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Popular Zoho Desk workflows

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Create Zoho Desk tickets for new or low score Wootric response

Every time a response with a low score is received in Wootric, this flow automatically creates a ticket in Zoho Desk. This way, your team can immediately follow up every time you receive negative feedback.

How it works

1. A new response is received in Zoho Desk.

2. Zoho Flow executes the following tasks automatically:

a. Checks if the score of the response is below the specified threshold.

b. If (a) is true, fetches the corresponding contact from Zoho Desk.

c. Creates a ticket in Zoho Desk.

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Create Zoho Desk tickets for new or low score Wootric response

Wootric + Zoho Desk

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Create tickets in Zoho Desk for new refunds in Zoho Checkout

Automatically create a ticket in your help desk every time you pay a refund. This flow creates a ticket in Zoho Desk whenever you process a refund via Zoho Checkout.

How it works

1) A new refund is received in Zoho Checkout.

2) Zoho Flow creates a ticket in Zoho Desk.

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Create tickets in Zoho Desk for new refunds in Zoho Checkout

Zoho Checkout + Zoho Desk

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Receive ClickSend SMS messages for new tickets in Zoho Desk

Each time a new ticket is created in Zoho Desk, this flow sends you an SMS via ClickSend helping you attend to new requests much faster.

How it works

1. A ticket is submitted in Zoho Desk.

2. Zoho Flow sends the ticket details in an SMS via ClickSend.

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Receive ClickSend SMS messages for new tickets in Zoho Desk

Zoho Desk + ClickSend

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Create GitHub issues for new tickets in Zoho Desk

Use this flow to escalate support tickets to your tech team automatically. As soon as a new ticket is created in Zoho Desk, the flow automatically creates a new issue in GitHub.

How it works

1. A new ticket is submitted to Zoho Desk.

2. Zoho Flow creates a corresponding issue in GitHub.

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Create GitHub issues for new tickets in Zoho Desk

Zoho Desk + GitHub

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Send emails via Gmail for new Zoho Desk tickets

This flow saves the time that you spend switching between the two apps to communicate about support tickets. Once set up, the flow sends you or your teammates a Gmail message for each new ticket submitted on Zoho Desk.

How it works

1. A new ticket is created in Zoho Desk.

2. Zoho Flow sends you an email via Gmail.

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Send emails via Gmail for new Zoho Desk tickets

Zoho Desk + Gmail for G Suite

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Create new Zoho Desk tickets for Google Calendar events

This flow is especially useful if you have a bunch of customer calls lined up. All you need to do is add your calls as events in Google Calendar and a ticket for the same calls are automatically created in Zoho Desk, ensuring that you never miss one. There's also the advantage of tracking customer interactions in one place for future reference.

How it works

1. A new event is created in Google Calendar.

2. Zoho Flow automatically creates a new Zoho Desk ticket using the event details.

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Create new Zoho Desk tickets for Google Calendar events

Google Calendar + Zoho Desk

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Create Gro CRM contacts from new contacts in Zoho Desk

There are going to be occasions where customer interactions will happen on both support and sales channels. Sometimes even with the same customer. This flow creates a Gro CRM contact automatically, every time a new contact is created in Zoho Desk.

How it works

1. A contact is created in Zoho Desk.

2. Zoho Flow automatically creates a Gro CRM contact with the details of the new Desk contact.

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Create Gro CRM contacts from new contacts in Zoho Desk

Zoho Desk + Gro CRM

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Create MailChimp subscribers for new Zoho Desk tickets

Identified a new customer through your help desk? Using Zoho Flow, you can now add them to your mailing list automatically. This flow creates a new subscriber in MailChimp each time a ticket is created in Zoho Desk.

How it works

1. A new ticket is created in Zoho Desk.

2. Zoho Flow creates a corresponding subscriber in MailChimp.

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Create MailChimp subscribers for new Zoho Desk tickets

Zoho Desk + Mailchimp

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Updated task from Zoho Desk to ProdPad as Ideas

When you want to get messages from your help desk to your product management application, all you have to do is tag them. This flow pushes new tagged messages on Zoho Desk to Prodpad as ideas/feedback.

How it works

1. A message is updated in Zoho Desk.

2. Zoho Flow automatically adds the message as an idea/feedback in ProdPad.

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Updated task from Zoho Desk to ProdPad as Ideas

Zoho Desk + ProdPad

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Send Slack channel notifications when Zoho Desk ticket is updated

Tracking support tickets can be tricky; you never know when they will escalate, close or open. This Zoho Desk - Slack Flow can make that easier for your team. Every time a ticket is updated in Zoho Desk, Zoho Flow sends a channel notification via Slack.

How it works

1. A ticket is updated in Zoho Desk.

2. Zoho Flow sends the team a channel message via Slack.

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Send Slack channel notifications when Zoho Desk ticket is updated

Zoho Desk + Slack

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Submit bugs in Zoho Projects for new Zoho Desk tickets

Every time a ticket is created in Zoho Desk, the flow automatically submits an issue for it in Zoho Projects. Save the time and effort spent on coordinating activities between teams.

How it works

1. A ticket is created in Zoho Desk.

2. Zoho Flow submits an issue in Zoho Projects.

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Submit bugs in Zoho Projects for new Zoho Desk tickets

Zoho Desk + Zoho Projects

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Submit bugs in Zoho Sprints from new tickets in Zoho Desk

This flow submits a new bug in Zoho Sprints each time a ticket is received in Zoho Desk. Bring important tickets to your team's attention and get them resolved faster.

