Popular ZipBooks + Lemlist flows

Start from a real workflow other teams are already running.

Choose a trigger

ZipBooks logo

ZipBooks

When this happens...

Choose an action

Lemlist logo

Lemlist

Automatically do this!

Full list

Supported Triggers & Actions

Everything you can automate between ZipBooks and Lemlist.

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

Unsubscribed Recipient

Unsubscribed Recipient

Triggers when a recipient be unsubscribes from an email subscription list.

New Campaign

New Campaign

Triggers when a new campaign is created.

New Company

New Company

Triggers when a new company is created.

Request a new Trigger for ZipBooks

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

Add Lead to campaign

Add Lead to campaign

Add lead to a campaign

Search Lead

Search Lead

Search a lead

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations ZipBooks
ZipBooks + Lemlist
ZipBooks logo

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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Integrations Lemlist
Lemlist + ZipBooks
Lemlist logo

About Lemlist

lemlist is an email outreach platform that enables users to create, send, and track personalized email campaigns. It offers features like automated follow-ups, A/B testing, and detailed analytics to help improve email outreach efforts.

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Frequently Asked Questions

How do I connect ZipBooks and Lemlist?

Sign up for a free viaSocket account, then authorize both your ZipBooks and Lemlist 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between ZipBooks and Lemlist as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from ZipBooks to Lemlist?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Lemlist. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where ZipBooks triggers actions in Lemlist, and a separate workflow where Lemlist triggers actions in ZipBooks. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between ZipBooks and Lemlist. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire ZipBooks and Lemlist integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.