Connect ZipBooks and Odoo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ZipBooks
Choose an Action
Automatically do this!
Create Lead
Ready to use ZipBooks and Odoo automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created.
Do thisActions
Action is the task that follows automatically within your ZipBooks integrations.
new contact is created
runs when new contact is created
Get estimates
Get your estimates so you can review them or use them in other workflows.
Get invoices
Retrieve a page of invoices from ZipBooks.
Create Lead
Create a new lead in odoo crm.
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Frequently Asked Questions
To start, connect both your ZipBooks and Odoo accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Odoo (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Odoo. This includes choosing which data fields go into which fields of Odoo, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Odoo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ZipBooks and Odoo. 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.
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.
Learn MoreAbout Odoo
Odoo is a comprehensive suite of open-source business applications that covers all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, and more. It is designed to streamline business processes and improve productivity by providing a fully integrated and customizable platform.
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