Deskera + Zendesk Integration

Integrate Deskera to Zendesk in one click, or tell Integrately AI how you want each invoice handled. Create tickets, update contacts, sync support notes, and alert your team automatically.

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1.
  • Deskera
    Bill is updated in books in Deskera Instant
  • Deskera
    Bill is deleted in books in Deskera Instant
  • Deskera
    Invoice is created in books in Deskera Instant
  • Deskera
    Invoice is updated in books in Deskera Instant
  • Deskera
    Invoice is deleted in books in Deskera Instant
  • Deskera
    Bill is created in books in Deskera Instant
  • Deskera
    Debit note is created in books in Deskera Instant
  • Deskera
    Debit note is updated in books in Deskera Instant
  • Deskera
    Deal is deleted in sales in Deskera Instant
  • Deskera
    Debit note is deleted in books in Deskera Instant
  • Deskera
    Deal is updated in sales in Deskera Instant
  • Deskera
    Credit note is created in books in Deskera Instant
  • Deskera
    Credit note is updated in books in Deskera Instant
  • Deskera
    Contact is deleted in sales in Deskera Instant
  • Deskera
    Credit note is deleted in books in Deskera Instant
  • Deskera
    Contact is updated in sales in Deskera Instant
  • Deskera
    Quotation is created in Deskera
  • Deskera
    Stock is increased for a product in book in Deskera Instant
  • Deskera
    Stock is reduced for a product in book in Deskera Instant
  • Deskera
    Contact is created in Deskera
  • Deskera
    CRM Contact is created in Deskera
  • Deskera
    Contact is created in CRM+ in Deskera Instant
  • Deskera
    Product is created in Deskera
  • Deskera
    Sales invoice is created in Deskera
  • Deskera
    Deal is created in CRM+ in Deskera Instant
  • Deskera
    Payment entry is created in Deskera
  • Zendesk
    Ticket is solved in Zendesk
  • Zendesk
    Ticket is updated in Zendesk
  • Zendesk
    Ticket is created in Zendesk
  • Zendesk
    Ticket is created in view in Zendesk
  • Zendesk
    Activity(Audit) is added for specific ticket in Zendesk
  • Zendesk
    View is created in Zendesk
  • Zendesk
    User is created in Zendesk
  • Zendesk
    Group is created in Zendesk
  • Zendesk
    Organization is created in Zendesk
Arrow Right
2.
  • Deskera
    Create payment entry in Deskera
  • Deskera
    Search invoice in Deskera
  • Deskera
    Create contact in Deskera
  • Deskera
    Create sales invoice in Deskera
  • Deskera
    Create crm contact in Deskera
  • Deskera
    Search contact in Deskera
  • Deskera
    Search CRM contact in Deskera
  • Deskera
    Create a new contact in CRM+ in Deskera
  • Deskera
    Search product in Deskera
  • Deskera
    Create product in Deskera
  • Deskera
    Create account in Deskera
  • Deskera
    Search account in Deskera
  • Deskera
    Create quotation in Deskera
  • Deskera
    Update contact in Deskera
  • Zendesk
    Get organization by id in Zendesk
  • Zendesk
    Create ticket in Zendesk
  • Zendesk
    Update ticket in Zendesk
  • Zendesk
    Add comment to ticket in Zendesk
  • Zendesk
    Search ticket in Zendesk
  • Zendesk
    Add tag to ticket in Zendesk
  • Zendesk
    Create user in Zendesk
  • Zendesk
    Update user in Zendesk
  • Zendesk
    Search agent in Zendesk
  • Zendesk
    Search user in Zendesk
  • Zendesk
    Get user by id in Zendesk
  • Zendesk
    Create organization in Zendesk
  • Zendesk
    Update organization in Zendesk
  • Zendesk
    Search organization in Zendesk
  • Zendesk
    Search group in Zendesk

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Ready Workflows Ready Workflows for Deskera + Zendesk Integration

Capture new invoices, create support tickets, sync customer contacts, update accounts, and track payments, all in just one click.

Most popular automationsmost-popular-automations
Zendesk + Deskera Integration

Create Deskera contact from new Zendesk ticket

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

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

This makes it easy to keep track of your support tickets and contacts in one place.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Deskera + Zendesk flow

Send invoice details to your accounting tools, notify teams in messaging apps, and sync records across your stack. Pick a combination and activate it in one click.

