Zoho Books + HelpScout Integration

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Create Your Own Zoho Books & HelpScout Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Invoice is created in Zoho Books
Triggers the automation when any invoice is added or modified
Instant
Customer payment is created in Zoho Books
Triggers the automation when payment is made by customer
Instant
Vendor payment is created in Zoho Books
Triggers the automation when a vendor payment is created
Instant
Customer is created in Zoho Books
Triggers the automation when a new customer is created
Instant
Customer is updated in Zoho Books
Triggers the automation when customer details are updated
Instant
Sales order is created in Zoho Books
Triggers the automation when a sales order is created
Instant
Purchase order is created in Zoho Books
Triggers the automation when a new purchase order is created
Instant
Estimate is created in Zoho Books
Triggers the automation when a new estimate is created
Instant
Expense is created in Zoho Books
Triggers the automation when a new expense is added
Instant
Item is created in Zoho Books
Triggers the automation when a new item is created
Instant
Bill is created in Zoho Books
Triggers the automation when a new bill is created
Instant
Credit note is created in Zoho Books
Triggers the automation when a new credit note is generated
Instant
Delivery challan is created in Zoho Books
Triggers the automation when a Delivery challan is created
Instant
Recurring bill is created in Zoho Books
Triggers the automation when a recurring bill is created
Instant
Recurring expense is created in Zoho Books
Triggers the automation when a recurring expense is created
Instant
Recurring invoice is created in Zoho Books
Triggers the automation when a recurring invoice is created
Instant
Project is created in Zoho Books
Triggers the automation when a new project is created
Instant
Vendor is created in Zoho Books
Triggers the automation when a new vendor is created
Instant
Timesheet is created in Zoho Books
Triggers the automation when a timesheet is created
Instant
Conversion is created in HelpScout
Triggers the automation when a conversion occurs
Instant
Conversion tags are updated in HelpScout
Triggers the automation when conversion tags are updated
Instant
Conversation is assigned in HelpScout
Triggers the automation when someone is assigned to a conversation
Instant
Customer is created in HelpScout
Triggers the automation when a new customer is created

Search vendor in Zoho Books
Searches for a vendor
Create sales invoice in Zoho Books
Generates a new sales invoice with pre-filled details
Search invoice in Zoho Books
Locates and retrieves invoices with
Create customer in Zoho Books
Adds a new customer to the database
Search customer in Zoho Books
Locates and retrieves customer information
Get customer by id in Zoho Books
Retrieves customer information based on their id
Create item in Zoho Books
Generates a new item
Search item in Zoho Books
Locates and retrieves particular item information
Create estimate in Zoho Books
Adds a new contact to the contact list
Create sales order in Zoho Books
Generates a new sales order with pre-filled details
Get line items by sales order ID in Zoho Books
Retrieves line items associated with a sales order id
Update sales order in Zoho Books
Updates sales orders with the latest information
Create payment in Zoho Books
Generates and process a payment transaction
Search account in Zoho Books
Searches for account information
Create purchase order in Zoho Books
Generates a purchase order for approved requests
Create task in Zoho Books
Creates a new task
Create conversation in HelpScout
Start a new conversation with speicified recipients
Search conversation in HelpScout
Searches for keywords within a conversation
Create customer in HelpScout
Adds a new customer to the database
Search customer in HelpScout
Locates and retrieves customer information
Add note in HelpScout
Adds a note to the selected item
Update customer properties in HelpScout
Updates customer information and properties based on particular criteria
Update customer in HelpScout
Updates a customer's information
Search user in HelpScout
Searches for a user
Send reply in HelpScout
Sends a reply
Search mailbox in HelpScout
Searches for a mailbox
Get week report in HelpScout
Generates a report summarizing tasks completed and progress made in the past week
Get day report in HelpScout
Retrieves and summarize daily activity and performance data for review
Get custom report in HelpScout
Generates a personalized report based on particular criteria

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You Can Also Connect Zoho Books or HelpScout With 1200+ Other Apps

Zoho Books is the fastest, most flexible and feature-rich accounting software for small business owners and freelancers. With Zoho Books, you can get up and running in a matter of minutes. No complicated setup or hardware required.

See Zoho Books Integrations

Help Scout aims to make every customer service interaction a more human one. Using Help Scout, you can consolidate all your inboxes, create rich profiles of your customers and respond to users in real time from any device.

See HelpScout Integrations