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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Connect Zoho Books and Zoho Desk with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho Books and Zoho Desk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Credit note created
Triggers when a new credit note is created in the selected organization
Picklist created
Triggers when a new picklist is created
Retainer invoice created
Triggers when a retainer invoice is created
Funds transferred to another account
Triggers when funds are transferred from one account to another
Bill created
Triggers when a new bill is created
Estimate created
Triggers when a new estimate is created
Estimate updated
Triggers when an existing estimate is updated
Vendor updated
Triggers when the details of an existing vendor is updated
Bill of supply created
Triggers when a new bill of supply is created
Account transaction added
Triggers when a new account transaction is added
Custom module entry updated
Triggers when the details of an existing module entry are updated
Delivery challan created
Triggers when a new delivery challan is created
Customer updated
Triggers when the details of a customer are updated
Bill of supply updated
Triggers when the details of an existing bill of supply are updated
Bill updated
Triggers when an existing bill is updated
Account updated
Triggers when the details of an account in the selected organization are updated
Sales order created
Triggers when a sales order is created
Item updated
Triggers when an existing item is updated
Purchase order created
Triggers when a new purchase order is created
Customer payment received
Triggers when a new payment is made by a customer
Inventory adjustment made
Triggers when a new inventory adjustment is made
Project updated
Triggers when an existing project is updated
Expense created
Triggers when a new expense is created
Expense updated
Triggers when an existing expense is updated
Sales order updated
Triggers when the details of an existing sales order are updated
Account created
Triggers when an account is created in the selected organization
Custom module entry created
Triggers when a new custom module entry is created
Time entry created
Triggers when a new time entry is created
Delivery challan updated
Triggers when the details of an existing delivery challan are updated
Vendor payment updated
Triggers when the details of an existing vendor payment is updated
Vendor credit updated
Triggers when the details of an existing vendor credit are updated
Invoice created
Triggers when a new invoice is created
Recurring expense created
Triggers when a new recurring expense is created
Credit note updated
Triggers when the details of an existing credit note are updated
Recurring invoice updated
Triggers when the details of an existing recurring invoice are updated
Purchase order updated
Triggers when the details of an existing purchase order are updated
Retainer invoice updated
Triggers when the details of an existing retainer invoice are updated
Sales receipt updated
Triggers when the details of an existing sales receipt is updated
Recurring invoice created
Triggers when a new recurring invoice is created
Item created
Triggers when a new item is created
Invoice updated
Triggers when an existing invoice is updated
Project created
Triggers when a new project is created
Customer created
Triggers when a new customer is created
Recurring bill updated
Triggers when the details of an existing recurring bill is updated
Recurring bill created
Triggers when a new recurring bill is created
Vendor created
Triggers when a new vendor is created
Inventory adjustment updated
Triggers when the details of an existing inventory adjustment is updated
Time entry updated
Triggers when an existing time entry is updated
Vendor payment made
Triggers when a vendor payment is made
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Sales receipt created
Triggers when a new sales receipt is created
Vendor credit created
Triggers when a new vendor credit is created
Customer payment updated
Triggers when a payment made by a customer is updated
Ticket comment updated
Triggers when the selected ticket comment is updated
Ticket updated
Triggers when the details of the selected ticket is updated
Ticket comment added
Triggers when a new ticket comment is added in the selected portal
Time entry updated
Triggers when a time entry is updated in the selected task
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.