Deskera
Zendesk
+
StripeStripe (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
ShopifyShopify (4)
+
GmailGmail (4)
+
HubSpotHubSpot (4)
D
S
Z
Create a Stripe customer when a contact is created in Deskera, and update the matching Zendesk ticket.
Deskera contacts instantly generate a Stripe customer profile and update your Zendesk ticket without manual entry.
S
D
Z
When a Stripe payment succeeds, create a sales invoice in Deskera and add a comment to the Zendesk ticket.
Successful Stripe payments automatically generate a Deskera invoice and document the payment in your Zendesk ticket.
S
D
Z
If a Stripe invoice is paid, update the Deskera invoice and solve the matching Zendesk ticket.
Paid Stripe invoices update your Deskera books and automatically close out the support ticket in Zendesk.
S
D
Z
When a Stripe refund is issued, record a credit note in Deskera and notify the Zendesk ticket assignee.
Refunds processed in Stripe generate a Deskera credit note and alert the assigned agent in Zendesk.

Supported triggers and actions for Deskera and Zendesk

Mix and match to build the exact automation you need

Deskera
Deskera Triggers & Actions
Instant
Bill is updated in books in Deskera
Triggers the automation when a bill is updated
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Instant
Bill is deleted in books in Deskera
Triggers the automation when a bill is deleted.
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Instant
Invoice is created in books in Deskera
Triggers the automation when a invoice is created.
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Instant
Invoice is updated in books in Deskera
Triggers the automation when a invoice is updated.
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Instant
Invoice is deleted in books in Deskera
Triggers the automation when a invoice is deleted.
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Instant
Bill is created in books in Deskera
Triggers the automation when a bill is created.
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Instant
Debit note is created in books in Deskera
Triggers the automation when a debit note is created.
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Instant
Debit note is updated in books in Deskera
Triggers the automation when a debit note is updated.
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Instant
Deal is deleted in sales in Deskera
Triggers the automation when a deal is deleted.
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Instant
Debit note is deleted in books in Deskera
Triggers the automation when a debit note is deleted.
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Instant
Deal is updated in sales in Deskera
Triggers the automation when a deal is updated.
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Instant
Credit note is created in books in Deskera
Triggers the automation when a credit note is created.
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Instant
Credit note is updated in books in Deskera
Triggers the automation when a credit note is updated.
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Instant
Contact is deleted in sales in Deskera
Triggers the automation when a contact is deleted in sales
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Instant
Credit note is deleted in books in Deskera
Triggers the automation when a credit note is deleted.
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Instant
Contact is updated in sales in Deskera
Triggers the automation when a contact is updated in sales
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Quotation is created in Deskera
Activates the automation when a new quotation is created
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Instant
Stock is increased for a product in book in Deskera
Triggers the automation when a stock is increased for a product.
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Instant
Stock is reduced for a product in book in Deskera
Triggers the automation when a stock is reduced for a product.
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Contact is created in Deskera
Triggers the automation when a new contact is created
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CRM Contact is created in Deskera
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Instant
Contact is created in CRM+ in Deskera
Triggers the automation when a new contact is created in CRM+
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Product is created in Deskera
Triggers the automation when a new product is created
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Sales invoice is created in Deskera
Triggers the automation when a sales invoice is created
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Instant
Deal is created in CRM+ in Deskera
Triggers the automation when a deal is created in CRM
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Payment entry is created in Deskera
Triggers the automation when a payment entry is created
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Create payment entry in Deskera
Creates a new payment entry
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Search invoice in Deskera
Searches for an invoice
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Create contact in Deskera
Adds a new contact to the database
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Create sales invoice in Deskera
Generates a new sales invoice with pre-filled details
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Create crm contact in Deskera
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Search contact in Deskera
Finds and retrieves contact information
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Search CRM contact in Deskera
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Create a new contact in CRM+ in Deskera
Adds a new contact to the crm contact list
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Search product in Deskera
Searches for a product
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Create product in Deskera
Generates and launch new products
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Create account in Deskera
Generates a new account
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Search account in Deskera
Searches for account information
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Create quotation in Deskera
Generates a new quotation with predefined details
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Update contact in Deskera
Updates contact information with new details
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Zendesk
Zendesk Triggers & Actions
Ticket is solved in Zendesk
Triggers the automation when a ticket is solved
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Ticket is updated in Zendesk
Triggers the automation when a ticket is updated
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Ticket is created in Zendesk
Triggers the automation when a new ticket is created
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Ticket is created in view in Zendesk
Triggers the automation when a new ticket is created in a particular view
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Activity(Audit) is added for specific ticket in Zendesk
Triggers the automation when a ticket is audited
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View is created in Zendesk
Triggers the automation when a new view is created
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User is created in Zendesk
Triggers the automation when a new user is created
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Group is created in Zendesk
Triggers the automation when a new group is created
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Organization is created in Zendesk
Triggers the automation when a new organization is created
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Get organization by id in Zendesk
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Create ticket in Zendesk
Generates a new ticket
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Update ticket in Zendesk
Updates ticket information
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Add comment to ticket in Zendesk
Adds a comment to a ticket
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Search ticket in Zendesk
Searches for a ticket
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Add tag to ticket in Zendesk
Adds a tag to a ticket for easy categorization and tracking
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Create user in Zendesk
Generates a new user account
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Update user in Zendesk
Updates user information
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Search agent in Zendesk
Searches for agent based on criteria
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Search user in Zendesk
Searches for a user
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Get user by id in Zendesk
Retrieves user information using their id
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Create organization in Zendesk
Generates a new invoice
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Update organization in Zendesk
Updates organization information
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Search organization in Zendesk
Finds and retrieves information about a organization
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Search group in Zendesk
Searches for a group
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What can you automate with Deskera + Zendesk?

