Zapier lets you to connect apps you use every day to automate tasks and save time. Zapier can tell an app to perform a particular action when an event happens in another app. Using Zapier for Zoho Desk, you can instantly connect your help desk with 2,000+ apps without coding or relying on developers to build integrations. For example, if you are using Google Forms to submit tickets, you can create a ticket for every new form response.
Key Features:
Create Zaps that combine triggers and actions to complete an action in one app when a trigger occurs in another app.
Use multistep Zaps that perform several actions all tied together in a string of triggers and actions.
Streamline and automate your workflows by copying and moving data between Zoho Desk and other online applications.
Try premade Zoho Desk integrations (see Zap Templates) to learn more about how Zoho Desk works with Zapier.
In Zoho CRM we have a module to upload support plan contracts from our clients. We thought of Zapier so that it can later create a contract within Zoho Desk. I don't see that option nor a way to add Custom Tasks. A shame.
Not operative from marketplace.zoho.com. You will NOT get listed as an INSTALLED EXTENSION when complete Activate process. You must go to ZohoDesk / Setup / Marketplace / Others and activate it there.
Hi Micheal, thank you for your message! I already DO get working what I need, not as an Installed Extension, but going vía ZohoDesk Setup / Marketplace / Others / Zapier AND SELECTING "ZAP TEMPLATES" as needed. Thanks again!
We couldn't recreate the same while trying in our portals. Could you care to help us with a screen recording for further scrutiny? You could email us the details at support@zohodesk.com.
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Hello,
I would recommend you to try Zapier for Zoho Desk. It would add a lot more value to your Desk account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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Regards - Ash | Zoho Desk