Ticket created
Triggers when a new ticket is created in the selected portal
Task updated
Triggers when the details of a task is updated in the selected portal
Time entry created
Triggers when a new time entry is created in the selected task
Article updated
Triggers when an existing article is updated
Task created
Triggers when a new task is created in the selected portal
Contact created
Triggers when a new contact is created in the selected portal
Call created
Triggers when a new call is created in the selected portal
Product created
Triggers when a new product is created
Article created
Triggers when a new article is created
Ticket thread added
Triggers when a new ticket thread is added in the selected portal
Contact updated
Triggers when the details of a contact is updated in the selected portal
Event created
Triggers when a new event is created in the selected portal
Ticket created or updated
Triggers when a new ticket is created or the details of an existing ticket are updated
Event updated
Triggers when the details of an event is updated
Ticket approval updated
Triggers when the details of an existing ticket approval are updated
Call updated
Triggers when the details of a call is updated in the selected portal
Ticket moved
Triggers when a ticket is moved to a different team or department
Agent created
Triggers when a new agent is created in the selected portal
Ticket approval added
Triggers when a new ticket approval is added
Agent availability updated
Triggers when the availability of an agent is updated
Account updated
Triggers when the details of the selected account is updated
Agent updated
Triggers when the details of an agent is updated in the selected portal
Account created
Triggers when a new account is created in the selected portal
All Actions - Actions are the automated tasks
Create sales order
Creates a new sales order
Create delivery challan
Creates a new delivery challan
Add comment to vendor
Adds a comment to the specified vendor
Send retainer invoice
Sends an existing retainer invoice by email
Refund customer payment
Refunds the specified payment
Create item
Creates a new item
Add comment to retainer invoice
Adds a comment to the specified retainer invoice
Send estimate
Sends an existing estimate to the specified recipients
Create invoice
Creates a new invoice
Send purchase order
Sends an existing purchase order by email
Invite user to project
Invites a new user to the selected project
Create payment link
Creates a new payment link
Create bank transaction
Creates a new bank transaction
Create vendor credit
Creates a new vendor credit
Create recurring invoice
Creates a new recurring invoice
Send credit note
Sends the specified credit note to a recipient
Create recurring expense
Creates a new recurring expense
Enable portal access
Enables portal access for the specified customer or vendor
Create purchase order
Creates a new purchase order
Create credit note
Creates a new credit note
Refund credit note
Refunds credit note by ID
Record customer payment
Records a payment for an existing customer invoice
Add user
Adds a new user
Add comment to bill
Adds a comment to the specified bill
Add comment to estimate
Adds a comment to the specified estimate
Add comment to customer
Adds a comment to the specified customer
Add comment to project
Adds a comment to the specified project
Assign user to project
Assigns the specified user to an existing project
Create retainer invoice
Creates a new retainer invoice
Record vendor payment
Records a payment for an existing vendor invoice
Add comment to invoice
Adds a comment to the specified invoice
Create recurring bill
Creates a new recurring bill
Request payment information
Requests payment information from the specified contact
Mark as primary contact person
Marks the specified contact as the primary contact of the company
Create account
Creates a new account in the selected organization
Create sales person
Creates a new sales person
Create journal
Creates a new journal
Create project
Creates a new project
Create time entry
Creates a new time entry
Add comment to sales order
Adds a comment to the specified sales order
Update invoice reminder status
Updates the status of an existing invoice reminder
Create currency adjustment
Creates a currency adjustment for all open transactions on the specified date
Record retainer invoice payment
Records payment for an existing retainer invoice
Add comment to purchase order
Adds a comment to the specified purchase order
Create inventory adjustment
Creates a new inventory adjustment
Create contact person
Creates a new contact person
Send invoice
Sends an existing invoice by email
Create vendor
Creates a new vendor
Create public share link
Creates a public share link for the selected module
Add address
Adds an address to a customer or vendor contact
Update customer SMS notification status
Updates the status of an existing customer SMS notification
Create customer
Creates a new customer
Send sales order
Sends an existing sales order by email
Create bill
Creates a new bill
