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Zoho Books + Zendesk Integrations

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

  • 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 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 Integrations
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Best ways to Integrate Zoho Books + Zendesk

  • Zoho Books Zendesk

    Zoho Books + Zendesk

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

    Zoho Books + Zendesk

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

    Zoho Books + Zendesk

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

    Zoho Books + Zendesk

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

    Zoho Books + Zendesk

    Update Ticket in Zendesk when New Item is created in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Zendesk Update 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 + Zendesk in easier way

It's easy to connect Zoho Books + Zendesk 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 Group

    Triggers every time a new group is created in Zendesk.

  • New Organization

    Triggers once a new organization is added to Zendesk.

  • New Ticket

    Triggers every time a new ticket is added to a view.

  • New User

    Triggers when a new user is created in Zendesk.

  • 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).

    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.

  • Create Organization

    Create a new organization.

  • Create Ticket

    Create a new ticket.

  • Create User

    Create a new user.

  • Update Organization

    Update an existing organization.

  • Update Ticket

    Modify an existing ticket status or add comments.

  • Update User

    Modify an existing user.

How Zoho Books & Zendesk 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 Zendesk 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 Zendesk.

    (2 minutes)

  6. 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:

  • Log in to Zendesk at https://zendesk.com/.
  • Go to Settings > Integrations > Add New Integration > Choose Connector from the drop-down list > CUSTOMIZE AND CONNECT NOW > CUSTOMIZE AND CONNECT NOW again > Select ‘Zoho Books’ from the drop-down list > Enter ‘Your Email Address’ > Click on Next Step > Select CUSTOMIZED DATA AND PERMISSIONS > Click on Save Button > Click on Next Step again > Click on Customize > Enter ‘Invoice Entry Name’ in the ‘Custom field name’ text box > Fill up ‘Invoice Number Text Field’ text box with ‘Invoice Number Text’ > Click on Done button > Scrpl down a little bit > Click on Start button
  • Now, log in to your account on Zapier (https://zapier.com/. and fplow these steps:
  • Click on Sign up for Free button at the top right corner of the page > Enter Your Email Address and Password > Click on Sign Up button > Click on Connect More Accounts button > Search for Zendesk in search bar > Select Zendesk from the list > Click on Connect Button > Log in to your account using your registered email address and password > Confirm your account by clicking on ‘Confirm Account’ button > Click on Continue button > On right side of screen, click on ‘+Zap’ Button > Select ‘Zap Template’ option > Select Invoice Entry from options available (the third option from top. > Enter Invoice Number Value as ‘Invoice Number Text Field’ text box value from step 3 above (e.g., if value is 56789 then enter 56789. into Invoice Number Value text box > Select Invoice Entry Category from options available (first option from bottom of options available. > Click on Continue button > On right side of screen, click on +Zap Button > Select ‘Zap Action’ Option > Select Send Email action from options available (third option from top. > Enter Your Email Address in To. text box from options available (second option from bottom of options available. > Enter Subject. text box from options available (first option from bottom of options available. > Type Message Body text box as seen below:
  • 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.