Zoho Desk
QuickBooks

Streamline Customer Search

Automate your customer inquiries seamlessly. Connect new contacts to existing records instantly. Enhance efficiency with reduced manual tasks.

When this happens...

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

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automatically do this!

Search Customers
Searches for customers.
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Explore Triggers and Actions

Triggers
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Actions
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New Ticket Status Change
Trigger new event when a status ticket is changed.
New Agent
Trigger new event when a new agent is created.
Deleted Article (Instant)
Trigger new event when an article is deleted from the recycle bin
New Account
Trigger new event when a new account is created.
New Article (Instant)
Trigger new event when a new article is created
New Contact
Trigger new event when a new contact is created.
New Ticket Attachment
Trigger new event when a new ticket attachment is created.
New Ticket Comment
Trigger new event when a new ticket comment is created.
New Ticket Message
Trigger new event when a message ticket is created.
Search Query
Performs a search query against a Quickbooks entity.
Search Services
Search for services.
Search Time Activities
Searches for time activities.
Search Vendors
Searches for vendors.
Send Estimate
Sends an estimate by email.
Send Invoice
Sends an invoice by email.
Update Customer
Updates a customer.
Sparse Update Invoice
Sparse updating provides the ability to update a subset of properties for a given object; only elements specified in the request are updated. Missing elements are left untouched. The ID of the object to update is specified in the request body.​
Update Estimate
Updates an estimate.

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.

Similar integrations
No items found.

About

QuickBooks

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

Similar integrations
No items found.

Why

Zoho Desk

+

QuickBooks

= Perfect Match

Integrating Zoho Desk with QuickBooks allows you to automate the customer search process whenever a new contact is created. This seamless connection reduces the need for manual searches, enabling support teams to access customer information swiftly. By orchestrating these workflows, businesses can significantly enhance their response times and improve overall customer satisfaction, allowing agents to focus on delivering exceptional service rather than managing data.

Popular App Usecases

Streamline Contact Creation
Effortlessly connect new contacts to your communication platform.
Effortless Contact Creation
Seamlessly sync new contacts between your systems.
Seamless Contact Creation
Instantly sync new contacts between platforms for better management.
Sync New Contacts Seamlessly
Automatically retrieve details for newly created contacts.
Sync New Contacts Instantly
Automatically update your Google Contacts with new entries.
Effortless Issue Assignment
Streamline issue assignments when contacts are added.
Automate Issue Search on Contact
Instantly find relevant issues upon new contact creation.
Streamline Contact Workflow Management
Automatically adjust workflows when new contacts are added.
Capture Comments on New Contacts
Automatically log comments related to new contacts.

Built by folks who built

AI That Works for Support Teams

From voice to workflows, see Ayudo in action.

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