Zoho Books + Zoho Desk

Zoho Books + Zoho Desk integrations

Create Zoho Books customers from new Zoho Desk contacts

Effortlessly manage your contacts across Zoho apps with this helpful workflow. When a new contact is added in Zoho Desk, it will create a customer in Zoho Books, ensuring your contact information is consistent and up-to-date in both platforms. Save time and minimize errors with this smooth and streamlined automation.

When this happens...
New ContactTriggers when new contact is created.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Zoho Desk and Zoho Books

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

- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Department
  Required
Trigger
Instant
Try It
- Organization
  Required
- Department
  Required
- Direction
Trigger
Instant
Try It
- Organization
  Required
- Department
  Required
Trigger
Instant
Try It

- Organization
  Required
- Ticket ID
  Required
- File
  Required
- Public
Action
Write
- Organization
  Required
- Account Name
  Required
- Description
- Email
- Website
- Fax
- Phone
- Industry
- Owner ID
- Street
- City
- State
- Country
- Zip Code
- Annual Revenue
Action
Write

- Organization
  Required
- Department
  Required
- Contact
  Required
- Subject
  Required
- Email
- Phone
- Description
- Category
- Sub Category
- Status
- Assignee
- Ticket Due Date
- Priority
- Channel
- Classification
Action
Write
- Organization
  Required
- Department
  Required
- Ticket
  Required
- Contact
- Subject
- Email
- Phone
- Description
- Category
- Sub Category
- Status
- Assignee
- Ticket Due Date
- Priority
- Channel
- Classification
Action
Write
- Organization
  Required
- Department
  Required
- Ticket Number
  Required
Action
Search
- Organization
  Required
- Email
  Required
- Account
- Last Name
  Required
- First Name
- Title
- Description
- Type
- Secondary Email
- Twitter
- Facebook
- Phone
- Mobile/ Cellular
- Street Address
- City
- State
- Country
- Zip Code
Action
Search or write
- 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

- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Department
  Required
- Status
  Required
Trigger
Instant
Try It
- Organization
  Required
- Department
  Required
Trigger
Instant
Try It
- Organization
  Required
- Department
  Required
- Ticket
  Required
- Content
  Required
- Public
  Required
Action
Write
- Organization
  Required
- Account
- Last Name
  Required
- First Name
- Title
- Description
- Type
- Email
- Secondary Email
- Twitter
- Facebook
- Phone
- Mobile/ Cellular
- Street Address
- City
- State
- Country
- Zip Code
Action
Write
- Organization
  Required
- Department
  Required
- Ticket
  Required
- From Address (E-Mail)
  Required
- To Address (E-Mail)
  Required
- Content Type
  Required
- Reply Content
  Required
- Is Forward
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Select Organization
  Required
- Email
  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 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.

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Related categories

Accounting

Zoho

About Zoho Desk

Zoho Desk is web-based customer service software designed to help you focus more on creating customer happiness every day.

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Related categories

Customer Support

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