Integrate ZipBooks with Sellsy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Sellsy when New Contact Is Added in ZipBooks
Create Task in Sellsy when New Contact Is Added in ZipBooks
Create Opportunity in Sellsy when New Contact Is Added in ZipBooks
Find or Create Contact in Sellsy when New Contact Is Added in ZipBooks
Create Or Update Contact in Sellsy when New Contact Is Added in ZipBooks
Start from a real workflow other teams are already running.
ZipBooks
When this happens...
New Contact Is Added
Sellsy
Automatically do this!
Create Contact
Create Task
Create Opportunity
Find or Create Contact
Create Or Update Contact
Find or Create Company
Create Contact in Sellsy when New Contact Is Added in ZipBooks
Use this flowCreate Task in Sellsy when New Contact Is Added in ZipBooks
Use this flowCreate Opportunity in Sellsy when New Contact Is Added in ZipBooks
Use this flowFind or Create Contact in Sellsy when New Contact Is Added in ZipBooks
Use this flowCreate Or Update Contact in Sellsy when New Contact Is Added in ZipBooks
Use this flowFind or Create Company in Sellsy when New Contact Is Added in ZipBooks
Use this flowList Contacts from ZipBooks when New Contact in Sellsy
Use this flowList All Estimates from ZipBooks when New Contact in Sellsy
Use this flowList All Invoices from ZipBooks when New Contact in Sellsy
Use this flowCalculate VAT Return in ZipBooks when New Contact in Sellsy
Use this flowEverything you can automate between ZipBooks and Sellsy.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new contact is added
Triggers when a new contact is created.
Triggers when a new opportunity is Created.
Triggers when a new company (client or prospect) is created.
Triggers when a new task is created.
Triggers when a task is deleted.
Action is the task that follows automatically within your ZipBooks integrations.
Get your ZipBooks contacts
Retrieve all estimates
Retrieve all invoices
Calculate VAT & invoice totals
Add a new contact with name, email, phone, social profiles, owner, notes, and preferences.
Create a new task in Sellsy with title, due date, assignees, label, priority, reminders, and optional related items.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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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 moreSellsy is a comprehensive business management platform that offers tools for CRM, invoicing, accounting, and project management, designed to streamline operations and enhance productivity for businesses of all sizes.
Learn moreSign up for a free viaSocket account, then authorize both your ZipBooks and Sellsy 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 Sellsy 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 Sellsy. No coding required.
Yes. You can set up a workflow where ZipBooks triggers actions in Sellsy, and a separate workflow where Sellsy 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 Sellsy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ZipBooks and Sellsy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.