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Create business workflows for ZipBooks without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular ZipBooks workflows

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Email new ZipBooks estimates to customers

Use this flow to automatically email new estimates as they’re created in your accounting application. New ZipBooks estimates are emailed to the respective customer.

How it works
1. A new estimate is created in ZipBooks.
2. Zoho Flow emails the estimate to the corresponding customer.
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Email new ZipBooks estimates to customers

ZipBooks + Send Email

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Store new ZipBooks invoices in a Zoho Sheets spreadsheet

Automatically store new invoice information in a spreadsheet. This flow stores new ZipBooks invoices in a Zoho Sheets spreadsheet.

How it works
1. A new invoice is created in ZipBooks.
2. Zoho Flow adds the invoice information to a Zoho Sheets spreadsheet.
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Store new ZipBooks invoices in a Zoho Sheets spreadsheet

ZipBooks + Zoho Sheet

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Supported triggers

All Triggers - A trigger kickstarts the flow

Contact added

Triggers when a new contact is added

Estimate added

Triggers when a new estimate is added

Invoice added

Triggers when a new invoice is added

All Actions - Actions are the automated tasks

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What is ZipBooks?

ZipBooks is free accounting software that sends invoices, tracks time and expenses, integrates with your bank, and lets you process credit cards.

Proposals & Invoices Accounting

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Bulid comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Technical Engineer, Master Liveaboards

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