Connect ZipBooks and SimpleCert
Integrate ZipBooks with SimpleCert to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create New Project in SimpleCert when New Contact Is Added in ZipBooks
List Contacts from ZipBooks when New Project Created in SimpleCert
List All Estimates from ZipBooks when New Project Created in SimpleCert
List All Invoices from ZipBooks when New Project Created in SimpleCert
Calculate VAT Return in ZipBooks when New Project Created in SimpleCert
Popular ZipBooks + SimpleCert 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
SimpleCert
Automatically do this!
Create New Project
Create New Project in SimpleCert when New Contact Is Added in ZipBooks
Use this flowList Contacts from ZipBooks when New Project Created in SimpleCert
Use this flowList All Estimates from ZipBooks when New Project Created in SimpleCert
Use this flowList All Invoices from ZipBooks when New Project Created in SimpleCert
Use this flowCalculate VAT Return in ZipBooks when New Project Created in SimpleCert
Use this flowList Contacts from ZipBooks when New Recipient Added to SimpleCert
Use this flowList All Estimates from ZipBooks when New Recipient Added to SimpleCert
Use this flowList All Invoices from ZipBooks when New Recipient Added to SimpleCert
Use this flowCalculate VAT Return in ZipBooks when New Recipient Added to SimpleCert
Use this flowList Contacts from ZipBooks when New Certificate Created in SimpleCert
Use this flowSupported Triggers & Actions
Everything you can automate between ZipBooks and SimpleCert.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
New Project Created
Runs when new project created
New Recipient Added
Runs when new recipient added
New Certificate Created
Runs when certificate created
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 Project
Create a certificate project
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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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 SimpleCert
SimpleCert is a platform designed to streamline the process of creating, managing, and distributing certificates. It offers tools for designing custom certificates, automating the distribution process, and tracking certificate issuance. Ideal for educational institutions, training providers, and organizations that need to issue certificates regularly, SimpleCert simplifies the entire certification process, making it efficient and hassle-free.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ZipBooks and SimpleCert 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 SimpleCert 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 SimpleCert. No coding required.
Yes. You can set up a workflow where ZipBooks triggers actions in SimpleCert, and a separate workflow where SimpleCert 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 SimpleCert. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ZipBooks and SimpleCert integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
