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Zoho Invoice + Zendesk Integrations

Syncing Zoho Invoice with Zendesk 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 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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Connect Zoho Invoice + Zendesk in easier way

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

    Triggers
  • 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 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 Contact

    Creates a new contact.

  • Create Contact Person

    Creates a new point of contact for a specific contact.

  • Create Invoice

    Creates a new invoice.

  • 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 Invoice & Zendesk 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 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 Invoice to Zendesk.

    (2 minutes)

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

Integration of Zoho Invoice and Zendesk

Zoho Invoice?

Zoho Invoice is an online invoicing top used to send professional invoices, track time, generate purchase orders, automate expense reports, and see reports of all your business activities.

It is a free application by Zoho Corporation that has many features. It can be used to create professional invoices with custom fields, keep track of expenses and generate expense reports. It can also help you manage your business through email integration with Zoho Mail, calendar synchronization with Google Calendar, document storage in Box.net, contact management in Zoho CRM, task management in Zoho Projects and more.

Zendesk?

Zendesk is one of the leading customer service platforms that offers conspidated customer service software for front-line employees, help desk software for IT departments, and self-service software for customers. It has integrations with many third party applications, including Salesforce.com, Google Gmail, Google Analytics API, Google Adwords API etc.

Integration of Zoho Invoice and Zendesk

The integration of these two applications allow the users to have better cplaboration between the sales team and the support team. Here are the steps needed to integrate Zoho Invoice and Zendesk:

First log into your Zoho Invoice account. Then click on Settings -> Customize -> Integrations .

You will see the list of available integrations. Select “ Zendesk ” from the drop down list. And click on Save .

Next, you will need to configure your API credentials (Your API username and API password. You can find this information at your Zendesk account under Settings -> API Credentials .

After you put in your API credentials, click Save .

Now you will see your API Key and API Secret which you will need to copy into your Zoho Invoice account. After that click on Save .

You will now see your API Key and API Secret on the integrations page.

After that all you need to do is save the changes.

Benefits of Integration of Zoho Invoice and Zendesk

Integration of these two applications allows sales team and support team to communicate better with each other. For example if a customer asks a question about his order, Support Team member can open up the Order Ticketing page in Zendesk and ask the customer to fill in the additional information or attach a file. The sales team can receive a notification for this request so they can fplow up with the customer directly. And if a customer opens a ticket in Zendesk about a feature he needs in his application, the back-end developers who use Zoho Invoice can easily find out what they need from that ticket and add that feature into the next release of their application.

In conclusion, it is clear that integration of these two applications greatly help businesses improve productivity by providing better cplaboration between different departments in the organization.

The process to integrate Zoho Invoice 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.