Connect ZipBooks and SmartRoutes
Integrate ZipBooks with SmartRoutes to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Order in SmartRoutes when New Contact Is Added in ZipBooks
Get Customer by ID in Smartroutes when New Contact Is Added in ZipBooks
Update Customer by ID in Smartroutes when New Contact Is Added in ZipBooks
Get All Vehicles from SmartRoutes when New Contact Is Added in ZipBooks
Delete Orders by Order Number in Smartroutes when New Contact Is Added in ZipBooks
Popular ZipBooks + SmartRoutes 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
SmartRoutes
Automatically do this!
Create a Order
Get Customer by ID
Update Customer by ID
Get All Vehicles
Delete Orders by Order Number
Get Orders
List Custom Fields
List Capacities
List Customers
List Notification Templates
List Orders
List Plans
List Routes
List Vehicles
List Zone Groups
Create a Order in SmartRoutes when New Contact Is Added in ZipBooks
Use this flowGet Customer by ID in Smartroutes when New Contact Is Added in ZipBooks
Use this flowUpdate Customer by ID in Smartroutes when New Contact Is Added in ZipBooks
Use this flowGet All Vehicles from SmartRoutes when New Contact Is Added in ZipBooks
Use this flowDelete Orders by Order Number in Smartroutes when New Contact Is Added in ZipBooks
Use this flowGet Orders in Smartroutes when New Contact Is Added in ZipBooks
Use this flowList Custom Fields in Smartroutes when New Contact Is Added in ZipBooks
Use this flowList Capacities in Smartroutes when New Contact Is Added in ZipBooks
Use this flowList Customers in Smartroutes when New Contact Is Added in ZipBooks
Use this flowList Notification Templates in Smartroutes when New Contact Is Added in ZipBooks
Use this flowSupported Triggers & Actions
Everything you can automate between ZipBooks and SmartRoutes.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
New Order Created
Triggers when a new order is 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 a Order
Creates a new order.
Get Customer by ID
Here you will get costumer details.
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 SmartRoutes
SmartRoutes is a comprehensive route optimization and delivery management platform designed to streamline logistics operations for businesses. It offers features such as route planning, real-time tracking, and delivery analytics to enhance efficiency and customer satisfaction.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ZipBooks and SmartRoutes 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 SmartRoutes 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 SmartRoutes. No coding required.
Yes. You can set up a workflow where ZipBooks triggers actions in SmartRoutes, and a separate workflow where SmartRoutes 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 SmartRoutes. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ZipBooks and SmartRoutes integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
