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Freshservice + Zoho Books Integrations

Appy Pie Connect allows you to automate multiple workflows between Freshservice and Zoho Books

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshservice

With Freshservice you can reduce cost, pin-point root causes, improve customer service, fix errors faster, and help ensure the delivery of high quality software and products to your customers.

About Zoho Books

Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.

Zoho Books Integrations
Zoho Books Alternatives

Looking for the Zoho Books Alternatives? Here is the list of top Zoho Books Alternatives

  • FreshBooks FreshBooks
  • Freshsales Freshsales

Best ways to Integrate Freshservice + Zoho Books

  • Freshservice Zoho Books

    Freshservice + Zoho Books

    Create Contact to Zoho Books from New User in Freshservice Read More...
    Close
    When this happens...
    Freshservice New User
     
    Then do this...
    Zoho Books Create Contact
  • Freshservice Zoho Books

    Freshservice + Zoho Books

    Create Sales Invoice to Zoho Books from New User in Freshservice Read More...
    Close
    When this happens...
    Freshservice New User
     
    Then do this...
    Zoho Books Create Sales Invoice
  • Freshservice Zoho Books

    Freshservice + Zoho Books

    Create Item to Zoho Books from New User in Freshservice Read More...
    Close
    When this happens...
    Freshservice New User
     
    Then do this...
    Zoho Books Create Item
  • Freshservice Zoho Books

    Freshservice + Zoho Books

    Update Contact in Zoho Books when New User is created in Freshservice Read More...
    Close
    When this happens...
    Freshservice New User
     
    Then do this...
    Zoho Books Update Contact
  • Freshservice Zoho Books

    Freshservice + Zoho Books

    Create Contact to Zoho Books from New Ticket in Freshservice Read More...
    Close
    When this happens...
    Freshservice New Ticket
     
    Then do this...
    Zoho Books Create Contact
  • Freshservice {{item.actionAppName}}

    Freshservice + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Freshservice + Zoho Books in easier way

It's easy to connect Freshservice + Zoho Books without coding knowledge. Start creating your own business flow.

    Triggers
  • New Ticket

    Triggers when there is a new ticket is created in Freshservice.

  • New User

    Triggers when a new User is created.

  • Update Ticket

    Triggers when a Ticket is updated.

  • Update User

    Triggers when a user is updated.

  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Purchase Order

    Triggers every time a new purchase order is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • New Sales Order

    Triggers every time a new sales order is created.

    Actions
  • Create Bill

    Creates a new bill.

  • Create Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

How Freshservice & Zoho Books Integrations Work

  1. Step 1: Choose Freshservice as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho Books as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Freshservice to Zoho Books.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Freshservice and Zoho Books

Freshservice

Freshservice is an IT service desk software. It is a cloud-based service desk spution, which provides business agility and frees the IT from the burden of managing inventory. It enables users to manage the entire IT portfpio in one central location.

Zoho Books

Zoho Books is a web-based accounting software. It allows users to manage their businesses by providing tops such as invoice management, inventory tracking, expense claims and many others. It also integrates with Quickbooks and Xero.

Integration of Freshservice and Zoho Books

Users can integrate Freshservice with Zoho Books to streamline the workflow across their business. With this integration, users can create work orders in Freshservice that are automatically synced with Zoho Books. When they create a work order in Freshservice, it automatically appears in the ‘To Do’ cpumn in Zoho Books. This saves them from manually copying the work orders from Freshservice to Zoho Books. This integration also allows users to view all the tasks for their clients in a single place.

Benefits of Integration of Freshservice and Zoho Books

The integration of Freshservice and Zoho Books becomes beneficial for your business when you want to automate your workflow. The integration does not only save time but also reduces the number of errors that occur due to manual copying of data from one application to another. The integration also allows users to see all their clients in one place and get work done faster. Users can now view all their tasks in one screen instead of opening multiple applications at once.

The process to integrate Freshservice and Zoho Books may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.