Connect Zoho Invoice and BoldDesk to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Invoice
Choose an Action
Automatically do this!
Create Ticket
Update Ticket
Create Contact
Create Contact Group
Create Ticket Note
Create Ticket Reply
Update Contact
Update Contact Group
List Activity
List Webhooks
Enable Integrations or automations with these events of Zoho Invoice and BoldDesk
Enable Integrations or automations with these events of Zoho Invoice and BoldDesk
Actions
Create Invoice
Creates a New Invoice.
Create Contact
Create's a new contact.
Create Item
Creates a new item.
Create Estimate
Creates a new estimate.
Create Contact Person
Create a new contact person.
Find Contact
Get a specific contact by contact id.
Know More About Zoho Invoice and Bolddesk Integrations
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Frequently Asked Questions
To start, connect both your Zoho Invoice and BoldDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Invoice triggers actions in BoldDesk (or vice versa).
Absolutely. You can customize how Zoho Invoice data is recorded in BoldDesk. This includes choosing which data fields go into which fields of BoldDesk, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Invoice and BoldDesk typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho Invoice and BoldDesk. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Zoho Invoice
Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing.
Learn MoreAbout BoldDesk
BoldDesk is a comprehensive help desk and customer support software designed to streamline and enhance the customer service experience. It offers a range of features including ticket management, automation, and reporting to help businesses efficiently manage customer inquiries and support requests.
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