Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
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 IntegrationsZoho Books + Zendesk
Update User in Zendesk when New Item is created in Zoho Books Read More...Zoho Books + Zendesk
Update Ticket in Zendesk when New Item is created in Zoho Books Read More...It's easy to connect Zoho Books + Zendesk without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers every time a new credit note is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers every time a new purchase order is created.
Triggers on a new sales invoice in Zoho Books.
Triggers every time a new sales order is created.
Triggers every time a new group is created in Zendesk.
Triggers once a new organization is added to Zendesk.
Triggers every time a new ticket is added to a view.
Triggers when a new user is created in Zendesk.
Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).
Creates a new bill.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Updates an existing invoice in Zoho Books.
Create a new organization.
Create a new ticket.
Create a new user.
Update an existing organization.
Modify an existing ticket status or add comments.
Modify an existing user.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
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.
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.