Connect ZipBooks and toflow.ai
Integrate ZipBooks with toflow.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Company in ToFlow.ai when New Contact Is Added in ZipBooks
Create Task in ToFlow.ai when New Contact Is Added in ZipBooks
Create List in toflow.ai when New Contact Is Added in ZipBooks
Update List Details in toflow.ai when New Contact Is Added in ZipBooks
Get Lists from toflow.ai when New Contact Is Added in ZipBooks
Popular ZipBooks + toflow.ai 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
toflow.ai
Automatically do this!
Update Company
Create Task
Create List
Update List Details
Get Lists
Delete List
Create Company
List Companies
Delete Company
Create Person
Update Person
Create Note
Find Tasks
Get Person
Update Task Details
Delete Task
Find Notes
List Deals
Create Deal
Delete Deal
Send Email
Get Filtered Emails
Update Deal Fields
Update Company in ToFlow.ai when New Contact Is Added in ZipBooks
Use this flowCreate Task in ToFlow.ai when New Contact Is Added in ZipBooks
Use this flowCreate List in toflow.ai when New Contact Is Added in ZipBooks
Use this flowUpdate List Details in toflow.ai when New Contact Is Added in ZipBooks
Use this flowGet Lists from toflow.ai when New Contact Is Added in ZipBooks
Use this flowDelete List in toflow.ai when New Contact Is Added in ZipBooks
Use this flowCreate Company in Toflow.ai when New Contact Is Added in ZipBooks
Use this flowList Companies from toflow.ai when New Contact Is Added in ZipBooks
Use this flowDelete Company in Toflow.ai when New Contact Is Added in ZipBooks
Use this flowCreate Person in Toflow.ai when New Contact Is Added in ZipBooks
Use this flowSupported Triggers & Actions
Everything you can automate between ZipBooks and toflow.ai.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Is Added
Runs when new contact is added
When new tasks are created
Runs the workflow automatically whenever new tasks are created in the account.
When a new company is added
Runs the workflow automatically whenever a new company is added to the account.
When a person is created
Runs the workflow automatically whenever a new person is created in the account.
When a new deal is created
Runs the workflow automatically whenever a new deal is added to the account.
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
Update Company
Update attributes on a company record.
Create Task
Create a task with a title and due date; optionally add description or status, assign an owner or assignee, and link it to a person, company, deal, or other resource.
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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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 toflow.ai
AI-native multi-channel outreach platform for B2B sales teams to find leads, enrich contacts, and run personalized campaigns across email, LinkedIn, and WhatsApp with AI.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ZipBooks and toflow.ai 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 toflow.ai 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 toflow.ai. No coding required.
Yes. You can set up a workflow where ZipBooks triggers actions in toflow.ai, and a separate workflow where toflow.ai 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 toflow.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ZipBooks and toflow.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
