Connect ZipBooks and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Is Added
Choose an Action
Automatically do this!
Create or Update Contact
Create Project
Create Purchase Order
Create New Quote
Find a Purchase Order
Find Invoice
Find Contact
Add Note to Invoice
Add Stock Items
Create Bank Transfer
Create an Xero Invoice
Get Balance Sheet
Get Report of Profit and Loss
Ready to use ZipBooks and Xero 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 you add a new contact
New Quote
Triggers when a new quote is created
New Credit Note
Triggers When A New Credit Note Is Created
New Purchase Order
Triggers when a new purchase order is created
New Bill
Triggers When You Add A New Bill
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 or Update Contact
Creates a new contact.
Create Project
Creates a New Project For a Contact
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Frequently Asked Questions
To start, connect both your ZipBooks and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in ZipBooks triggers actions in Xero (or vice versa).
Absolutely. You can customize how ZipBooks data is recorded in Xero. This includes choosing which data fields go into which fields of Xero, setting up custom formats, and filtering out unwanted information.
The data sync between ZipBooks and Xero 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 Xero. 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 Xero
Xero is a cloud-based accounting software platform for small and medium-sized businesses. It connects business owners with their financial data and advisors anytime, anywhere, on any device.
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