Add comment to vendor credit
Adds a comment to the specified vendor credit
Add comment to credit note
Adds a comment to the specified credit note
Create custom module entry
Creates a new custom module entry
Create sales receipt
Creates a new sales receipt
Create estimate
Creates a new estimate
Create task
Creates a new task
Create expense
Creates a new expense
Update estimate status
Updates the status of an existing estimate
Update purchase order
Updates the details of an existing purchase order
Update customer
Updates the details of an existing customer
Link customer to vendor
Links the customer to an existing vendor
Stop or resume recurring expense
Stops or resumes an existing recurring expense
Update invoice status
Updates the status of an existing invoice
Stop or resume recurring bill
Stops or resumes an existing recurring bill
Update credit note status
Updates the status of an existing credit note
Reject bill
Rejects an existing bill
Reject estimate
Rejects an existing estimate
Update bill
Updates the details of an existing bill
Submit or approve credit note
Submits or approves an existing credit note
Update invoice
Updates the details of an existing invoice
Update project status
Updates the status of an existing project
Lock transactions
Prevents transaction details prior to the selected date from being modified or deleted
Update payment link
Updates the details of an existing payment link
Update contact status
Updates the status of an existing customer or vendor
Update journal
Updates the details of an existing journal
Update retainer invoice status
Updates the details of an existing retainer invoice
Update contact person
Updates the details of an existing contact person
Apply credit to invoice
Adds a credit note to the specified invoice
Reject retainer invoice
Rejects an existing retainer invoice
Update recurring bill
Updates the details of an existing recurring bill
Update credit note
Updates the details of an existing credit note
Reject vendor credit
Rejects an existing vendor credit
Update project
Updates the details of an existing project
Update user status
Updates the status of an existing user
Update user
Updates the details of an existing user
Update recurring invoice
Updates the details of an existing recurring invoice
Update sales order status
Updates the status of an existing sales order
Submit or approve vendor credit
Submits or approves an existing vendor credit
Update estimate
Updates the details of an existing estimate
Update expense
Updates the details of an existing expense
Unlock transaction
Unlocks the locked transactions to allow for modification or deletion
Apply retainer invoice to invoice
Adds a retainer invoice to the specified invoice
Update account
Updates the details of an account in the selected organization
Reject sales order
Rejects an existing sales order
Submit or approve sales order
Submits or approves an existing sales order
Reject purchase order
Rejects an existing purchase order
Submit or approve retainer invoice
Submits or approves an existing retainer invoice
Update task
Updates the details of an existing task
Stop or resume recurring invoice
Stops or resumes an existing recurring invoice
Reject invoice
Rejects an existing invoice
Update sales order
Updates the details of an existing sales order
Update item
Updates the details of an existing item
Submit or approve invoice
Submits or approves an existing invoice
Update address
Updates the details of an existing customer or vendor address
Update purchase order status
Updates the status of an existing purchase order
Reject credit note
Rejects an existing credit note
Update vendor
Updates the details of an existing vendor
Update time entry
Updates an existing time entry
Update delivery challan
Updates the details of an existing delivery challan
Update recurring expense
Updates the details of an existing recurring expense
Submit or approve purchase order
Submits or approves an existing purchase order
Update vendor credit
Updates the details of an existing vendor credit
Update bill status
Updates the status of an existing bill
Update retainer invoice
Updates the details of an existing retainer invoice
Update custom module entry
Updates the details of a existing custom module entry
Update vendor credit status
Updates the details of an existing credit status
Submit or approve bill
Submits or approves an existing bill
Submit or approve estimate
Submits or approves an existing estimate
Fetch vendor payment
Fetches the details of an existing vendor payment
Fetch recurring bill
Fetches the details of an existing recurring bill
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 recurring invoice
Fetches the details of an existing recurring invoice by profile name
Fetch estimate
Fetches the details of an existing estimate by its number
Fetch bank account
Fetches the details of an existing bank account
Fetch bill
Fetches the details of an existing bill
Fetch account
Fetches the details of an existing account by its ID
Fetch item
Fetches the details of an existing item by its ID, number or name.
