Connect ZipBooks and Lofty
Integrate ZipBooks with Lofty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create New Lead in Lofty when New Contact Is Added in ZipBooks
Add Note to Lead in Lofty when New Contact Is Added in ZipBooks
Update Lead in Lofty when New Contact Is Added in ZipBooks
Search Leads in Lofty when New Contact Is Added in ZipBooks
Send Email To Agent via Lofty when New Contact Is Added in ZipBooks
Popular ZipBooks + Lofty 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
Lofty
Automatically do this!
Create New Lead
Add Note to Lead
Update Lead
Search Leads
Send Email To Agent
Send SMS to Sales Agent
Create Agent
List Transactions
Create Task for Lead
Create New Lead in Lofty when New Contact Is Added in ZipBooks
Use this flowAdd Note to Lead in Lofty when New Contact Is Added in ZipBooks
Use this flowUpdate Lead in Lofty when New Contact Is Added in ZipBooks
Use this flowSearch Leads in Lofty when New Contact Is Added in ZipBooks
Use this flowSend Email To Agent via Lofty when New Contact Is Added in ZipBooks
Use this flowSend SMS to Sales Agent via Lofty when New Contact Is Added in ZipBooks
Use this flowCreate Agent in Lofty when New Contact Is Added in ZipBooks
Use this flowList Transactions from Lofty when New Contact Is Added in ZipBooks
Use this flowCreate Task for Lead in Lofty for the Lead when New Contact Is Added in ZipBooks
Use this flowList Contacts from ZipBooks when New Lead Is Added in Lofty
Use this flowSupported Triggers & Actions
Everything you can automate between ZipBooks and Lofty.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
New Lead Is Added
Runs when new lead is added
Lead Updated
Runs the workflow automatically whenever a contact is updated in Lofty.
Lead Pipeline Changed
Runs the workflow automatically whenever a lead's pipeline stage changes in Lofty.
New Transaction
Runs the workflow automatically whenever a new transaction is created in Lofty.
New Task Added
Enter trigger Description Here
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 New Lead
Create a new lead
Add Note to Lead
Add a note to a lead
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.
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About Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ZipBooks and Lofty 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 Lofty 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 Lofty. No coding required.
Yes. You can set up a workflow where ZipBooks triggers actions in Lofty, and a separate workflow where Lofty 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 Lofty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ZipBooks and Lofty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