How it works

1. A new ticket is received in Zoho Desk.

2. Zoho Flow submits a bug in Zoho Sprints.

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Submit bugs in Zoho Sprints from new tickets in Zoho Desk

Zoho Desk + Zoho Sprints

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Build your own Zoho Desk integrations

Connect Zoho Desk with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Zoho Desk workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Ticket comment updated

Triggers when the selected ticket comment is updated

Ticket updated

Triggers when the details of the selected ticket is updated

Ticket comment added

Triggers when a new ticket comment is added in the selected portal

Call created

Triggers when a new call is created in the selected portal

Ticket approval updated

Triggers when the details of an existing ticket approval are updated

Ticket created

Triggers when a new ticket is created in the selected portal

Article updated

Triggers when an existing article is updated

Agent updated

Triggers when the details of an agent is updated in the selected portal

Account created

Triggers when a new account is created in the selected portal

Ticket approval added

Triggers when a new ticket approval is added

Ticket moved

Triggers when a ticket is moved to a different team or department

Time entry created

Triggers when a new time entry is created in the selected task

Contact updated

Triggers when the details of a contact is updated in the selected portal

Ticket thread added

Triggers when a new ticket thread is added in the selected portal

Task created

Triggers when a new task is created in the selected portal

Product created

Triggers when a new product is created

Ticket status updated

Triggers when a ticket status is changed to selected status. If status is not selected, the flow will trigger for all status changes.

Agent created

Triggers when a new agent is created in the selected portal

Account updated

Triggers when the details of the selected account is updated

Time entry updated

Triggers when a time entry is updated in the selected task

Task updated

Triggers when the details of a task is updated in the selected portal

Event created

Triggers when a new event is created in the selected portal

Ticket created or updated

Triggers when a new ticket is created or if the details of an existing ticket are updated

Agent availability updated

Triggers when the availability of an agent is updated

Call updated

Triggers when the details of a call is updated in the selected portal

Event updated

Triggers when the details of an event is updated

Article created

Triggers when a new article is created

Contact created

Triggers when a new contact is created in the selected portal

All Actions - Actions are the automated tasks

Add task time entry

Adds time entry for an existing task

Create ticket

Creates a new ticket in the selected organization

Add user to group

Adds the specified users to an existing group

Request approval for ticket

Requests an approval for an existing ticket from the specified approver

Create article

Creates a new article

Create task comment

Creates a new comment in the specified task

Create agent

Creates a new agent in the selected organization

Create contact comment

Creates a comment in the selected contact

Create topic comment

Creates a comment for the specified topic

Create ticket comment

Creates a comment in the selected ticket

Create event

Creates a new event in the selected organization

Send email reply

Sends a reply for the specified ticket created in the email channel

Create call

Creates a new call in the selected organization

Create contact

Creates a new contact in the selected organization

Add tag

Adds a tag to the specified ticket

Create contract

Creates a new contract for the selected account

Add ticket time entry

Adds time entry for an existing ticket

Create task

Creates a new task in the selected department

Create topic

Creates a new topic

Create account

Creates a new account in the selected organization

Create product

Creates a new product in the selected organization

Remove tag

Removes a tag from the specified ticket

Update account

Updates the selected account

Update ticket

Updates the details of an existing ticket

Update product

Updates the details of the selected product

Update contact comment

Updates the specified comment in the selected contact

Update contact

Updates the selected contact

Update agent availability

Updates the availability status of an existing agent

Send custom channel reply

Sends reply for a ticket via the selected channel

Update task timer

Updates the timer of an existing task

Update agent

Updates the details of an existing agent

Edit ticket time entry

Edits the time entry of an existing ticket

Update call

Updates the details of the specified call

Mark or Unmark ticket as spam

Marks or unmarks the specified ticket as spam

Update call timer

Updates the timer of an existing call

Update topic

Updates the details of an existing topic

Update KB user status

Updates the status of an existing KB user

Update article

Updates the details of an existing article

Remove user from group

Removes the specified users from an existing group

Move ticket

Moves the specified ticket to the selected department

Update task

Updates the details of an existing task

Update ticket timer

Updates the timer of an existing ticket

Invite contact to the help center

Invites the specified contacts to help center

Close ticket

Closes the specified tickets

Update contract

Updates the details of an existing contract

Update ticket comment

Updates the comment for the specified ticket

Fetch contract

Fetches the details of an existing contract

Fetch ticket tags

Fetches ticket tags using ticket ID

Fetch article

Fetches the details of an existing article

Fetch account

Fetches an existing account by name or ID

Fetch ticket thread

Fetches ticket thread by its unique ID

Fetch call

Fetches the details of a call based on the selected field

Fetch ticket

Fetches the details of an existing ticket

Fetch KB user

Fetches the details of an existing KB user

Fetch agent

Fetches the details of an existing agent by ID or email

Fetch task

Fetches the details of an existing task by ID

Fetch customer happiness

Fetches the happiness feedback of an existing customer

Fetch ticket time entry

Fetches the time entry of an existing ticket

Fetch event

Fetches the details of an event based on the selected field

Fetch product

Fetches the details of an existing product by unique ID or name

Fetch contact

Fetches a contact by email address, unique ID, or contact name

Trash account

Moves selected account to the recycle bin

Trash ticket

Moves selected ticket to the recycle bin

Trash contact

Moves selected contact to the recycle bin

What is Zoho Desk?

Zoho Desk is context-aware help desk software for managing customer support activities. You can assign, track, and set up alerts on help desk tickets easily.

Categories : Helpdesk Customer Support Zoho Popular

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Network with us

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services