Integrate Freshdesk with Zoho Invoice

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

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Create a new contact is in Zoho Invoice each time a new contact is created in Freshdesk

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in Zoho Invoice whenever a new contact is added in Freshdesk.

How it works
  1. The flow triggers when a new contact is created in Freshdesk.
  2. Zoho Flow creates a new contact in Zoho Invoice.
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Create a new contact is in Zoho Invoice each time a new contact is created in Freshdesk

Freshdesk + Zoho Invoice

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Supported triggers and actions

Integrate Freshdesk and Zoho Invoice using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Ticket note added

Triggers when a note is added to the selected ticket

Ticket updated

Triggers when the details of an existing ticket are updated

Ticket created

Triggers when a new ticket is created

Contact updated

Triggers when the details of an existing contact are updated

Credit note created

Triggers when a new credit note is created

Item created

Triggers when a new item is created in the selected organization

Contact updated

Triggers when any detail of an existing contact is updated

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

Payment received

Triggers when a new payment is received

Contact created

Triggers when a new contact is created

Payment updated

Triggers when any detail of an existing payment is updated

Project created

Triggers when a new project is created

Timesheet created

Triggers when a new timesheet is created

Estimate updated

Triggers when any detail of an existing estimate is updated

Estimate created

Triggers when a new estimate is created in the selected organization

Project updated

Triggers when any detail of an existing project is updated

Item updated

Triggers when any detail of an existing item is updated

Invoice created

Triggers when a new invoice is created

Timesheet updated

Triggers when the details of an existing timesheet are updated

Contact person created

Triggers when a new contact person is created for an existing contact

Invoice updated

Triggers when any detail of an existing invoice is updated

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

All Actions - Actions are the automated tasks

Create forum

Creates a new forum in the selected category

Add notes to ticket

Adds private or public notes to the selected ticket

Create company

Creates a new company

Create group

Creates a new group

Create forum category

Creates a new forum category

Create ticket

Creates a new ticket

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Update ticket

Updates the details of an existing ticket

Fetch agent by ID

Fetches the details of an existing agent by ID

Fetch company

Fetches the details of an existing company by domain

Fetch ticket status

Fetches the status of a specific ticket by label

Fetch ticket

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

Fetch agent

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

Fetch group by ID

Fetches the details of an existing group by ID

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch ticket priority

Fetches the priority details of a specific ticket by label

Fetch ticket priority by ID

Fetches the priority details of a specific ticket by ID

Fetch ticket status by ID

Fetches the status of a specific ticket by ID

Fetch ticket by ID

Fetches the details of an existing ticket by ID

Fetch company by ID

Fetches the details of an existing company by ID

Fetch contact

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

Create recurring invoice

Creates a new recurring invoice

Create contact

Creates a new contact

Record payment

Records a payment for an existing invoice

Add address for customer

Adds address details for an existing customer

Send retainer invoice

Sends a retainer invoice to the specified email address

Create estimate

Creates a new estimate

Create contact person

Creates a new contact person for the selected contact

Create project

Creates a new project

Create recurring expense

Creates a new recurring expense

Create timesheet

Creates a new timesheet entry

Create invoice

Creates a new invoice

Stop timer

Stops the timer that is currently running

Request payment information

Sends a payment information request to the specified email address

Send invoice

Sends an existing invoice to the specified recipients

Send estimate

Sends an existing estimate to the specified recipients

Mark as primary contact person

Marks the specified contact person as the primary contact person for the company

Create item

Creates a new item

Create retainer invoice

Creates a new retainer invoice

Create task

Creates a new task in the specified project

Start timer

Starts timer for the selected task

Update project

Updates the details of an existing project

Update invoice status

Updates the status of an existing invoice

Update contact

Updates the details of an existing contact

Update task

Updates the details of an existing task

Update contact person

Updates the details of an existing contact person

Update payment link

Updates the details of an existing payment link

Update item

Updates the details of an existing item

Update invoice

Updates the details of an existing invoice

Update estimate

Updates the details of an existing estimate

Update timesheet

Updates the details of an existing timesheet

Create payment link

Creates a payment link

Fetch public invoice payment link

Fetches the payment link for the specified invoice

Fetch contact by display name

Fetches the details of an existing contact by display name

Fetch contact by email

Fetches the details of an existing contact by email

Fetch payment

Fetches the details of an existing payment

Fetch item by name

Fetches the details of an existing item by name

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch project

Fetches the details of an existing project by ID

Fetch item by SKU

Fetches the details of an existing item by SKU

Fetch timesheet

Fetches the details of an existing timesheet by ID

Fetch invoice by number

Fetches the details of an existing invoice by number

Fetch recurring expense

Fetches the details of an existing recurring expense

Fetch item by ID

Fetches the details of an existing item by ID

Fetch invoice by ID

Fetches the details of an existing invoice by ID

Fetch estimate

Fetches the details of an existing invoice

Fetch user

Fetches the details of an existing user by ID, name, or email address

Fetch task

Fetches the details of an existing task by ID

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

What is Zoho Invoice?

Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses.

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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Technical Engineer, Master Liveaboards

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