Zoho Desk
QuickBooks

Streamline Customer Onboarding

Effortlessly integrate new contacts into your systems. Accelerate customer support workflows. Enhance resolution times with seamless automation.

When this happens...

New Contact
Trigger new event when a new contact is created.

-

automatically do this!

Get Customer
Returns info about a customer.

Explore Triggers and Actions

New Ticket
Trigger new event when a new ticket is created.
Updated Article (Instant)
Trigger new event when an article is updated
New Updated Ticket
Trigger new event when a ticket is updated.
Create Purchase
Creates a new purchase.
Create Sales Receipt
Creates a sales receipt.
Delete Purchase
Delete a specific purchase.
Get Customer
Returns info about a customer.
Get Bill
Returns info about a bill.
Get Invoice
Returns info about an invoice.
Get My Company
Gets info about a company.
Get Payment
Returns info about a payment.
Get Purchase Order
Returns details about a purchase order.

About the apps

Learn more about

Zoho Desk

and

QuickBooks

, and how they work together to automate your workflows.

About

Zoho Desk

Zoho Desk is a robust omnichannel service software essential for efficient customer support, streamlining communication and enhancing service delivery.

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About

QuickBooks

QuickBooks Online helps manage business finances, crucial for support teams in tracking transactions and customer accounts, enhancing service delivery.

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Why

Zoho Desk

+

QuickBooks

= Perfect Match

Integrating Zoho Desk with Quickbooks allows businesses to streamline their customer onboarding process by automating the retrieval of customer information. When a new contact is created in Zoho Desk, the corresponding data can be fetched from Quickbooks without manual input. This not only saves time but also reduces errors, enabling support teams to focus on delivering exceptional customer service and improving overall efficiency.

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