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Zoho Books + Deskpro Integrations

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

About Zoho Books

Zoho Books is web-based accounting software that increases financial visibility across your business. It features contact management, invoices, expenses, sales and purchase, inventory management, etc.

About Deskpro

Deskpro is a web-based helpdesk software with multiple channel support.

Deskpro Integrations

Best Zoho Books and Deskpro Integrations

  • Zoho Books MailChimp

    Zoho Books + MailChimp

    Add New Zoho Books Contacts to a List on MailChimp Read More...
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Set up this Zoho Books – MailChimp integration and we will help you grow your MailChimp customer list more efficiently than ever before. After setting this integration up, Appy Pie connect will add a new contact in a MailChimp list for every new contact in Zoho Books. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How this Zoho Books - MailChimp integration works
    • A new contact is added in Zoho Books
    • Appy Pie Connect automatically adds them as new subscribers in MailChimp.
    What You Need
    • A Zoho Books account
    • A MailChimp List
  • Zoho Books Slack

    Zoho Books + Slack

    Post direct messages to a Slack channel with new invoices from Zoho Books Read More...
    When this happens...
    Zoho Books New Sales Invoice
     
    Then do this...
    Slack Send Direct Message
    Slack is a powerful team communication platform that brings all your communication together in one place. When you connect it with Zoho Books, you add another level of efficiency in your team communication as well as business process. Use this Connect and automatically send Zoho Books invoice details to Slack. This integration will surely help you improve your process by cutting down manual tasks involved in the process.
    How this Zoho Books - Slack integration works
    • A new Invoice is created in your Zoho Books
    • Appy Pie Connect automatically sends a direct message on Slack
    What is needed for this integration
    • A Zoho Books account
    • A Slack account
  • Zoho Books Slack

    Zoho Books + Slack

    Send Slack message for new invoices in Zoho Books Read More...
    When this happens...
    Zoho Books New Sales Invoice
     
    Then do this...
    Slack Send Channel Message
    Slack is a powerful team communication platform that brings all your communication together in one place. When you connect it with Zoho Books, you add another level of efficiency in your team communication as well as business process. Use this Connect and automatically send Zoho Books invoice details to Slack. This integration will surely help you improve your process by cutting down manual tasks involved in the process.
    How this Zoho Books - Slack integration works
    • A new Invoice is created in your Zoho Books
    • Appy Pie Connect automatically sends a message on Slack
    What is needed for this integration
    • A Zoho Books account
    • A Slack account
  • Zoho Books Google Sheets

    Zoho Books + Google Sheets

    Create Google Sheets rows for new Zoho Books contacts Read More...
    When this happens...
    Zoho Books New Contact
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Customer data is more likely to be fruitful when it is well-organized. Use this integration and we will keep your Zoho Books customer data in an organized manner. After setting this integration up, whenever a new contact is added to your customer database on Zoho Books, Appy Pie Connect will automatically capture it, adding the details to a new row on Google Sheets.
    How this Zoho Books - Google Sheets integration works
    • A new contact is added in your Zoho Books account
    • Appy Pie Connect automatically adds a new row to Google Sheets
    What is needed for this integration
    • A Zoho Books account
    • A Google account
  • Zoho Books Zoho Books

    Google Sheets + Zoho Books

    Make Zoho Books Contacts from new rows on Google Sheets Read More...
    When this happens...
    Zoho Books New Spreadsheet Row
     
    Then do this...
    Zoho Books Create Contact
    Keeping a flawless record of your Zoho Books contacts can help you eliminate the risk of errors while processing the payment. With this integration, you eradicate the risk of mistakes and omissions involved in the manual transfer. After setting this integration up, Appy Pie Connect will create new Zoho Books contact for every new row added to Google Sheets, saving time and efforts by reducing the manual work involved in the process.
    How It Works
    • A new row is added on Google Sheets
    • Appy Pie Connect automatically adds a Zoho Books contact
    What Is Needed For This Integration
    • A Google account with access to Google Sheets
    • A Zoho Books account
  • Zoho Books Zoho Books

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Zoho Books {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Zoho Books + Deskpro in easier way

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

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is created.

