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Connect Zoho Books to Zendesk

Name: Zoho Books to Zendesk Integration
Availability: InStock

Automate workflows and sync data between Zoho Books and Zendesk with AI-powered automation

5-minute setup

Enterprise secure

No coding required

Why Connect Zoho Books & Zendesk?

Intelligent Automation Workflows

Leverage 4 available triggers from Zoho Books to execute 24 targeted actions in Zendesk automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Zoho Books and Zendesk perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Zoho Books and Zendesk for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Zoho Books

Triggers (4)

New Customer

Emit new event when a new customer is created.

polling

New Expense

Emit new event when a new expense is created.

polling

New or Updated Invoice

Emit new event when a new invoice is created or an existing invoice is updated.

polling

New Sales Order

Emit new event when a new sales order is created.

polling

Actions (24)

Create Customer

Creates a new customer. See the documentation

Create Customer Payment

Creates a new payment. See the documentation

Create Employee

Creates an employee for an expense. See the documentation

Create Estimate

Creates a new estimate. See the documentation

Create Invoice

Creates an invoice for your customer. See the documentation

Create Item

Creates a new item. See the documentation

Create Sales Order

Creates a sales order. See the documentation

Delete Contact

Deletes an existing contact. See the documentation

Get Invoice

Gets the details of an invoice. See the documentation

Get Item

Gets the details of an existing item. See the documentation

List Account Id Options

Retrieves available options for the Account Id field.

List Contacts

Lists all contacts given the organization_id. See the documentation

List Currency Id Options

Retrieves available options for the Currency Id field.

List Customer Id Options

Retrieves available options for the Customer Id field.

List Expense Id Options

Retrieves available options for the Expense Id field.

List Expenses

List all the Expenses. See the documentation

List Invoices

Lists all invoices. See the documentation

List Item Id Options

Retrieves available options for the Item Id field.

List Salesorder Id Options

Retrieves available options for the Salesorder Id field.

List Tax Authority Id Options

Retrieves available options for the Tax Authority Id field.

List Tax Exemption Id Options

Retrieves available options for the Tax Exemption Id field.

List Tax Id Options

Retrieves available options for the Tax Id field.

List Template Id Options

Retrieves available options for the Template Id field.

List Time Entry Ids Options

Retrieves available options for the Time Entry Ids field.

Zendesk

Triggers (10)

Locale Updated

Emit new event when a locale has been updated

polling

New Side Conversation

Emit new event when a side conversation is created on a ticket. See the documentation

polling

New Side Conversation Reply

Emit new event when a reply is added to an existing side conversation on a ticket. See the documentation

polling

New Ticket (Instant)

Emit new event when a ticket is created

webhook

New Ticket Added to View (Instant)

Emit new event when a ticket is added to the specified view

webhook

New Ticket Comment Added (Instant)

Emit new event when a ticket comment has been added

webhook

Ticket Closed (Instant)

Emit new event when a ticket has changed to closed status

webhook

Ticket Pending (Instant)

Emit new event when a ticket has changed to pending status

webhook

Ticket Solved (Instant)

Emit new event when a ticket has changed to solved status

webhook

Ticket Updated (Instant)

Emit new event when a ticket has been updated

webhook

Actions (24)

Add Ticket Tags

Add tags to a ticket (appends to existing tags). See the documentation.

Create Ticket

Creates a ticket. See the documentation.

Delete Ticket

Deletes a ticket. See the documentation.

Get Article

Retrieves an article by its ID. See the documentation.

Get Macro

Retrieves a macro by its ID. See the documentation.

Get Side Conversation

Retrieve a single Zendesk side conversation by ID (UUID, e.g. 8566255a-ece5-11e8-857d-493066fa7b17). Use **List Side Conversations** to discover IDs for a given ticket. Set includeEvents to true to sideload the conversation's events (creation, replies, state changes). See the documentation.

Get Ticket Info

Retrieves information about a specific ticket. See the documentation.

Get User Info

Retrieves information about a specific user. See the documentation.

List Active Macros

Lists all active shared and personal macros available to the current user. See the documentation.

List Articles

Retrieves a list of articles. See the documentation.

List Fields Options

Retrieves available options for the Fields field.

List Locales

Retrieves all locales. See the documentation.

List Macro Category Options

Retrieves available options for the Macro Category field.

List Macros

Retrieves all macros. See the documentation.

List Side Conversations

Retrieve all side conversations on a Zendesk ticket. Side conversations are collaboration threads attached to a ticket (email, Slack, Microsoft Teams, or linked child tickets). Use **Get Side Conversation** to fetch a single side conversation by ID. Set includeEvents to true to sideload each conversation's events (creation, replies, state changes). See the documentation.

List Ticket Comments

Retrieves all comments for a specific ticket. See the documentation.

List Tickets

Retrieves a list of tickets. See the documentation.

Remove Ticket Tags

Remove specific tags from a ticket. See the documentation.

Search Articles

Searches Help Center articles. See the documentation.

Search Community Posts

Searches Help Center community posts. See the documentation.

Search Help Center

Searches across knowledge base articles, community posts, and external records using the Zendesk unified Guide search. See the documentation.