Connect ZipBooks and Phrase
Integrate ZipBooks with Phrase to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start a Job in Phrase when New Contact Is Added in ZipBooks
Complete a Job in Phrase when New Contact Is Added in ZipBooks
Delete a Job in Phrase when New Contact Is Added in ZipBooks
Create a Job Comment in Phrase when New Contact Is Added in ZipBooks
Delete a Job Comment in Phrase when New Contact Is Added in ZipBooks
Popular ZipBooks + Phrase 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
Phrase
Automatically do this!
Start a Job
Complete a Job
Delete a Job
Create a Job Comment
Delete a Job Comment
Update a Job Comment
Lock a Job
Unlock a Job
Start a Job in Phrase when New Contact Is Added in ZipBooks
Use this flowComplete a Job in Phrase when New Contact Is Added in ZipBooks
Use this flowDelete a Job in Phrase when New Contact Is Added in ZipBooks
Use this flowCreate a Job Comment in Phrase when New Contact Is Added in ZipBooks
Use this flowDelete a Job Comment in Phrase when New Contact Is Added in ZipBooks
Use this flowUpdate a Job Comment in Phrase when New Contact Is Added in ZipBooks
Use this flowLock a Job in Phrase when New Contact Is Added in ZipBooks
Use this flowUnlock a Job in Phrase when New Contact Is Added in ZipBooks
Use this flowList Contacts from ZipBooks when Job Created in Phrase
Use this flowList All Estimates from ZipBooks when Job Created in Phrase
Use this flowSupported Triggers & Actions
Everything you can automate between ZipBooks and Phrase.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
Job Created
Triggers when a Phrase Job has been created, but not yet started.
Job Started
Triggers when a Phrase Job is marked as in-progress.
Job Completed
Triggers when a Phrase Job has been marked as completed.
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
Start a Job
Starts an existing job that is in draft state.
Complete a Job
Completed a job that is in the 'in_progress' state.
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.
Learn moreSimilar apps
About Phrase
Phrase is a comprehensive localization management platform that streamlines the translation and localization process for businesses, enabling them to reach global audiences effectively.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ZipBooks and Phrase 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 Phrase 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 Phrase. No coding required.
Yes. You can set up a workflow where ZipBooks triggers actions in Phrase, and a separate workflow where Phrase 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 Phrase. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ZipBooks and Phrase integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
