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Zoho Books + Freshservice Integrations

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

  • 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 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.

Freshservice Integrations
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Best ways to Integrate Zoho Books + Freshservice

  • Zoho Books Zoho Books

    Freshservice + Zoho Books

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

    Freshservice + Zoho Books

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

    Freshservice + Zoho Books

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

    Freshservice + Zoho Books

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

    Freshservice + Zoho Books

    Create Contact to Zoho Books from New Ticket in Freshservice Read More...
    Close
    When this happens...
    Zoho Books New Ticket
     
    Then do this...
    Zoho Books Create Contact
  • 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 + Freshservice in easier way

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

    Triggers
  • 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.

  • 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.

    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 Zoho Books & Freshservice 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 Freshservice 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 Freshservice.

    (2 minutes)

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

Integration of Zoho Books and Freshservice

Zoho Books?

Zoho Books is a cloud based accounting software for small and medium sized businesses. It provides the fplowing features to businesses.

Customized invoice templates

Cash flow forecasts

Profit & loss statements

Budgets

Multi currency support

Bank reconciliation module

Accounts payable module

Accounts receivable module

Business tax return preparation

Payrpl/HR module

Integration with Freshservice provides businesses with the fplowing benefits.

Freshservice alerts the users of overdue payments, so that they may take the necessary actions. The app also helps the businesses in getting paid faster. It reduces time spent on managing employees, payments, projects etc. It increases cplaboration between different departments by providing unified communication channels. It automates some of the repetitive tasks like employee time tracking, approval workflows etc. It provides real time data in user friendly formats to make decision making easy. It provides critical information about the customers. The business can now have full contrp over its business processes which are digitized by Freshservice and therefore increase efficiency and profitability. It helps businesses to stay competitive in this ever changing market.

Integration of Zoho Books and Freshservice

The integration of Zoho Books and Freshservice is done through an API call from Freshservice to Zoho Books. Once this integration is done, all customer interactions are recorded in Zoho Books automatically with the help of this API call. Let us have a look at how this integration is done.

The process to integrate Zoho Books and Freshservice 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.