Connect Zoho Desk and Zoho Books integrations
Connect Zoho Desk and Zoho Books with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Zoho Desk and Zoho Books to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Adds a comment to an object based on id for a particular module (tasks, tickets).
Closes one or more tickets by specifying the ticket ID(s) in a list.
Creates an object based on a selected module (ex: create an account, create a contact, create a ticket ...).
Deletes a specified object based on id from a selected module (ex: delete an account, delete a contact, delete a ticket ...).
Sets or unsets contacts/tickets as spam by specifying their ids into a list.
Returns only one object that has a specified id from a selected module (ex: a task, a ticket, an account ...).
Performs an arbitrary authorized API call.
Updates a specific object based on id from a selected data (ex: update an account, update a ticket, update a contact ...).
Adds an attachment to a bill.
Adds an attachment to an invoice.
Adds an attachment to a sales order.
Create a bill received from your vendor.
Create a contact with given information.
Create a contact person for a contact.
Creates a new credit note.
Create an employee for an expense.
Create an estimate for your customer.
Create a billable or non-billable expense.
Create an invoice for your customer.
Create a new item.
Create a new payment.
Creates a sales order for your customer.
Delete an existing bill. Bills which have payments applied cannot be deleted.
Delete an existing contact.
Delete an existing contact person.
Deletes the selected credit note.
Delete an existing employee.
Delete an existing estimate.
Delete an existing expense.
Delete an existing invoice. Invoices which have payment or credits note applied cannot be deleted.
Delete a payment made to an invoice.
Delete the item created. Items that are part of transaction cannot be deleted.
Delete an existing payment.
Deletes an existing sales order. Invoiced sales order cannot be deleted.
Download the PDF file of an invoice.
Email an invoice to the customer.
Emails a sales order to the customer.
Get the details of a bill.
Get the details of a contact.
Get the details of a contact person.
Returns the selected credit note.
Get the details of an employee.
Get the details of an estimate.
Get the details of the Expense.
Get the details of an invoice.
Details of an existing item.
Get the details of an existing payment.
Get the details of a sales order.
Performs an arbitrary authorized API call.
Mark a voided invoice as draft.
Mark an inactive item as active.
Mark an active item as inactive.
Marks a draft sales order as open.
Remind your customer about an unpaid invoice by email. Reminder will be sent, only for the invoices which are in open or overdue status.
Update a bill. To delete a line item just remove it from the line_items list.
Update an existing contact. To delete a contact person remove it from the contact_persons list.
Update an existing contact person.
Updates the selected credit note.
Update an existing estimate. To delete a line item just remove it from the line_items list.
Update an existing Expense.
Update an existing invoice.
Update the details of an item.
Update an existing payment.
Updates an existing sales order. To delete a line item just remove it from the line_items list.
Marks an invoice status as void. Upon voiding, the payments and credits associated with the invoices will be unassociated and will be under customer credits.
Marks a sales order as void.
List all bills.
List all contact persons.
List all contacts.
Lists all credit notes.
List all the payments made by your customer.
List employees with pagination.
List all estimates.
List all the Expenses.
Get the list of payments made for an invoice.
List all invoices.
Get the list of all active items.
List all sales orders.
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Build your Zoho Desk and Zoho Books integrations.
Create custom Zoho Desk and Zoho Books workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a comment to an object based on id for a particular module (tasks, tickets).
Adds an attachment to a bill.
Adds an attachment to a sales order.
Adds an attachment to an invoice.
Closes one or more tickets by specifying the ticket ID(s) in a list.
Create a bill received from your vendor.
Create a contact with given information.
Create a contact person for a contact.
Creates a new credit note.
Popular Zoho Desk and Zoho Books workflows.
Looking to get more out of Zoho Desk and Zoho Books? With Make you can visually integrate Zoho Desk and Zoho Books into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create Zoho Books vendors from a Google Sheets spreadsheet
Import your list of vendors from a Google Sheets spreadsheet and Make will automatically create a vendor contact in Zoho Books for each row. The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1GP9tpQ-R8yKY0BM3Pgs-svt4C7vW0j0LcnqT-ZwumQ0/edit?ts=5e4f0895#gid=0).
TRY IT ->Create recurring Zoho Desk tickets from Airtable
Use this template to automatically create recurring Zoho Desk tickets from Airtable. It can create tickets that are supposed to be created every day, week, or month. The template works with the following [Airtable base](https://airtable.com/shrXILK6K5IS4wLxe). For the weekly tickets, enter the name of the day (i.e. Monday, or Wednesday) the ticket should be created on to the 'Day' field. For the monthly ticket, enter the day of the month without the leading zero (i.e. 3, or 16). You can get Department, Contact (i.e. Customer), and Agent (i.e. Assignee) ID in your Zoho Desk account after clicking on the particular Department, Customer, and Agent in the respective menu (Customers menu is visible at the top of your Zoho Desk page, for Department and Agent menu you have to click on the cogwheel in the upper-right corner of the page). The ID is a 17-digit number at the end of the URL.
TRY IT ->Create a new ticket in Zoho Desk from a new Typeform form response
Every time a new Typeform form response is submitted, a new ticket will be instantly created in Zoho Desk. The template expects your Typeform form to collect the following information: 1) Email 2) First name 3) Last name
TRY IT ->Create a Revolut Business draft payment from a new Zoho Books bill
Use this template to create a Revolut Business draft payment when a Zoho Books bill is created. The setup of the template assumes you have your vendor data stored in a Google Sheets sheet. Your sheet has to include these columns: Name of the vendor and payment details. To see which details are required to create a Revolut draft payment depending on the country, click [here](https://developer.revolut.com/docs/build-banking-apps/#tutorials-tutorials-work-with-draft-payments-international-payments). For example, if you're creating a payment to the United Kingdom, your sheet needs to include an Account Number and a Sort Code; for payment to Germany, it's IBAN and BIC.
TRY IT ->Send new Zoho Books invoices to Databox
Make will automatically track new invoices being created in Zoho Books and push those updates to your Databox account.
TRY IT ->Send new Zoho Books Customers to Databox
Every time you win over a new customer, Make will automatically push that value to Databox, allowing you to visualize your sales funnel in real time.
TRY IT ->Send new Zoho Books payments by Customers to Databox
When a new payment goes through in your Zoho Books, Make will automatically update the number of new payments in your Databox account.
TRY IT ->Zoho Desk ticket created on new Google Forms response
Every time a new Google Forms response is collected, it will be sent into Zoho Desk as a new ticket. Response must contain Last name & Email. You can use [this one](https://forms.gle/iY33NbfKAUEc1F5Y6) as an example.
TRY IT ->New Zoho CRM accounts saved / updated in Zoho Desk
On each run, Zoho CRM will get last 20 accounts that have been created / modified. Zoho Desk will then create corresponding account or update it.
TRY IT ->
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