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.

-

automatically do this!

Search Customers
Searches for customers.

Explore Triggers and Actions

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 Invoices
Searches for invoices.
Create AP Aging Detail Report
Creates an AP aging report in Quickbooks Online.
Create Customer
Creates a customer.
Create Bill
Creates a bill.
Create Estimate
Creates an estimate.
Create Invoice
Creates an invoice.
Create Payment
Creates a payment.
Create Purchase Order
Creates a purchase order.
Create Profit and Loss Detail Report
Creates a profit and loss report in Quickbooks Online.

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
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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.

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.

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