QuickBooks and Zendesk Integration

Explore Triggers and Actions

New Customer Updated

Trigger new event when a customer is updated.

New Customer Created

Trigger new event when a new customer is created.

New Employee Created

Trigger new event when a new employee is created.

New Employee Updated

Trigger new event when an employee is updated.

New Invoice Created

Trigger new event when a new invoice is created.

New Invoice Updated

Trigger new event when an invoice is updated.

New Item Created

Trigger new event when a new item is created.

New Item Updated

Trigger new event when an item is updated.

New Purchase Created

Trigger new event when a new purchase is created.

Update Ticket

Updates a ticket.

Search Tickets

Searches for tickets using Zendesk's search API.

Get Ticket Info

Retrieves information about a specific ticket.

List Tickets

Retrieves a list of tickets.

Delete Ticket

Deletes a ticket.

Create Ticket

Creates a ticket.

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Quickbooks and Zendesk?

Our QuickBooks and Zendesk integration empowers your team to access financial data directly within your customer support platform. Instantly view invoices, payment statuses, and customer billing history while assisting clients, reducing response times and improving accuracy. Automate data synchronization between QuickBooks and Zendesk to keep your records up-to-date without manual entry, enhancing operational efficiency and customer satisfaction.

Frequently asked questions

What benefits does the QuickBooks and Zendesk integration provide?

This integration allows support agents to access customer financial information within Zendesk, speeding up issue resolution and improving communication. It also automates data syncing, reducing errors and saving time on manual updates.

How do I set up the QuickBooks and Zendesk integration?

Simply connect your QuickBooks and Zendesk accounts through our integration dashboard by authorizing access. Follow the step-by-step setup guide to configure data sync preferences and user permissions.

Is my financial data secure when using this integration?

Absolutely. We use industry-standard encryption and comply with data protection regulations to ensure your financial and customer data remains safe and confidential.

Can I customize which QuickBooks data appears in Zendesk?

Yes, you can tailor the integration to display relevant financial details such as invoices, payment status, and customer balances based on your support team's needs.

Does this integration support both QuickBooks Online and Desktop versions?

Currently, the integration supports QuickBooks Online. Support for QuickBooks Desktop is planned for future releases.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Quickbooks and Zendesk?

Frequently asked questions

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