Fetch delivery challan
Fetches the details of an existing delivery challan
Fetch vendor
Fetches the details of an existing vendor
Fetch project
Fetches the details of an existing project by name
Fetch inventory adjustment
Fetches the details of an existing inventory adjustment
Convert sales order to invoice
Converts an existing sales order to an invoice
Fetch recurring expense
Fetches the details of an existing recurring expense by profile name
Fetch retainer invoice
Fetches the details of an existing retainer invoice by number
Fetch payment link
Fetches the details of an existing payment link
Fetch credit note
Fetches the details of an existing credit note by number
Fetch customer
Fetches the details of an existing customer
Fetch customer payment
Fetches the details of an existing customer payment
Fetch sales order
Fetches the details of an existing sales order by number
Fetch purchase order
Fetches the details of an existing purchase order by its number
Fetch vendor credit
Fetches the details of an existing vendor credit
Fetch custom module entry
Fetches the details of an existing custom module entry
Fetch user
Fetches the details of an existing user by email address
Fetch invoice
Fetches the details of an existing invoice
Fetch sales receipt
Fetches the details of an existing sales receipt by number
Fetch journal
Fetches the details of an existing journal
Create call
Creates a new call in the selected organization
Create ticket comment
Creates a comment in the selected ticket
Add ticket time entry
Adds time entry for an existing ticket
Add task time entry
Adds time entry for an existing task
Create article
Creates a new article
Add user to group
Adds the specified users to an existing group
Create account
Creates a new account in the selected organization
Create contact comment
Creates a comment in the selected contact
Create topic
Creates a new topic
Create ticket
Creates a new ticket in the selected organization
Remove tag
Removes a tag from the specified ticket
Create product
Creates a new product in the selected organization
Request approval for ticket
Requests an approval for an existing ticket from the specified approver
Create contact
Creates a new contact in the selected organization
Add tag
Adds a tag to the specified ticket
Create custom module record
Creates a new custom module record
Create event
Creates a new event in the selected organization
Send email reply
Sends a reply for the specified ticket created in the email channel
Create task comment
Creates a new comment in the specified task
Add agent to team
Adds the specified agent to the selected team
Create topic comment
Creates a comment for the specified topic
Create contract
Creates a new contract for the selected account
Create agent
Creates a new agent in the selected organization
Create task
Creates a new task in the selected department
Close ticket
Closes the specified tickets
Update contact comment
Updates the specified comment in the selected contact
Update product
Updates the details of the selected product
Remove agent from team
Removes the specified agent from the selected team
Remove user from group
Removes the specified users from an existing group
Associate accounts to contact
Associates the specified account with the specified contact
Mark or Unmark ticket as spam
Marks or unmarks the specified ticket as spam
Send custom channel reply
Sends reply for a ticket via the selected channel
Update KB user status
Updates the status of an existing KB user
Update call timer
Updates the timer of an existing call
Update ticket timer
Updates the timer of an existing ticket
Update topic
Updates the details of an existing topic
Update ticket
Updates the details of an existing ticket
Invite contact to the help center
Invites the specified contacts to help center
Update agent
Updates the details of an existing agent
Update custom module record
Updates the details of an existing custom module record
Update contact
Updates the selected contact
Move ticket
Moves the specified ticket to the selected department
Update agent availability
Updates the availability status of an existing agent
Update account
Updates the selected account
Update task
Updates the details of an existing task
Update task timer
Updates the timer of an existing task
Dissociate accounts to contact
Dissociates the specified account with the specified contact
Edit ticket time entry
Edits the time entry of an existing ticket
Update article
Updates the details of an existing article
Update call
Updates the details of the specified call
Update contract
Updates the details of an existing contract
Update ticket comment
Updates the comment for the specified ticket
Fetch ticket
Fetches the details of an existing ticket
Fetch agent
Fetches the details of an existing agent by ID or email
Fetch contact
Fetches a contact by email address, unique ID, or contact name
Fetch task
Fetches the details of an existing task by ID
Fetch call
Fetches the details of a call based on the selected field
Fetch custom module record
Fetches the details of an existing custom module record
Fetch event
Fetches the details of an event based on the selected field
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 contract
Fetches the details of an existing contract
Fetch KB user
Fetches the details of an existing KB user
Fetch customer happiness
Fetches the happiness feedback of an existing customer
Fetch article
Fetches the details of an existing article
Fetch ticket time entry
Fetches the time entry of an existing ticket
Fetch account
Fetches an existing account by name or ID
Fetch ticket tags
Fetches ticket tags using ticket ID
Trash account
Moves selected account to the recycle bin
Trash ticket
Moves selected ticket to the recycle bin
Trash contact
Moves selected contact 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.
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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.
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Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
