Integrate Zoho Books with Zoho Desk
Send information between Zoho Books and Zoho Desk automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Books and Zoho Desk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Inventory adjustment updated
Triggers when the details of an existing inventory adjustment is updated
Sales receipt updated
Triggers when the details of an existing sales receipt is updated
Credit note created
Triggers when a new credit note is created in the selected organization
Funds transferred to another account
Triggers when funds are transferred from one account to another
Vendor credit created
Triggers when a new vendor credit is created
Picklist created
Triggers when a new picklist is created
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Time entry updated
Triggers when an existing time entry is updated
Sales receipt created
Triggers when a new sales receipt is created
Vendor created
Triggers when a new vendor is created
Vendor payment made
Triggers when a vendor payment is made
Project created
Triggers when a new project is created
Bill of supply updated
Triggers when the details of an existing bill of supply are updated
Customer updated
Triggers when the details of a customer are updated
Delivery challan created
Triggers when a new delivery challan is created
Custom module entry updated
Triggers when the details of an existing module entry are updated
Account transaction added
Triggers when a new account transaction is added
Bill of supply created
Triggers when a new bill of supply is created
Expense updated
Triggers when an existing expense is updated
Expense created
Triggers when a new expense is created
Estimate updated
Triggers when an existing estimate is updated
Customer payment updated
Triggers when a payment made by a customer is updated
Vendor updated
Triggers when the details of an existing vendor is updated
Recurring bill created
Triggers when a new recurring bill is created
Recurring bill updated
Triggers when the details of an existing recurring bill is updated
Invoice updated
Triggers when an existing invoice is updated
Account updated
Triggers when the details of an account in the selected organization are updated
Bill updated
Triggers when an existing bill is updated
Bill created
Triggers when a new bill is created
Customer created
Triggers when a new customer is created
Retainer invoice created
Triggers when a retainer invoice is created
Estimate created
Triggers when a new estimate is created
Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
Purchase order updated
Triggers when the details of an existing purchase order are updated
Recurring invoice updated
Triggers when the details of an existing recurring invoice are updated
Credit note updated
Triggers when the details of an existing credit note are updated
Recurring expense created
Triggers when a new recurring expense is created
Vendor payment updated
Triggers when the details of an existing vendor payment is updated
Delivery challan updated
Triggers when the details of an existing delivery challan are updated
Time entry created
Triggers when a new time entry is created
Custom module entry created
Triggers when a new custom module entry is created
Account created
Triggers when an account is created in the selected organization
Sales order updated
Triggers when the details of an existing sales order are updated
Item created
Triggers when a new item is created
Recurring invoice created
Triggers when a new recurring invoice is created
Project updated
Triggers when an existing project is updated
Inventory adjustment made
Triggers when a new inventory adjustment is made
Customer payment received
Triggers when a new payment is made by a customer
Purchase order created
Triggers when a new purchase order is created
Item updated
Triggers when an existing item is updated
Sales order created
Triggers when a sales order is created
Invoice created
Triggers when a new invoice is created
Vendor credit updated
Triggers when the details of an existing vendor credit are updated
Product created
Triggers when a new product is created
Agent created
Triggers when a new agent is created in the selected portal
Time entry updated
Triggers when a time entry is updated in the selected task
Call created
Triggers when a new call is created in the selected portal
Ticket moved
Triggers when a ticket is moved to a different team or department
Agent updated
Triggers when the details of an agent is updated in the selected portal
Ticket updated
Triggers when the details of the selected ticket is updated
Ticket status updated
Triggers when a ticket status is changed to selected status. If status is not selected, the flow will trigger for all status changes.
