Connect ZipBooks and Tiledesk
Integrate ZipBooks with Tiledesk to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Contact in Tiledesk when New Contact Is Added in ZipBooks
Send Message to Conversation in Tiledesk when New Contact Is Added in ZipBooks
Invite a team member to Tiledesk when New Contact Is Added in ZipBooks
Create saved reply in Tiledesk when New Contact Is Added in ZipBooks
Create tag in Tiledesk when New Contact Is Added in ZipBooks
Popular ZipBooks + Tiledesk 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
Tiledesk
Automatically do this!
Create a Contact
Send Message to Conversation
Invite a team member
Create saved reply
Create tag
Create support request
Update Contact
Create label
Create group
Create a Contact in Tiledesk when New Contact Is Added in ZipBooks
Use this flowSend Message to Conversation in Tiledesk when New Contact Is Added in ZipBooks
Use this flowInvite a team member to Tiledesk when New Contact Is Added in ZipBooks
Use this flowCreate saved reply in Tiledesk when New Contact Is Added in ZipBooks
Use this flowCreate tag in Tiledesk when New Contact Is Added in ZipBooks
Use this flowCreate support request in Tiledesk when New Contact Is Added in ZipBooks
Use this flowUpdate Contact in Tiledesk when New Contact Is Added in ZipBooks
Use this flowCreate label in Tiledesk when New Contact Is Added in ZipBooks
Use this flowCreate group in Tiledesk when New Contact Is Added in ZipBooks
Use this flowList Contacts from ZipBooks when New contact Arrives in Tiledesk
Use this flowSupported Triggers & Actions
Everything you can automate between ZipBooks and Tiledesk.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
New contact Arrives
runs when new contact arrives
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 Contact
Add a new Contact to Tiledesk.
Send Message to Conversation
Send a message into a support ticket or conversation
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 Tiledesk
Tiledesk is a comprehensive platform for customer support and communication, offering tools for live chat, chatbots, and multi-channel messaging to enhance customer engagement and streamline support processes.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ZipBooks and Tiledesk 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 Tiledesk 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 Tiledesk. No coding required.
Yes. You can set up a workflow where ZipBooks triggers actions in Tiledesk, and a separate workflow where Tiledesk 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 Tiledesk. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ZipBooks and Tiledesk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
