QuickBooks
Zoho Desk

Streamlined Customer Contact Management

Effortlessly update customer records. Improve efficiency in contact creation. Elevate support response times.

When this happens...

New Customer Updated
Trigger new event when a customer is updated.

-

automatically do this!

Find or Create Contact
Finds or create a contact.
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Explore Triggers and Actions

Triggers
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Actions
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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.
Add Ticket Attachment
Attaches a file to a ticket.
Create Contact
Creates a contact in your help desk portal.
Create Account
Creates an account in your help desk portal.
Add Ticket Comment
Adds a comment to a ticket.
Create Ticket
Creates a ticket in your helpdesk.
Find Contact
Searches for contacts in your help desk portal.
Find or Create Contact
Finds or create a contact.
Search Ticket
Searches for tickets in your help desk.
Send E-Mail Reply
Sends an email reply.

About the apps

Learn more about

QuickBooks

and

Zoho Desk

, and how they work together to automate your workflows.

About

QuickBooks

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

Similar integrations
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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.

Why

QuickBooks

+

Zoho Desk

= Perfect Match

Managing customer data effectively is essential for seamless support workflows. By integrating Quickbooks with Zoho Desk, any updates to customer information can trigger automatic processes to find or create contacts. This not only reduces manual entry and potential errors but also ensures that your support team has immediate access to the latest customer details, enhancing overall service quality and customer satisfaction.

Popular App Usecases

Streamlined Issue Review Process
Automatically gather comments for quick issue insights.
Automatically Create Contacts
Automatically find or create contacts from new customers.
Automate Customer Contact Creation
Automatically create contacts when customers are updated.
Attach Files Upon Customer Creation
Automatically add relevant files to issues with new customers.
Accelerate Item Creation Process
Automatically create items when new ones are added.
Streamlined Invoice Management
Effortlessly update workflows when invoices change.
Streamline Invoice Issue Creation
Transform invoice updates into actionable issues seamlessly.
Automatically Attach Invoice to Tickets
Simplify ticket management with automatic attachments.
Retrieve Contact on Invoice Creation
Automatically fetch contact data when new invoices are created.

Built by folks who built

AI That Works for Support Teams

From voice to workflows, see Ayudo in action.

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