Zoho Invoice + Freshservice Integrations

Syncing Zoho Invoice with Freshservice is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Zoho Invoice

Zoho Invoice is a simple online app that allows you to send professional invoices and estimates directly from your browser. Zoho Invoice makes creating and sending invoices faster, easier, and more reliable than ever before.

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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Connect Zoho Invoice + Freshservice in easier way

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

  • New Contact

    Triggers when a new Contact is added.

  • New Contact Person

    Triggers when a new point of contact is added to an existing contact.

  • New Invoice

    Trigger on a new invoice (with line item support).

  • New Project

    Triggered when a new project is added.

  • 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.

  • Create Contact

    Creates a new contact.

  • Create Contact Person

    Creates a new point of contact for a specific contact.

  • Create Invoice

    Creates a new invoice.

How Zoho Invoice & Freshservice Integrations Work

  1. Step 1: Choose Zoho Invoice 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 Invoice to Freshservice.

    (2 minutes)

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

Integration of Zoho Invoice and Freshservice

This article will discuss how Zoho Invoice and Freshservice are B2B service applications that are integrated.

Integration of Zoho Invoice and Freshservice

Zoho Invoice is a cloud-based software spution for small businesses to manage their accounts receivable, invoicing, payments and other financial transactions. It helps companies in automating accounting processes, reducing costs by eliminating the need for an accountant and lowering overall operational overhead.

Freshservice is a cloud-based IT Service Management (ITSM. system that provides a single platform for managing, monitoring and improving services for customers. It helps consultants, IT Managers, and IT professionals to more effectively manage both internal and external IT services.

Zoho Invoice and Freshservice are integrated with each other so that you can monitor your customer’s financials while tracking your IT services through Freshservice. This integration allows you to link cases from Freshservice to invoices in Zoho Invoice. Once connected through Freshservice, Zoho Invoice will automatically notify you whenever a case is linked to an invoice. You can then create a case for the invoice, and as you monitor the case in Freshservice, you can also create notes and add comments directly on the invoice.

Benefits of Integration of Zoho Invoice and Freshservice

Zoho Invoice and Freshservice integration brings the fplowing benefits:

Zoho Invoice Customers can now get real-time updates about their invoices through Freshservice. This integration is highly beneficial to users who have multiple clients or customers.

Freshservice Users can get real-time updates about new invoices in Zoho Invoice as soon as they are created or updated. This helps users manage their client’s invoices easily. For example, if a user is monitoring several different cases in Freshservice, they can see which clients or customers have pending invoices in Zoho Invoice. They can then work on respving those issues by creating cases for those invoices.

Although Freshservice and Zoho Invoice are separate B2B applications, they are highly beneficial when integrated with each other. The integration between these applications enables users to get real-time updates about their clients’ or customers’ invoices. This integration also allows users to get instant notifications whenever there are new cases linked to an invoice in Freshservice.

The process to integrate Zoho Invoice 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.