Zoho Desk and Salesflare

How to connect Zoho Desk

What you can automate

  • When new Account in Zoho Desk, find or create account in Salesflare.
  • When new Comment in Zoho Desk, create internal note in Salesflare.
  • When new Contact in Zoho Desk, find or create contact in Salesflare.
  • When new Ticket in Zoho Desk, create task in Salesflare.
  • When updated Ticket in Zoho Desk, create task in Salesflare.
  • When new Account in Salesflare, create Account in Zoho Desk.

About Zoho Desk

Zoho Desk is web-based customer service software designed to help you focus more on creating customer happiness every day.

Zoho Desk operations on Zapier

Triggers (10)

Start a workflow when this happens

  • New Account — Triggers when a new account is created.
  • New Agent — Triggers when a new agent is added.
  • New Article — Triggers when a new article is published.
  • New Attachment — Triggers when a new attachment is added to any ticket in the selected organization.
  • New Comment — Triggers when a new comment is added to any ticket in the selected department.
Show 5 more triggers
  • New Contact — Triggers when new contact is created.
  • New Message — Triggers when a new message is added to any ticket in the selected department.
  • New Status Change — Triggers when a status of ticket is changed.
  • New Ticket — Triggers when a new ticket is created.
  • Updated Ticket — Triggers when a ticket is updated.

Actions (10)

Things Salesflare can make it do

  • API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
  • Add Attachment — Add an attachment to a ticket.
  • Add Comment — Add a comment to a ticket.
  • Create Account — Creates a new account.
  • Create Contact — Creates a new contact.
Show 5 more actions
  • Create Ticket — Creates a new ticket for customer requests.
  • Find or Create Contact — Find or Create Contact
  • Send E-Mail Reply — Sends an email reply for the selected ticket.
  • Update Contact — Updates an existing contact.
  • Update Ticket — Updates an existing ticket.

Searches (3)

Look up existing records

  • Find Account — Finds an account from the system.
  • Find Contact — Finds an existing contact by email.
  • Search Ticket — Search Ticket (Request) by Ticket number.

Zoho Desk operations on Make

Actions (8)

Things Salesflare can make it do

  • Add a Comment — Adds a comment to an object based on id for a particular module (tasks, tickets).
  • Close Tickets — Closes one or more tickets by specifying the ticket ID(s) in a list.
  • Create an Object — Creates an object based on a selected module (ex: create an account, create a contact, create a ticket ...).
  • Delete an Object — Deletes a specified object based on id from a selected module (ex: delete an account, delete a contact, delete a ticket ...).
  • Edit Spam Objects — Sets or unsets contacts/tickets as spam by specifying their ids into a list.
Show 3 more actions
  • Get an Object — Returns only one object that has a specified id from a selected module (ex: a task, a ticket, an account ...).
  • Make an API Call — Performs an arbitrary authorized API call.
  • Update an Object — Updates a specific object based on id from a selected data (ex: update an account, update a ticket, update a contact ...).

Searches (2)

Look up existing records

  • List Objects — Returns a list that contains multiple objects from a selected module (multiple accounts, multiple contacts, multiple tickets ...).
  • Search Objects — Returns multiple objects based on a search criteria from a selected module(ex: accounts where account name contains 'Joe', tickets where subject contains 'Hello', contacts where email contains domain '@gmail.com' ...).

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