Connect ZipBooks and Solve CRM
Integrate ZipBooks with Solve CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Company in Solve360 when New Contact Is Added in ZipBooks
Create a Contact in Solve CRM when New Contact Is Added in ZipBooks
List Contact in Solve CRM when New Contact Is Added in ZipBooks
List Ownership in Solve-crm when New Contact Is Added in ZipBooks
List Category Tags from Solve CRM when New Contact Is Added in ZipBooks
Popular ZipBooks + Solve CRM 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
Solve CRM
Automatically do this!
Create a Company
Create a Contact
List Contact
List Ownership
List Category Tags
List Fields
Create a Company in Solve360 when New Contact Is Added in ZipBooks
Use this flowCreate a Contact in Solve CRM when New Contact Is Added in ZipBooks
Use this flowList Contact in Solve CRM when New Contact Is Added in ZipBooks
Use this flowList Ownership in Solve-crm when New Contact Is Added in ZipBooks
Use this flowList Category Tags from Solve CRM when New Contact Is Added in ZipBooks
Use this flowList Fields in Solve-crm when New Contact Is Added in ZipBooks
Use this flowList Contacts from ZipBooks when New Company in Solve-crm
Use this flowList All Estimates from ZipBooks when New Company in Solve-crm
Use this flowList All Invoices from ZipBooks when New Company in Solve-crm
Use this flowCalculate VAT Return in ZipBooks when New Company in Solve-crm
Use this flowSupported Triggers & Actions
Everything you can automate between ZipBooks and Solve CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
New Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
Update Contact
Triggers when update a contact.
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 Company
Creates a new company record in Solve360.
Create a Contact
Creates a new contact in Solve360.
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 Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ZipBooks and Solve CRM 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 Solve CRM 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 Solve CRM. No coding required.
Yes. You can set up a workflow where ZipBooks triggers actions in Solve CRM, and a separate workflow where Solve CRM 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 Solve CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ZipBooks and Solve CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
