Zoho Books + Zendesk Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho Books and Zendesk
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Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
About Zendesk
Zendesk is the world's leading cloud-based customer service software that provides a single platform for businesses to improve their customer service, support and experience across multiple channels, such as email, social media and helpdesks.
Zendesk IntegrationsLooking for the Zendesk Alternatives? Here is the list of top Zendesk Alternatives
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Best ways to Integrate Zoho Books + Zendesk
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When this happens...
New Item
Then do this...
Create Ticket
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Zoho Books + Zendesk
Update User in Zendesk when New Item is created in Zoho Books Read More...When this happens...
New Item
Then do this...
Update User
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When this happens...
New Item
Then do this...
Create User
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When this happens...
New Item
Then do this...
Create Organization
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Zoho Books + Zendesk
Update Ticket in Zendesk when New Item is created in Zoho Books Read More...When this happens...
New Item
Then do this...
Update Ticket
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Zoho Books + Zendesk without coding knowledge. Start creating your own business flow.
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New Contact
Triggers when a new contact is created.
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New Credit Notes
Triggers every time a new credit note is created.
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New Estimate
Triggers every time a new estimate is created.
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New Item
Triggers every time a new item is created.
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New Purchase Order
Triggers every time a new purchase order is created.
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New Sales Invoice
Triggers on a new sales invoice in Zoho Books.
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New Sales Order
Triggers every time a new sales order is created.
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New Group
Triggers every time a new group is created in Zendesk.
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New Organization
Triggers once a new organization is added to Zendesk.
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New Ticket
Triggers every time a new ticket is added to a view.
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New User
Triggers when a new user is created in Zendesk.
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Updated Ticket
Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).
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Create Bill
Creates a new bill.
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Create Contact
Creates a new contact.
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Create Item
Creates a new item.
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Create Sales Invoice
Creates a new sales invoice in Zoho Books.
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Update Contact
Updates an existing contact.
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Update Sales Invoice
Updates an existing invoice in Zoho Books.
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Create Organization
Create a new organization.
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Create Ticket
Create a new ticket.
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Create User
Create a new user.
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Update Organization
Update an existing organization.
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Update Ticket
Modify an existing ticket status or add comments.
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Update User
Modify an existing user.
How Zoho Books & Zendesk Integrations Work
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Step 1: Choose Zoho Books as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Zendesk as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoho Books to Zendesk.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho Books and Zendesk
Zoho Books, formerly known as Zoho Invoice and Zoho Expense, is a cloud based accounting software. It can be used to handle all your business needs. You can use this software to create and send invoices, track expenses, and handle payments, among other things. Zendesk, on the other hand, is a customer service software. It helps you manage your customer support effectively. In this article, I will discuss the integration of Zoho Books and Zendesk.
Integration of Zoho Books and Zendesk allows you to access both the software from one single app. You can also cross-sell the services of both the software by sending an email with a link to the invoice in Zoho Books. Let us see how this integration works in detail.
Integration of Zoho Books and Zendesk
- Setup. The first thing to do before integrating Zoho Books and Zendesk is to set up your accounts in the two software separately. You can do it without any problem. For setting up your account in Zoho Books, you need to go to https://www.zoho.eu/books/home/index.php?aid=register and create a Zoho account. This account is similar to creating your Google account or sending an email using Gmail. For setting up your account in Zendesk, you need to go to https://www.zendesk.com/signup and create a free account.
- Create an Invoice. Once you have created an account in both the software, you can begin creating an invoice in Zoho Books. For creating an invoice in Zoho Books, you need to go to https://www.zoho.eu/books/home/index.php?aid=create_invoice and fplow the instructions there. First, you need to select which customer you want to create the invoice for from your customer list that appears on your left side panel after logging in to Zoho Books. Then, click on the ‘Create Invoice’ button that appears at the right corner of the customer list. A new window opens after that, where you can add all the information about the service or product you are providing and its price. Once the invoice is ready, you can click on ‘send invoice’ button at the bottom right corner of the page and send an email with the invoice as an attachment to your customer using your registered email address with Zoho Books.
- Set Up Integration. Now that you have created an invoice in Zoho Books, you need to integrate Zoho Books and Zendesk so that you can see this invoice in your customer service software. To set up integration between these two software, you need to fplow these steps:
Click on Continue button
Click on Finish button once all the above steps are completed successfully
Now that you have set up integration between Zoho Books and Zendesk, whenever you create an invoice in Zoho Books and send it to your customer using an email, you will find this invoice in your customer service software as well along with all its details such as invoice number and date sent among others. You can also automate this process using Zapier – just fplow these steps above and save it as a Zapier Zap (https://zapier.com/zapbook. This Zap will automatically send every new invoice created by you in Zoho Books to one of your existing customers via email within few minutes after creation of the invoice by you!
The process to integrate Zoho Books and Zendesk 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.