Connect your financial records and customer support operations to eliminate repetitive tasks and data entry errors.

What you can automate?
🔄
Sync invoices and support tickets automatically
Generate Zendesk support tickets instantly whenever a new invoice is created in Deskera books. Your support team gets immediate visibility into billing events without manual handoffs.
📋
Capture every submitted field accurately
Map all available customer details, custom fields, and line items between Deskera and Zendesk without losing context. Your records remain comprehensive and ready for review.
🔔
Alert the right person the moment it happens
Send instant notifications to designated team members or Slack channels as soon as new financial records or support tickets are updated.
🔀
Route workflows based on submitted ticket fields
Trigger different follow-up actions in Deskera depending on the priority, tag, or category assigned to a Zendesk support ticket.
🔄
Keep destination records up to date continuously
Ensure customer contact updates in Deskera instantly reflect across matching user profiles and organizations in Zendesk.
🏷️
Add or update records without creating duplicates
Search existing contacts and accounts before creating new entries, preventing duplicate profiles across your Deskera and Zendesk databases.
💳
Manage later status changes and payment resolutions
Automatically update support tickets when invoices are paid, credit notes are issued, or refunds are processed across your accounting books.
🌐
Extend your workflow to external applications
Connect your Deskera and Zendesk core flow with Slack, Gmail, Shopify, or HubSpot to build powerful multi-app automations.
And much more...

Who is Deskera + Zendesk integration for?

Finance leaders, support managers, and operations teams eliminate manual data entry and synchronize customer records across Deskera and Zendesk.

Finance leaders
Finance leaders
Support managers
Support managers
Client account managers
Client account managers
Operations directors
Operations directors
Sales representatives
Sales representatives
Customer success leads
Customer success leads
📈
Finance leaders
You rely on Deskera books for revenue reporting, but manual billing updates lag behind support resolutions so your financial metrics are always outdated — with this integration, every payment and invoice syncs instantly and your figures remain accurate.
Support managers
You need to track customer issues in Zendesk alongside financial standing, but disconnected tools leave you searching for billing histories too late — with this integration, support tickets and financial records connect automatically so your team moves faster.
🤝
Client account managers
You report on client health and account activity to stakeholders, but missing touchpoints between systems leave gaps in your audit trail — with this integration, every customer interaction and transaction flows smoothly into a single unified history.
📊
Operations directors
Your team handles high volumes of invoices and support tickets daily, and manual data transfer causes bottlenecks across departments — with this integration, high-volume workflows run smoothly without human intervention or data silos.
💼
Sales representatives
You depend on finance and support teams to hand over client onboarding data after deals close, but delays stall your momentum — with this integration, closed deals automatically generate invoices and support tickets the moment they complete.
🔍
Customer success leads
You need a reliable history of client support tickets and billing statuses to manage renewals, but scattered platforms obscure the big picture — with this integration, customer records stay pristine and accessible across both applications.
Our team

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Why choose Integrately to automate Deskera + Zendesk

Build and manage your Deskera + Zendesk automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Deskera + Zendesk with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Automation is ready
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Frequently Asked Questions

How do I connect Deskera to Zendesk?
Frequently Asked Questions
You can connect Deskera and Zendesk in 1-click using ready-made templates on Integrately. For custom requirements, use Integrately AI to build your automation or integrate with apps like Slack, Gmail, and HubSpot.
Can I automatically create Zendesk tickets from new Deskera invoices?
Frequently Asked Questions
Can I connect Deskera, Zendesk, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Deskera and Zendesk?
Frequently Asked Questions
How are Deskera contacts synchronized with Zendesk?
Frequently Asked Questions
How are Zendesk tickets tracked in Deskera books?
Frequently Asked Questions
Do I need coding skills to automate Deskera and Zendesk?
Frequently Asked Questions
Is the Deskera and Zendesk integration free?
Frequently Asked Questions
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