Account updated
Triggers when the details of the selected account is updated
Contact updated
Triggers when the details of a contact is updated in the selected portal
Agent channel availability manually updated
Triggers when the channel availability of an agent is manually updated
Article updated
Triggers when an existing article is updated
Ticket created or updated
Triggers when a new ticket is created or the details of an existing ticket are updated
Ticket approval updated
Triggers when the details of an existing ticket approval are updated
Time entry created
Triggers when a new time entry is created in the selected task
Task created
Triggers when a new task is created in the selected portal
Task updated
Triggers when the details of a task is updated in the selected portal
Ticket comment updated
Triggers when the selected ticket comment is updated
Ticket approval added
Triggers when a new ticket approval is added
Call updated
Triggers when the details of a call is updated in the selected portal
Event updated
Triggers when the details of an event is updated
Ticket thread added
Triggers when a new ticket thread is added in the selected portal
Event created
Triggers when a new event is created in the selected portal
Agent availability updated
Triggers when the availability of an agent is updated
Account created
Triggers when a new account is created in the selected portal
Ticket created
Triggers when a new ticket is created in the selected portal
Ticket comment added
Triggers when a new ticket comment is added in the selected portal
Article created
Triggers when a new article is created
Contact created
Triggers when a new contact is created in the selected portal
All Actions - Actions are the automated tasks
Create vendor credit
Creates a new vendor credit
Create sales order
Creates a new sales order
Create payment link
Creates a new payment link
Create recurring invoice
Creates a new recurring invoice
Apply credit to invoice
Adds a credit note to the specified invoice
Update estimate
Updates the details of an existing estimate
Send purchase order
Sends an existing purchase order by email
Create bank transaction
Creates a new bank transaction
Send estimate
Sends an existing estimate to the specified recipients
Invite user to project
Invites a new user to the selected project
Add comment to credit note
Adds a comment to the specified credit note
Add comment to vendor credit
Adds a comment to the specified vendor credit
Add comment to retainer invoice
Adds a comment to the specified retainer invoice
Create item
Creates a new item
Refund customer payment
Refunds the specified payment
Send retainer invoice
Sends an existing retainer invoice by email
Add comment to vendor
Adds a comment to the specified vendor
Create delivery challan
Creates a new delivery challan
Create vendor
Creates a new vendor
Send invoice
Sends an existing invoice by email
Create expense
Creates a new expense
Create task
Creates a new task
Create estimate
Creates a new estimate
Create sales receipt
Creates a new sales receipt
Create custom module entry
Creates a new custom module entry
Create bill
Creates a new bill
Send sales order
Sends an existing sales order by email
Create customer
Creates a new customer
Update customer SMS notification status
Updates the status of an existing customer SMS notification
Add address
Adds an address to a customer or vendor contact
Create public share link
Creates a public share link for the selected module
Create inventory adjustment
Creates a new inventory adjustment
Create recurring bill
Creates a new recurring bill
Record retainer invoice payment
Records payment for an existing retainer invoice
Create contact person
Creates a new contact person
Apply retainer invoice to invoice
Adds a retainer invoice to the specified invoice
Update invoice reminder status
Updates the status of an existing invoice reminder
Update project status
Updates the status of an existing project
Add comment to purchase order
Adds a comment to the specified purchase order
Create time entry
Creates a new time entry
Update contact status
Updates the status of an existing customer or vendor
Submit or approve credit note
Submits or approves an existing credit note
Reject sales order
Rejects an existing sales order
Create currency adjustment
Creates a currency adjustment for all open transactions on the specified date
Create journal
Creates a new journal
Add comment to estimate
Adds a comment to the specified estimate
Create account
Creates a new account in the selected organization
Create project
Creates a new project
Request payment information
Requests payment information from the specified contact
Create sales person
Creates a new sales person
Add comment to invoice
Adds a comment to the specified invoice
Mark as primary contact person
Marks the specified contact as the primary contact of the company
Create retainer invoice
Creates a new retainer invoice
Create recurring expense
Creates a new recurring expense
Add comment to project
Adds a comment to the specified project
Record vendor payment
Records a payment for an existing vendor invoice
Assign user to project
Assigns the specified user to an existing project
Add comment to bill
Adds a comment to the specified bill
Add comment to customer
Adds a comment to the specified customer
Record customer payment
Records a payment for an existing customer invoice
Create invoice
Creates a new invoice
Create credit note
Creates a new credit note
Add user
Adds a new user
Enable portal access
