Connect QuickBooks Online and Zendesk to unlock the power of automation
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Set up your first integration
Quickly connect QuickBooks Online to Zendesk with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate QuickBooks Online with Zendesk - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Account" from QuickBooks Online.
Add your action
An action happens after the trigger—such as "Delete User" in Zendesk.
You’re connected!
Zapier seamlessly connects QuickBooks Online and Zendesk, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Account
Triggers when you add a new account.
Try ItTriggerInstant - New Bill
Triggers when a new bill is added.
Try ItTriggerInstant - Estimate Emailed
Triggers when an estimate is emailed.
Try ItTriggerInstant - New Expense
Triggers when a new expense is added.
Try ItTriggerInstant
- New Bank Transaction
Triggers when a new bank transaction is created.
Try ItTriggerInstant - New Customer
Triggers when you add a new customer.
Try ItTriggerInstant - New Estimate
Triggers when you add a new estimate.
Try ItTriggerInstant - DaysRequired
Try ItTriggerPolling
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Practical ways you can use QuickBooks Online and Zendesk
Sync new QuickBooks customers with Zendesk.
For business owners prioritizing customer experience, seamlessly transfer new customers from QuickBooks Online to Zendesk via Zapier. Each time a new customer is added in QuickBooks Online, Zapier will automatically create a corresponding user in Zendesk. This ensures your support team is always equipped to deliver personalized assistance, saving you time while enhancing customer satisfaction.
Business Owner
Notify IT of updated vendor data.
Maintain accurate vendor information across systems by automating notifications. When vendor data is updated in QuickBooks Online, Zapier triggers a notification to IT via Zendesk. This ensures all internal systems remain secure and updated, reducing manual updates and the risk of errors.
ITTrack overdue invoices in Zendesk.
Keep customer relationships intact by ensuring prompt follow-ups on overdue invoices. Using Zapier, every time a new overdue invoice appears in QuickBooks Online, a ticket is automatically created in Zendesk. This makes it easier for your sales team to align on collections while maintaining professionalism, streamlining your accounts receivable process and improving cash flow.
Sales OpsLearn how to automate QuickBooks Online on the Zapier blog
Learn how to automate Zendesk on the Zapier blog
Frequently Asked Questions about QuickBooks Online + Zendesk integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with QuickBooks Online and Zendesk
How do I integrate QuickBooks Online with Zendesk?
You can integrate QuickBooks Online with Zendesk using our platform by setting up workflows based on triggers and actions. First, connect both your QuickBooks Online and Zendesk accounts to our system. Then, create a 'Zap' that defines how data will flow between the two apps, like triggering an action in Zendesk when a new invoice is created in QuickBooks.
What triggers are available for the QuickBooks Online and Zendesk integration?
For the integration between QuickBooks Online and Zendesk, we support various triggers such as 'New Invoice', 'New Customer', 'Invoice Status Updated' from QuickBooks Online which can initiate actions like updating tickets or sending notifications in Zendesk.
What actions can be performed in Zendesk through the integration?
With our integration, you can automate actions like creating new tickets, updating existing ones, or adding comments in Zendesk when certain events occur in QuickBooks Online, such as when a new sale is completed or an invoice is paid.
Can I customize the data synced between QuickBooks Online and Zendesk?
Yes, you can customize which data fields are synced between QuickBooks Online and Zendesk while setting up your workflows. You have control over selecting specific fields for each trigger-action pair within our platform.
Is there any limit to the number of integrations I can set up between these apps?
There is no limit to the number of integrations you can set up between QuickBooks Online and Zendesk. You can create multiple workflows to handle different scenarios as needed.
How do changes in my workflow affect existing data within either app?
When you update a workflow or integration setup on our platform, it will not affect any existing data within either app unless specifically designed to retroactively update entries. New changes apply only from that point onward.
Are there any prerequisites before setting up the integration?
Before setting up an integration between QuickBooks Online and Zendesk using our system, ensure that you have active accounts for both applications with appropriate permissions granted for accessing necessary data on each platform.
