

Integrate ZipBooks with Upsales
Send information between ZipBooks and Upsales automatically, without writing any code, using Zoho Flow.

Build your own integrations between ZipBooks and Upsales
Connect ZipBooks and Upsales with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate ZipBooks and Upsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Estimate added
Triggers when a new estimate is added

Contact added
Triggers when a new contact is added

Invoice added
Triggers when a new invoice is added

Contact created
Triggers when a new contact is created

Appointment created
Triggers when a new appointment is created

Opportunity created
Triggers when a new opportunity is created

Order created
Triggers when a new order is created

Company created
Triggers when a new company is created

User created
Triggers when a new user is created

Activity created
Triggers when a new activity is created

Event created
Triggers when a new event is created

Product created
Triggers when a new product is created
All Actions - Actions are the automated tasks

Create activity
Creates a new activity

Create contact
Creates a new contact

Create order
Creates a new order

Create company
Creates a new company

Create product
Creates a new product

Create appointment
Creates a new appointment
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.
What is Upsales?
Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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