Integrate Freshdesk with Bill.com
Freshdesk is a customer support ticketing system that includes a range of ticketing tools such as ticket prioritization, service level agreements, native internal communication between collaborating agents, automated suggestions for ticket solutions and in-depth customer support analytics.
Bill.com is an automated accounts receivable solution that allows you to send recurring invoices to your customers, deliver automatic overdue notices, track the status of invoice payments, and accept flat-rate ACH payments. The platform integrates seamlessly with other business solutions like Sage Intacct, Quickbooks, Zero, and NetSuite to streamline data entry tasks, boost accounting accuracy, and achieve more efficient account reconciliations.
Popular Use Cases
Bring all your Freshdesk data to Amazon Redshift
Load your Freshdesk data to Google BigQuery
ETL all your Freshdesk data to Snowflake
Move your Freshdesk data to MySQL
Bring all your Bill.com data to Amazon Redshift
Load your Bill.com data to Google BigQuery
ETL all your Bill.com data to Snowflake
Move your Bill.com data to MySQL
Integrate Freshdesk With Bill.com Today
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Freshdesk's End Points
Create, view, and/or modify information associated with one of your support agents, including their contact information (name, email, phone number), their permission level and which customer support group they belong to. You can also see if the agent is currently available to take a ticket and how long they have been available for so that you can assign tickets to appropriately.
Retrieve and update information about replies and notes associated with tickets, including the full text of the reply and the IDs of the agents, customer and support ticket associated with the conversation. This will not only allow you to integrate the full content of a support interaction into your customer support analytics but also allow Freshdesk to provide deeper analytics with regards to support agent performance.
See an array of information about a support ticket, including the customer that submitted the ticket, the source they submitted it from, the assigned agent, the content of the support request and the priority that Freshdesk has assigned that ticket. This, along with data about the type of support issue that the ticket is addressing, will allow you to more effectively assign the right members of your support team to the right tickets.
View data about a contact that has created a Freshdesk support ticket. This includes both basic contact information - like their name, email address, and social media ID - and information that will help you to more effectively assign the right agents to meet that contact’s needs, such as their preferred language, their associated tags and what other tickets they have submitted.
Bill.com's End Points
Bill.com Payment Methods
Bill.com allows you to bill and process payments through the most popular methods. The platform supports ACH (Automated Clearing House), which is an electronic payments network that's particularly useful for processing large volumes of payments, particularly B2B payments. It also supports payments from credit cards, debit cards, PayPal, wire transfer, and old-fashioned paper checks so vendors can choose the payment method they prefer.
Bill.com Invoice Management and Invoice Generation
Bill.com's invoice management features allow you to capture invoices through automatic scanning and other import methods. By automatically scanning and coding invoices, matching invoices with purchase orders in Quickbooks is a snap. The platform also provides an online portal through which your suppliers can submit invoices, and allows for the delivery of a repository of AP documents, like POs and invoices. In addition, Bill.com includes a host of customizable invoice templates, tools to preschedule the automatic generation and sending of invoices, and technology that convert your invoices into different formats like PDF.
Bill.com Remote Mobile Access
Access to Bill.com is available remotely from an iPad, laptop, or smartphone with an internet connection. This eliminates the need to carry physical checks or invoices on the go, and it allows you to pay bills from anywhere with the Bill.com app. Finally, Bill.com gives you the ability to create reminders and alerts at specific intervals regarding bills that need your approval.
Bill.com Quickbook Synchronization
With Bill.com's Quickbook synchronization features, you won't have as many data entry tasks and you'll reduce the chances of human error in bookkeeping. Any invoice payments in the Bill.com system will reconcile automatically with your Quickbooks records.
Bill.com Analytics Features
Bill.com offers a variety of analytics features to provide statistics and metrics on your billing and invoices. The platform tracks your invoices according to the due date to identify any overdue payments. You can also keep track of KPIs like erroneous payments and time to process invoices. Bill.com analytics features let you monitor cashflow by looking at incoming and outgoing cash figures.