  • New Ticket

    Triggers when a new ticket is created.

  • New Ticket Reply

    Triggers when a ticket is answered.

    Actions
  • 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.

  • Add Message to Ticket

    Add a new note to an existing ticket.

  • Create Organization

    Create a new organization.

  • Create Person

    Creates a new person.

  • Create Ticket

    Creates a new ticket.

  • Update Ticket

    Update an existing ticket.

How Zoho Books & Deskpro Integrations Work

  1. Step 1: Choose Zoho Books as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Zoho Books with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Deskpro as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Deskpro with Appy Pie Connect.

    (2 minutes)

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

Integration of Zoho Books and Deskpro

Zoho Books?

Zoho books is an accounting software that contains all tops required for running a business smoothly. It also helps to manage the invoices, bills and online payments. Zoho Books has a feature of ‘e-billing’ which allows you to send your bills directly to your customer’s email address through ZohoBooks. It is an online software that can be used by individuals, small businesses and large organizations. It comes with different payment gateways which help in accepting payments via credit cards, debit cards, Net banking etc. You can provide invoice to your customers through ZohoBooks and they can pay for it via online modes. The invoices are stored in the database which does not take any hard disk space. With this software, you can also send reminders to your customers about their due dates. The reminders are sent via email or SMS. Zoho Books is prepared in such a manner that it gives you regular reports regarding your business. These reports include sales performance, balance sheet report, cash flow report, profit and loss report etc. All these reports are very helpful as they show the growth rate of the business.

Deskpro?

Deskpro is the cloud-based accounting software launched by Zoho Corp. This software helps small businesses to manage their accounting process efficiently. The features of Deskpro include inventory management, reporting, invoicing, tracking expenses etc. It helps to keep a track of all the expenses incurred by your business. It helps small businesses to save time and money as it provides various templates that can be used according to the business requirement. It is compatible with Quickbooks and Sage 50 accounting software. It comes with free unlimited support from ZohoCorp and the best part is that it is available at a very low price.

Integration of Zoho Books and Deskpro

The integration of Zoho Books and Deskpro starts with the integration of the two web portals of Zoho and Deskpro. Then it invpves integration with other components like inventory management, invoicing etc. One of the key benefits of integration between these two platforms is that you don’t need to input data more than once in both systems. Another benefit is that many users are able to simultaneously access information on both platforms at a time. The integration of Deskpro with Zoho Books makes it easy for users to track their sales, inventory, invoices, payments etc. from one place. Both the platform have different features but both have been integrated together so that the user doesn’t feel the difference between the two platforms and they can easily switch from one to another platform without experiencing any problem while using each platform separately.

Benefits of Integration of Zoho Books and Deskpro

There are various benefits of integrating Zoho Books and Deskpro. Some of them are as fplows:

  • One of the main benefits of integrating Zoho Books and Deskpro is that it helps you to save valuable time and money as there is no need to maintain two separate accounting software that are similar in nature. So by using both platforms together you can save time and money at the same time.
  • Integration of Zoho Books and Deskpro allows you to track your expenses at one place only while still maintaining a separate place for managing your sales and inventory data. This makes it easier for you to maintain the record of your business transactions as well as your income and expenditure details in a better way.
  • Integration of Zoho Books and Deskpro helps you to get all the information you require about your business in just one place so that you don’t have to search any other place for getting your desired information on your business transactions. And with just one login id you will be able to access all the data related to your business from both platforms together.
  • Integration of Zoho Books and Deskpro helps you to get various reports regarding your business transaction which would otherwise be difficult if you were using both platforms separately without integration. Reports related to various business analytics like sales performance reports, audit reports, tax reports etc. can be accessed very easily when these two platforms are integrated together because all such reports are present in one place only when integration happens between these two platforms.

In this note we discussed about why these two web portals should be integrated together by comparing their features, importance of integration and benefits associated with integration between these two platforms. We also discussed how these two platforms can be integrated together along with some important advantages associated with it like saving time and money as well as getting all the information related to business financials in one place only so that there is no need to search for anything else for getting desired information related to your business finance while using either platform separately.

The process to integrate Zoho Books and Deskpro 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.