Integrate QuickBooks with Freshdesk

Send information between QuickBooks and Freshdesk automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate QuickBooks and Freshdesk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Non-inventory item created

Triggers when a non-inventory item is created

Service item updated

Triggers when any detail of an existing service item is updated

Customer updated

Triggers when any detail of an existing customer is updated

Invoice created

Triggers when a new invoice is created

Customer created

Triggers when a new customer is created

Non-inventory item updated

Triggers when any detail of an existing non-inventory item is updated

Vendor updated

Triggers when the details of an existing vendor are updated

Bill created

Triggers when a bill is created

Service item created

Triggers when a new service item is created

Account created

Triggers when a new account is created

Estimate created

Triggers when a new estimate is created

Deposit added

Triggers when a new deposit is added

Payment received

Triggers when a payment is received

Credit memo updated

Triggers when the details of an existing credit memo are updated

Purchase order created

Triggers when a new purchase order is created

Invoice updated

Triggers when the details of an existing invoice are updated

Vendor created

Triggers when a new vendor is created

Account updated

Triggers when an account is updated

Inventory item created

Triggers when an inventory item is created

Sales receipt created

Triggers when a new sales receipt is created

Estimate updated

Triggers when an estimate is updated

Sales receipt updated

Triggers when the details of an existing sales receipt are updated

Credit memo created

Triggers when a credit memo is created

Inventory item updated

Triggers when any detail of an existing inventory item is updated

Ticket created

Triggers when a new ticket is created

Contact updated

Triggers when the details of an existing contact are updated

Ticket updated

Triggers when the details of an existing ticket are updated

Ticket note added

Triggers when a note is added to the selected ticket

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create invoice

Creates a new invoice

Create vendor

Creates a new vendor

Create deposit

Creates a new deposit

Create sales receipt

Creates a new sales receipt

Create payment record

Creates a new payment record

Create bill - Account based

Creates a new account-based bill

Create account

Creates a new account

Create bill - Item based

Creates a new item-based bill

Create customer

Creates a new customer

Create inventory item

Creates a new inventory item

Create non-inventory item

Creates a new non-inventory item

Create estimate

Creates a new estimate

Create service item

Creates a new service item

Create credit memo

Creates a new credit memo

Create transfer

Creates a new transfer

Update item status

Updates the status of the specified item

Update estimate

Updates the estimate by ID

Update customer

Updates the details of an existing customer

Update account

Updates the details of an existing account using account ID

Update invoice

Updates the details of an invoice by ID

Fetch customer type

Fetches the details of a customer type by its name

Fetch vendor by name

Fetches the details of an existing vendor by name

Fetch sales term

Fetches the details of a sales term based on its name

Send sales receipt

Sends an existing sales receipt to the specified email address

Fetch item by SKU

Fetches the details of an existing item using SKU

Fetch deposit

Fetches the details of an existing deposit by its ID

Fetch payment method

Fetches a payment method based on its name

Fetch customer by ID

Fetches the details of an existing customer by ID

Fetch location

Fetches the details of an existing location by name

Fetch transfer

Fetches the details of a transfer based on its ID

Fetch account

Fetches an account by name

Send invoice

Sends an invoice to the specified email address

Fetch customer by name or email

Fetches the details of an existing customer by name or email address

Send estimate

Sends an existing estimate

Fetch vendor by ID

Fetches the details of an existing vendor by ID

Fetch invoice

Fetches the details of an existing invoice by number

Fetch category

Fetches the details of an existing category by name

Fetch item

Fetches the details of an existing item by name

Create contact

Creates a new contact

Create forum

Creates a new forum in the selected category

Create company

Creates a new company

Create forum category

Creates a new forum category

Add notes to ticket

Adds private or public notes to the selected ticket

Create ticket

Creates a new ticket

Update ticket

Updates the details of an existing ticket

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Fetch ticket status by ID

Fetches the status of a specific ticket by ID

Fetch company by ID

Fetches the details of an existing company by ID

Fetch ticket by ID

Fetches the details of an existing ticket by ID

Fetch ticket status

Fetches the status of a specific ticket by label

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch contact

Fetches the details of an existing contact by email address, phone number, or mobile number

Fetch agent by ID

Fetches the details of an existing agent by ID

Fetch ticket

Fetches the details of an existing ticket by requester email address and subject

Fetch ticket priority by ID

Fetches the priority details of a specific ticket by ID

Fetch group by ID

Fetches the details of an existing group by ID

Fetch agent

Fetches the details of an existing agent by email address, phone number, or mobile number

Fetch company

Fetches the details of an existing company by domain

Fetch ticket priority

Fetches the priority details of a specific ticket by label

What is QuickBooks?

Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.

What is Freshdesk?

Freshdesk is an online cloud-based customer service platform. You can keep track of your conversations, collaborate with colleagues, and improve team efficiency with accurate metrics.

Customer Support Popular

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

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

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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