Connect ZipBooks and Survser
Integrate ZipBooks with Survser to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Contacts from ZipBooks when New Survey Response Arrives in Survser
List All Invoices from ZipBooks when New Survey Created in Survser
List All Estimates from ZipBooks when New Survey Created in Survser
Calculate VAT Return in ZipBooks when New Survey Response Arrives in Survser
Calculate VAT Return in ZipBooks when New Survey Created in Survser
Popular ZipBooks + Survser 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
Survser
Automatically do this!
List All Surveys
List Survey Responses
Get Project Details
List Contacts from ZipBooks when New Survey Response Arrives in Survser
Use this flowList All Invoices from ZipBooks when New Survey Created in Survser
Use this flowList All Estimates from ZipBooks when New Survey Created in Survser
Use this flowCalculate VAT Return in ZipBooks when New Survey Response Arrives in Survser
Use this flowCalculate VAT Return in ZipBooks when New Survey Created in Survser
Use this flowList All Estimates from ZipBooks when New Survey Response Arrives in Survser
Use this flowList Contacts from ZipBooks when New Survey Created in Survser
Use this flowList All Invoices from ZipBooks when New Survey Response Arrives in Survser
Use this flowGet Project Details from Survser when New Contact Is Added in ZipBooks
Use this flowList Survey Responses from Survser when New Contact Is Added in ZipBooks
Use this flowSupported Triggers & Actions
Everything you can automate between ZipBooks and Survser.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
New Survey Created
Triggers when a new survey is created and activated in the project.
New Survey Response Arrives
Triggers when a new completed response is submitted for a selected survey.
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 All Surveys
List all active surveys in the project along with their questions and answer options.
List Survey Responses
Retrieve all completed responses for a selected survey including answers, respondent info, and submission 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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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.
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About Survser
Survser is a user and product research tool that allows its users to create and deploy microsurveys within their digital products.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ZipBooks and Survser 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 Survser 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 Survser. No coding required.
Yes. You can set up a workflow where ZipBooks triggers actions in Survser, and a separate workflow where Survser 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 Survser. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ZipBooks and Survser integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
