Zoho Invoice + BoldDesk Integration

Connect Zoho Invoice to BoldDesk in 1 click

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1.
  • Zoho Invoice
    Invoice is created in Zoho Invoice Instant
  • Zoho Invoice
    Customer is created in Zoho Invoice Instant
  • Zoho Invoice
    Item is created in Zoho Invoice Instant
  • Zoho Invoice
    Contact person is created in Zoho Invoice
  • Zoho Invoice
    Project is created in Zoho Invoice Instant
  • Zoho Invoice
    Estimate is created in Zoho Invoice Instant
  • BoldDesk
    Contact is updated in BoldDesk Instant
  • BoldDesk
    Ticket is created in BoldDesk Instant
  • BoldDesk
    Ticket private notes is created in BoldDesk Instant
  • BoldDesk
    Ticket property is updated in BoldDesk Instant
  • BoldDesk
    Ticket reply is created in BoldDesk Instant
  • BoldDesk
    Activity is created in BoldDesk Instant
  • BoldDesk
    Contact is created in BoldDesk Instant
  • BoldDesk
    Approval is rejected in BoldDesk Instant
  • BoldDesk
    Approval is approved in BoldDesk Instant
  • BoldDesk
    Approval request is created in BoldDesk Instant
  • BoldDesk
    Activity is updated in BoldDesk Instant
  • BoldDesk
    Activity is deleted in BoldDesk Instant
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2.

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BoldDesk + Zoho Invoice Integration

Create Zoho Invoice contact from new BoldDesk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Zoho Invoice. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Zoho Invoice integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Zoho Invoice.

This makes it easy to keep track of your support tickets and contacts in one place.
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Zoho Books logo
Zoho Invoice logo
Create Zoho Invoice invoice for new Zoho Books sales invoice
Activate
WordPress logo
Zoho Invoice logo
Create Zoho Invoice contact for new WordPress user
Activate
Shopify logo
Zoho Invoice logo
Create Zoho Invoice invoice for new Shopify order
Activate
Google Sheets logo
Zoho Invoice logo
Create Zoho Invoice contact for new Google Sheets row
Activate
Microsoft Excel logo
Zoho Invoice logo
Create Zoho Invoice contact for new Microsoft Excel row
Activate
Zoho Books logo
Zoho Invoice logo
Create Zoho Invoice invoice for new Zoho Books sales invoice
Activate
WordPress logo
Zoho Invoice logo
Create Zoho Invoice contact for new WordPress user
Activate
Shopify logo
Zoho Invoice logo
Create Zoho Invoice invoice for new Shopify order
Activate
Google Sheets logo
Zoho Invoice logo
Create Zoho Invoice contact for new Google Sheets row
Activate
Microsoft Excel logo
Zoho Invoice logo
Create Zoho Invoice contact for new Microsoft Excel row
Activate
HubSpot logo
Zoho Invoice logo
Create Zoho Invoice order for new HubSpot deal
Activate
bexio logo
Zoho Invoice logo
Create Zoho Invoice invoice for new bexio invoice
Activate
Notion logo
Zoho Invoice logo
Create Zoho Invoice contact for new Notion database item
Activate
Ecwid logo
Zoho Invoice logo
Create Zoho Invoice invoice for new Ecwid (In Review) order
Activate
Square logo
Zoho Invoice logo
Create Zoho Invoice contact for new Square customer
Activate
HubSpot logo
Zoho Invoice logo
Create Zoho Invoice order for new HubSpot deal
Activate
bexio logo
Zoho Invoice logo
Create Zoho Invoice invoice for new bexio invoice
Activate
Notion logo
Zoho Invoice logo
Create Zoho Invoice contact for new Notion database item
Activate
Ecwid logo
Zoho Invoice logo
Create Zoho Invoice invoice for new Ecwid (In Review) order
Activate
Square logo
Zoho Invoice logo
Create Zoho Invoice contact for new Square customer
Activate
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Zoho Invoice
Zoho Invoice
Zoho Invoice is an easy to use and highly customizable invoice software for small businesses. It's mobile friendly, has payment reminders and recurring billing features.
BoldDesk
BoldDesk
BoldDesk is an AI-powered help desk software offering omnichannel ticketing, live chat, automation workflows, knowledge base, self-service portals, real-time reporting, and 24/7 AI assistance for seamless customer support.