Connect ZipBooks and SmartTask to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Is Added
Choose an Action
Automatically do this!
List Organizations
Create Task
List User
List Project
Add Comment to Task
Create Contact
Complete a Task
Ready to use ZipBooks and SmartTask automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
New Contact
Triggers when a new contact is added to the organization.
New Task
Triggers when a new task is added to the project.
Task Completion
Triggers when a task is marked completed.
Task Comment Added
Triggers when a comment is added on task .
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
List Organizations
Retrieve all the list of organizatons
Create Task
Creates a new task
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Frequently Asked Questions
To start, connect both your ZipBooks and SmartTask accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in SmartTask (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in SmartTask. This includes choosing which data fields go into which fields of SmartTask, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and SmartTask 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 SmartTask. 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 SmartTask
SmartTask is an online work management tool helping teams streamline their communication and workflows.
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