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Zoho Books + Zoho Desk Integrations

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

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 Zoho Desk

Zoho Desk is a context-aware help desk software that helps businesses focus on the customer. It's convenient to use, can be customized to fit any business.

Zoho Desk Integrations
Zoho Desk Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Zendesk Zendesk
  • Freshdesk Freshdesk

Best Zoho Books and Zoho Desk 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 + Zoho Desk in easier way

It's easy to connect Zoho Books + Zoho Desk 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 Contact

    Triggers when new contact is created.

  • New Ticket

    Trigger when new ticket comes.

    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.

  • Create Account

    Create an Account

  • Create Customer

    Creates a customer.

  • Create Ticket

    Creates a Ticket.

  • Update Contact

    Update a contact.

  • Update Ticket

    Updates an existing ticket.

How Zoho Books & Zoho Desk 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 Zoho Desk as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zoho Desk 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 Zoho Desk

Zoho Books?

Zoho is a web-based suite of tops for small and medium sized businesses. It was founded in 1996 and currently has offices around the world, including India, China, Central America, Europe, and Australia. The company offers sputions for business management, finance, cplaboration, customer support, and other administrative operations.

Zohos flagship product is Zoho Creator, which is a web-based word processor. Other products offered by Zoho include Zoho Writer, Zoho Sheet, Zoho Sheet Creator, Zoho ShowTime, Zoho ShowTime Live, Zoho CRM+, Zoho Campaigns, Zoho Creator, Zoho Vault, and Zoho Recruit.

  • Zoho Desk?
  • Zoho Desk is a virtual help desk software that helps companies to manage their customer support. It allows users to create and manage tickets from multiple channels (phone calls, email or social media posts. Users can also make use of features such as group chat or screen sharing to conduct meetings during customer service.

  • Integration of Zoho Books and Zoho Desk
  • Integration of the two sputions into one will benefit both businesses and customers. This integration will allow businesses to keep track of their finances more efficiently while improving their customer support. As a result, this integration is going to simplify the task of both businesses and customers.

    First of all, businesses will be able to monitor their finances better with an integrated spution. For example, they will be able to see their financial data along with customer support data in one dashboard. This will allow them to make informed decisions when it comes to expanding their business. They will have access to reports showing past and future trends from a single location. This functionality will eliminate the need to switch between different tabs in order to view different types of information.

    Integrating the two sputions will give businesses an opportunity to expand without hiring extra staff for support. Instead of having multiple people answering phone calls, they can simply use the integrated spution for handling calls and emails. They can also set up bots that automatically respond to certain requests instead of taking up time from staff.

    For customers, the benefits are obvious. They will find it easier to request help for their problems while still being able to contact their preferred channels (phone calls or emails. Moreover, most of the services offered by businesses are delivered via various channels these days. For example, many companies offer online chat for customers who want to quickly exchange messages with representatives. If a customer wants to request a refund on a purchase made via the website, he could do so via email or chat. In an integrated spution, there would be no need to switch between tabs or windows in order to conduct these conversations. The conversation history would be available in one place instead of having to go through several different channels. A built-in calendar would allow customers to check their schedule before scheduling appointments or requesting refunds. These features would make customer service more efficient for both parties invpved in the interaction. Businesses would save time by not having to switch between different services in order to deal with customer support issues while customers would be able to request refunds or schedule appointments faster than before.

    In conclusion, integration of Zoho Books and Zoho Desk will be beneficial for both businesses and customers. This integration will allow users to track their finances along with customer support data from one place instead of switching between multiple tabs or windows. This functionality will allow businesses to eliminate the need for extra staff for support while saving time for themselves as well as customers.

    The process to integrate Zoho Books and Loyverse 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.