OneDesk + Zoho Books

Create Zoho Books sales invoice from OneDesk timesheet

Automatically generate an invoice in Zoho Books directly from OneDesk timesheets to save time creating billable invoices for your clients

When this happens...
New Timesheet CreatedTriggers when a new timesheet is created.
TriggerPolling
automatically do this!
Create Sales InvoiceCreates a new sales invoice.
ActionWrite

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More things you can do with OneDesk and Zoho Books

Discover other triggers and actions you can use with OneDesk and Zoho Books

- Item Type
  Required
- Updates On
  Required
- Ignore My Own Changes
Trigger
Polling
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- Updates On
  Required
- Ignore My Own Changes
Trigger
Polling
Try It
- Item Type
  Required
Trigger
Polling
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- Updates On
  Required
Trigger
Polling
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- Item
  Required
- Post Type
  Required
- Comment
  Required
Action
Write

- Customer's email
  Required
- Customer's first name
  Required
- Customer's last name
  Required
- Customer Type
- Customer Organization
  Required
Action
Write
- User
  Required
- Item
  Required
- Work
  Required
- Percent completed
  Required
- Billable
- Comment
- lifecycleStatus
- Start date & time
  Required
- Finish date & time
  Required
Action
Write

- Item
  Required
- Lifecycle Status
- Name
- Custom Field(s)
- Priority
- Description
- Percent Completed
- Agile Points
- Item type
Action
Write
- Field to search by
  Required
- Search critera
  Required
Action
Search
- Organization
  Required
Trigger
Instant
Try It
- Status
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact Name
  Required
- Company Name
- First Name
- Last Name
- Email
- Website
- Phone
- Mobile
- Billing Address Address
- Billing Address City
- Billing Address Zip
- Billing Address State
- Billing Address Country
- Billing Address Fax
- Shipping Address Address
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Fax
- Shipping Address Zip
- Payment Terms
- Notes
- Vat Treatment
- Tax Treatment
- TRN Number
- Place of Supply
Action
Write
- Organization
  Required
- Customer Name
  Required
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item Name
  Required
- Description
- Quantity
  Required
- Rate
  Required
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- VAT Treatment
- Tax Treatment
- Reference Number
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Comment Posted On
  Required
- Public or Internal message
  Required
Trigger
Polling
Try It
New Portfolio
Triggers when a new portfolio is created.
Trigger
Polling
Try It
- Billable
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
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- Type
  Required
- Name
  Required
- Description
- Portfolio(s)
Action
Write
- Name
  Required
- Item type
  Required
- Project
  Required
- Description
- Requester Emails
- Requester ID
- Priority
Action
Write
- User Type
  Required
- Team/Account
- First Name
- Last Name
- Email
  Required
- Administrator
Action
Write
- Container Types
  Required
- Search By
  Required
- Search critera
  Required
Action
Search
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization Name
  Required
- Customer Name
  Required
- Estimate Number
- Date
- Expiry Date
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- Organization
  Required
- Item Name
  Required
- Description
- Rate
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write
- Organization
  Required
- Invoice Number
  Required
Action
Search

About OneDesk

OneDesk combines helpdesk, product management, and project management software into one platform. OneDesk offers a web-app, mobile app, and website portal to connect your customers, employees, and partners.

HelpHelp

Related categories

Project Management

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

HelpHelp

Related categories

Accounting

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