Enables portal access for the specified customer or vendor
Refund credit note
Refunds credit note by ID
Send credit note
Sends the specified credit note to a recipient
Create purchase order
Creates a new purchase order
Add comment to sales order
Adds a comment to the specified sales order
Submit or approve estimate
Submits or approves an existing estimate
Submit or approve bill
Submits or approves an existing bill
Reject retainer invoice
Rejects an existing retainer invoice
Reject vendor credit
Rejects an existing vendor credit
Update contact person
Updates the details of an existing contact person
Update recurring bill
Updates the details of an existing recurring bill
Unlock transaction
Unlocks the locked transactions to allow for modification or deletion
Lock transactions
Prevents transaction details prior to the selected date from being modified or deleted
Update project
Updates the details of an existing project
Update invoice
Updates the details of an existing invoice
Update credit note
Updates the details of an existing credit note
Update user status
Updates the status of an existing user
Update invoice status
Updates the status of an existing invoice
Reject bill
Rejects an existing bill
Link customer to vendor
Links the customer to an existing vendor
Stop or resume recurring bill
Stops or resumes an existing recurring bill
Update journal
Updates the details of an existing journal
Stop or resume recurring expense
Stops or resumes an existing recurring expense
Update payment link
Updates the details of an existing payment link
Update retainer invoice status
Updates the details of an existing retainer invoice
Reject estimate
Rejects an existing estimate
Update credit note status
Updates the status of an existing credit note
Update bill
Updates the details of an existing bill
Submit or approve purchase order
Submits or approves an existing purchase order
Update retainer invoice
Updates the details of an existing retainer invoice
Update delivery challan
Updates the details of an existing delivery challan
Update vendor credit
Updates the details of an existing vendor credit
Update customer
Updates the details of an existing customer
Update recurring expense
Updates the details of an existing recurring expense
Update purchase order
Updates the details of an existing purchase order
Update estimate status
Updates the status of an existing estimate
Submit or approve invoice
Submits or approves an existing invoice
Reject credit note
Rejects an existing credit note
Update sales order
Updates the details of an existing sales order
Update address
Updates the details of an existing customer or vendor address
Update custom module entry
Updates the details of a existing custom module entry
Update item
Updates the details of an existing item
Update bill status
Updates the status of an existing bill
Update vendor credit status
Updates the details of an existing credit status
Submit or approve sales order
Submits or approves an existing sales order
Update task
Updates the details of an existing task
Update account
Updates the details of an account in the selected organization
Reject purchase order
Rejects an existing purchase order
Update vendor
Updates the details of an existing vendor
Update purchase order status
Updates the status of an existing purchase order
Update time entry
Updates an existing time entry
Update sales order status
Updates the status of an existing sales order
Update expense
Updates the details of an existing expense
Update user
Updates the details of an existing user
Submit or approve vendor credit
Submits or approves an existing vendor credit
Stop or resume recurring invoice
Stops or resumes an existing recurring invoice
Update recurring invoice
Updates the details of an existing recurring invoice
Submit or approve retainer invoice
Submits or approves an existing retainer invoice
Reject invoice
Rejects an existing invoice
Fetch recurring expense
Fetches the details of an existing recurring expense by profile name
Convert sales order to invoice
Converts an existing sales order to an invoice
Fetch inventory adjustment
Fetches the details of an existing inventory adjustment
Fetch project
Fetches the details of an existing project by name
Fetch sales receipt
Fetches the details of an existing sales receipt by number
Fetch invoice
Fetches the details of an existing invoice
Fetch user
Fetches the details of an existing user by email address
Fetch custom module entry
Fetches the details of an existing custom module entry
Fetch bill
Fetches the details of an existing bill
Fetch bank account
Fetches the details of an existing bank account
Fetch estimate
Fetches the details of an existing estimate by its number
Fetch recurring invoice
Fetches the details of an existing recurring invoice by profile name
Fetch customer
Fetches the details of an existing customer
Fetch credit note
Fetches the details of an existing credit note by number
Fetch payment link
Fetches the details of an existing payment link
Fetch retainer invoice
Fetches the details of an existing retainer invoice by number
Fetch recurring bill
Fetches the details of an existing recurring bill
Fetch vendor payment
Fetches the details of an existing vendor payment
Fetch expense
Fetches an existing expense by ID or reference number. If the expense does not exist, you can choose to create a new one.
Fetch vendor
Fetches the details of an existing vendor
Fetch delivery challan
Fetches the details of an existing delivery challan
Fetch item
Fetches the details of an existing item by its ID, number or name.
