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Zoho Books + Deskpro Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

About Deskpro

Deskpro is dynamic helpdesk software that delivers memorable customer experiences to your customers or internal users.

Deskpro Integrations

Best ways to Integrate Zoho Books + Deskpro

  • Zoho Books Deskpro

    Zoho Books + Deskpro

    Add Message to Ticket in Deskpro when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Deskpro Add Message to Ticket
  • Zoho Books Deskpro

    Zoho Books + Deskpro

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

    Zoho Books + Deskpro

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

    Zoho Books + Deskpro

    Update Ticket in Deskpro when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Deskpro Update Ticket
  • Zoho Books Deskpro

    Zoho Books + Deskpro

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

    Zoho Books + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Credit Notes

    Triggers every time a new credit note 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.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is created.

  • New Ticket

    Triggers when a new ticket is created.

  • New Ticket Reply

    Triggers when a ticket is answered.

    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.

  • Add Message to Ticket

    Add a new note to an existing ticket.

  • Create Organization

    Create a new organization.

  • Create Person

    Creates a new person.

  • Create Ticket

    Creates a new ticket.

  • Update Ticket

    Update an existing ticket.

How Zoho Books & Deskpro Integrations Work

  1. Step 1: Choose Zoho Books 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 Deskpro 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 Zoho Books to Deskpro.

    (2 minutes)

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

Integration of Zoho Books and Deskpro

Zoho Books?

Zoho books is an accounting software that contains all tops required for running a business smoothly. It also helps to manage the invoices, bills and online payments. Zoho Books has a feature of ‘e-billing’ which allows you to send your bills directly to your customer’s email address through ZohoBooks. It is an online software that can be used by individuals, small businesses and large organizations. It comes with different payment gateways which help in accepting payments via credit cards, debit cards, Net banking etc. You can provide invoice to your customers through ZohoBooks and they can pay for it via online modes. The invoices are stored in the database which does not take any hard disk space. With this software, you can also send reminders to your customers about their due dates. The reminders are sent via email or SMS. Zoho Books is prepared in such a manner that it gives you regular reports regarding your business. These reports include sales performance, balance sheet report, cash flow report, profit and loss report etc. All these reports are very helpful as they show the growth rate of the business.

Deskpro?

Deskpro is the cloud-based accounting software launched by Zoho Corp. This software helps small businesses to manage their accounting process efficiently. The features of Deskpro include inventory management, reporting, invoicing, tracking expenses etc. It helps to keep a track of all the expenses incurred by your business. It helps small businesses to save time and money as it provides various templates that can be used according to the business requirement. It is compatible with Quickbooks and Sage 50 accounting software. It comes with free unlimited support from ZohoCorp and the best part is that it is available at a very low price.

Integration of Zoho Books and Deskpro

The integration of Zoho Books and Deskpro starts with the integration of the two web portals of Zoho and Deskpro. Then it invpves integration with other components like inventory management, invoicing etc. One of the key benefits of integration between these two platforms is that you don’t need to input data more than once in both systems. Another benefit is that many users are able to simultaneously access information on both platforms at a time. The integration of Deskpro with Zoho Books makes it easy for users to track their sales, inventory, invoices, payments etc. from one place. Both the platform have different features but both have been integrated together so that the user doesn’t feel the difference between the two platforms and they can easily switch from one to another platform without experiencing any problem while using each platform separately.

Benefits of Integration of Zoho Books and Deskpro

There are various benefits of integrating Zoho Books and Deskpro. Some of them are as fplows:

  • One of the main benefits of integrating Zoho Books and Deskpro is that it helps you to save valuable time and money as there is no need to maintain two separate accounting software that are similar in nature. So by using both platforms together you can save time and money at the same time.
  • Integration of Zoho Books and Deskpro allows you to track your expenses at one place only while still maintaining a separate place for managing your sales and inventory data. This makes it easier for you to maintain the record of your business transactions as well as your income and expenditure details in a better way.
  • Integration of Zoho Books and Deskpro helps you to get all the information you require about your business in just one place so that you don’t have to search any other place for getting your desired information on your business transactions. And with just one login id you will be able to access all the data related to your business from both platforms together.
  • Integration of Zoho Books and Deskpro helps you to get various reports regarding your business transaction which would otherwise be difficult if you were using both platforms separately without integration. Reports related to various business analytics like sales performance reports, audit reports, tax reports etc. can be accessed very easily when these two platforms are integrated together because all such reports are present in one place only when integration happens between these two platforms.

In this note we discussed about why these two web portals should be integrated together by comparing their features, importance of integration and benefits associated with integration between these two platforms. We also discussed how these two platforms can be integrated together along with some important advantages associated with it like saving time and money as well as getting all the information related to business financials in one place only so that there is no need to search for anything else for getting desired information related to your business finance while using either platform separately.

The process to integrate Zoho Books and Deskpro 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.