asked Questions

How do I start an integration between ZipBooks and Kommo?

To start, connect both your ZipBooks and Kommo accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Kommo (or vice versa).

Can we customize how data from ZipBooks is recorded in Kommo?

Absolutely. You can customize how ZipBooks data is recorded in Kommo. This includes choosing which data fields go into which fields of Kommo, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ZipBooks and Kommo?

The data sync between ZipBooks and Kommo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ZipBooks to Kommo?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ZipBooks and Kommo?

Yes, you can set conditional logic to control the flow of data between ZipBooks and Kommo. 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.

ZipBooks

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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Kommo

About Kommo

Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.

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