Fetch account
Fetches the details of an existing account by its ID
Fetch vendor credit
Fetches the details of an existing vendor credit
Fetch purchase order
Fetches the details of an existing purchase order by its number
Fetch sales order
Fetches the details of an existing sales order by number
Fetch customer payment
Fetches the details of an existing customer payment
Fetch journal
Fetches the details of an existing journal
Generate ticket summary - Zia
Generates summary of the ticket using Zia's generative AI
Create product
Creates a new product in the selected organization
Create call
Creates a new call in the selected organization
Create contact
Creates a new contact in the selected organization
Create agent
Creates a new agent in the selected organization
Create account
Creates a new account in the selected organization
Create ticket
Creates a new ticket in the selected organization
Find ticket tone and sentiment - Zia
Finds a tone and sentiment of the ticket using Zia's generative AI
Remove tag
Removes a tag from the specified ticket
Record email reply
Records an email reply from the contact for the specified ticket created in the email channel
Create task
Creates a new task in the selected department
Create ticket comment
Creates a comment in the selected ticket
Create account comment
Creates a new comment in the selected account
Create custom module record
Creates a new custom module record
Generate ticket reply - Zia
Generates a ticket reply using Zia's generative AI
Add ticket time entry
Adds time entry for an existing ticket
Add user to group
Adds the specified users to an existing group
Add task time entry
Adds time entry for an existing task
Create contact comment
Creates a comment in the selected contact
Create task comment
Creates a new comment in the specified task
Create topic
Creates a new topic
Create contract
Creates a new contract for the selected account
Create topic comment
Creates a comment for the specified topic
Send email reply
Sends a reply for the specified ticket created in the email channel
Add tag
Adds a tag to the specified ticket
Request approval for ticket
Requests an approval for an existing ticket from the specified approver
Create event
Creates a new event in the selected organization
Create article
Creates a new article
Extract ticket key topics - Zia
Extracts key topics of the ticket using Zia's generative AI
Add agent to team
Adds the specified agent to the selected team
Close ticket
Closes the specified tickets
Update agent availability
Updates the availability status of an existing agent
Update account
Updates the selected account
Update call
Updates the details of the specified call
Update agent
Updates the details of an existing agent
Update topic
Updates the details of an existing topic
Edit ticket time entry
Edits the time entry of an existing ticket
Update ticket
Updates the details of an existing ticket
Update product
Updates the details of the selected product
Update contact
Updates the selected contact
Update contract
Updates the details of an existing contract
Remove agent from team
Removes the specified agent from the selected team
Update contact comment
Updates the specified comment in the selected contact
Mark or Unmark ticket as spam
Marks or unmarks the specified ticket as spam
Update call timer
Updates the timer of an existing call
Update custom module record
Updates the details of an existing custom module record
Remove user from group
Removes the specified users from an existing group
Dissociate accounts to contact
Dissociates the specified account with the specified contact
Move ticket
Moves the specified ticket to the selected department
Update task timer
Updates the timer of an existing task
Associate accounts to contact
Associates the specified account with the specified contact
Update ticket comment
Updates the comment for the specified ticket
Update ticket timer
Updates the timer of an existing ticket
Update KB user status
Updates the status of an existing KB user
Invite contact to the help center
Invites the specified contacts to help center
Send custom channel reply
Sends reply for a ticket via the selected channel
Update article
Updates the details of an existing article
Update task
Updates the details of an existing task
Fetch article
Fetches the details of an existing article
Fetch account
Fetches an existing account by name or ID
Fetch customer happiness
Fetches the happiness feedback of an existing customer
Fetch contract
Fetches the details of an existing contract
Fetch product
Fetches the details of an existing product by unique ID or name
Fetch ticket thread
Fetches an existing ticket thread by unique ID
Fetch custom module record
Fetches the details of an existing custom module record
Fetch call
Fetches the details of a call based on the selected field
Fetch agent
Fetches the details of an existing agent by ID or email
Fetch ticket time entry
Fetches the time entry of an existing ticket
Fetch custom module record by ID
Fetches the details of an existing custom module record by record ID
Fetch contact
Fetches a contact by email address, unique ID, or contact name
Fetch ticket
Fetches the details of an existing ticket
Fetch KB user
Fetches the details of an existing KB user
Fetch ticket tags
Fetches ticket tags using ticket ID
Fetch event
Fetches the details of an event based on the selected field
Fetch task
Fetches the details of an existing task by ID
Trash contact
Moves selected contact to the recycle bin
Trash account
Moves selected account to the recycle bin
Trash ticket
Moves selected ticket to the recycle bin
What is Zoho Books?
Zoho Books is online accounting software that helps you manage finances, track expenses, handle inventory, and file GST returns—all in one place.
Similar apps
What is Zoho Desk?
Zoho Desk is context-aware help desk software for managing customer support activities. You can assign, track, and set up alerts on help desk tickets easily.
Similar apps
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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
