OneDesk + Zoho Books

Create Zoho Books sales invoice from OneDesk timesheet

Automatically generate an invoice in Zoho Books directly from OneDesk timesheets to save time creating billable invoices for your clients

When this happens...
New Timesheet Created
Triggers when a new timesheet is created.
TriggerScheduled
automatically do this!
Create Sales Invoice
Creates a new sales invoice.
ActionWrite

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Supported triggers and actions

- Item TypeRequired
- Updates OnRequired
- Ignore My Own Changes
Trigger
Scheduled
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- Updates OnRequired
- Ignore My Own Changes
Trigger
Scheduled
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- Item TypeRequired
Trigger
Scheduled
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- Updates OnRequired
Trigger
Scheduled
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- ItemRequired
- Post TypeRequired
- CommentRequired
Action
Write

- Customer's emailRequired
- Customer's first nameRequired
- Customer's last nameRequired
- Customer Type
- Customer OrganizationRequired
Action
Write
- UserRequired
- ItemRequired
- WorkRequired
- Percent completedRequired
- Billable
- Comment
- lifecycleStatus
- Start date & timeRequired
- Finish date & timeRequired
Action
Write

- ItemRequired
- Lifecycle Status
- Name
- Custom Field(s)
- Priority
- Description
- Percent Completed
- Agile Points
- Item type
Action
Write
- Field to search by Required
- Search criteraRequired
Action
Search
- OrganizationRequired
Trigger
Instant
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- Status
- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact NameRequired
- Company Name
- First Name
- Last Name
- Email
- Website
- Phone
- Mobile
- Billing Address Address
- Billing Address City
- Billing Address Zip
- Billing Address State
- Billing Address Country
- Billing Address Fax
- Shipping Address Address
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Fax
- Shipping Address Zip
- Payment Terms
- Notes
- Vat Treatment
- Tax Treatment
- TRN Number
- Place of Supply
Action
Write
- OrganizationRequired
- Customer NameRequired
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item NameRequired
- Description
- QuantityRequired
- RateRequired
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- VAT Treatment
- Tax Treatment
- Reference Number
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Comment Posted OnRequired
- Public or Internal messageRequired
Trigger
Scheduled
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New Portfolio
Triggers when a new portfolio is created.
Trigger
Scheduled
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- Billable
Trigger
Scheduled
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New Project
Triggers when a new project is created.
Trigger
Scheduled
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- TypeRequired
- NameRequired
- Description
- Portfolio(s)
Action
Write
- NameRequired
- Item typeRequired
- ProjectRequired
- Description
- Requester Emails
- Requester ID
- Priority
Action
Write
- User TypeRequired
- Team/Account
- First Name
- Last Name
- EmailRequired
- Administrator
Action
Write
- Container TypesRequired
- Search ByRequired
- Search criteraRequired
Action
Search
- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
Trigger
Instant
Try It
- Organization NameRequired
- Customer NameRequired
- Estimate Number
- Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- OrganizationRequired
- Item NameRequired
- Description
- Rate
- Tax Percentage
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Search

About OneDesk

OneDesk combines helpdesk, product management, and project management software into one platform. OneDesk offers a web-app, mobile app, and website portal to connect your customers, employees, and partners.

Related categories

Project Management

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

OneDesk + Zoho Books

Create Zoho Books sales invoice from OneDesk timesheet

Supported triggers and actions

Item Updated

Project Updated

New Task/Ticket

New User/Customer

Create Comment

Create New Customer

Create Timesheet

Update Work Item

Find Work Item

New Estimate

New Sales Invoice

Create Customer

Create Sales Invoice

API Request (Beta)

New Comments

New Portfolio

New Timesheet Created

New Project

Create Container

Create Item

Create New User

Find Container

New Customer

New Expense

New Item

Create Estimate

Create Item

Find Invoice

About OneDesk

Related categories

About Zoho Books

Related categories