Zoho Desk and Salesflare
How to connect Zoho Desk
- Via Zapier — 23 operations available. Set it up ↗
- Via Make — 10 modules available. Set it up ↗
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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