Integrate Salesforce with ServiceDesk Plus Cloud

Send information between Salesforce and ServiceDesk Plus Cloud automatically, without writing any code, using Zoho Flow.

Build your own integrations between Salesforce and ServiceDesk Plus Cloud

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Supported triggers and actions

Integrate Salesforce and ServiceDesk Plus Cloud using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Opportunity updated

Triggers when an opportunity is updated

Lead updated

Triggers when a lead is updated

Module entry added

Triggers when a new entry is added to the selected module

Solution added

Triggers when a new solution is added

Contact updated

Triggers when a contact is updated

Order updated

Triggers when an order is updated

Product added

Triggers when a new product is added

Case created

Triggers when a new case is created

Opportunity added

Triggers when a new opportunity is added

Lead created

Triggers when a new lead is created

Solution updated

Triggers when an solution is updated

Product updated

Triggers when an product is updated

Note updated

Triggers when a note is updated

Task updated

Triggers when a task is updated

Case updated

Triggers when a case is updated

Note created

Triggers when a new note is created

Campaign added

Triggers when a new campaign is added

Account created

Triggers when a new account is created

Event updated

Triggers when an event is updated

Contact created

Triggers when a new contact is created

Module entry updated

Triggers when a record is updated in the selected module

Account updated

Triggers when an account is updated

Order created

Triggers when a new order is created

Task created

Triggers when a new task is created

Event created

Triggers when a new event is created

Campaign updated

Triggers when a new campaign is updated

Project task created

Trigger when a new task is created in project

Request approved

Triggers when an existing request is approved

Project task worklog created

Triggers when a new project task worklog is created

Request created in template

Triggers when a new request is created in the selected template

Project member added

Triggers when a new member is added in project

Release status updated

Triggers when the status of an existing release is updated

Project task updated

Triggers when an existing task is updated

Request updated in template

Triggers when an existing request is updated in the selected template

Change status updated

Triggers when the status of an existing change is updated

Notification sent

Triggers when a user sends a notification

Project task comment added

Triggers when a new project task comment is added

Project updated in template

Triggers when a project is updated under selected template

Request task worklog created

Triggers when a request task worklog is created

Note created

Triggers when a new note is created

Milestone created

Triggers when a new milestone is created

Release updated

Triggers when the details of an existing release are updated

Milestone comment added

Triggers when a new comment is added in milestone

Milestone updated

Triggers when a milestone is updated

Request worklog created

Triggers when a new request worklog is created

Project created

Triggers when a new project is created

Requester created

Triggers when a new requester is created

Release note updated

Triggers when an existing release note is updated

Change created

Triggers when a new change is created

Request task updated

Triggers when the details of an existing request task are updated

Problem created

Triggers when a new problem is created in a template

Request updated

Triggers when the details of an existing request are updated

Change updated

Triggers when a change is updated

Task closed

Triggers when a task is closed

Release task updated

Triggers when a release task details are updated

Release note created

Triggers when a new release note is created

Request task created

Triggers when a new request task is created

Release created

Triggers when a new release is created

Project updated

Triggers when a project is updated

Project created in template

Triggers when a new project is created in selected template

Project comment added

Triggers when a new project comment is added

Request created

Triggers when a new request is created

Release task created

Trigger when a new release task is created

Asset created

Triggers when a new asset is created

All Actions - Actions are the automated tasks

Create note

Creates a new note

Create account

Creates a new account

Create campaign

Creates a new campaign

Create case

Creates a new case

Create opportunity

Creates a new opportunity

Create custom module entry

Creates a new entry in the selected module

Create solution

Creates a new solution

Create contact

Creates a new contact

Create lead

Creates a new lead

Create order

Creates a new order

Create task

Creates a new task

Create product

Creates a new product

Create event

Creates a new event

Update order

Updates the details of an existing order

Update note

Updates the details of an existing note

Update lead

Updates the details of an existing lead

Update custom module entry

Updates the details of entry in the selected module

Update product

Updates the details of an existing product

Update contact

Updates the details of an existing contact

Update opportunity

Updates the details of an existing opportunity

Update account

Updates the details of an existing account

Update case

Updates the details of an existing case

Update campaign

Updates the details of an existing campaign

Update task

Updates the details of an existing task

Update solution

Updates the details of an existing solution

Update event

Updates the details of an existing event

Fetch case

Fetches the details of an existing case by subject or ID

Fetch campaign

Fetches the details of an existing campaign by name or ID

Fetch product

Fetches the details of an existing product by name or ID

Fetch lead

Fetches the details of an existing lead by name or ID

Fetch group

Fetches the details of an existing group by name or ID

Fetch order

Fetches the details of an existing order by number or ID

Fetch contact

Fetches the details of an existing contact by name or email address or ID

Fetch user

Fetches the details of an existing user by email, name or ID

Fetch event

Fetches the details of an existing event by subject or ID

Fetch contract

Fetches the details of an existing contract by number or ID

Fetch asset

Fetches the details of an existing asset by name or ID

Fetch note

Fetches the details of an existing note by title or ID

Fetch company

Fetches the details of an existing D&B company by name or ID

Fetch module entry

Fetches the details of a module record entry based on the specified value

Fetch custom module entry

Fetches the details of an entry in the selected module by name or ID

Fetch solution

Fetches the details of an existing solution by name or ID

Fetch opportunity

Fetches the details of an existing opportunity by name or ID

Fetch account

Fetches the details of an existing account by name or ID

Send Notification

Sends a request notification

Create request

Creates a new request

Create problem

Creates a new problem

Add milestone comment

Adds a new milestone comment

Create release task

Creates a new task in a release

Create release note

Creates a note for the selected release

Associate release with problem

Associates a release with a problem

Associate request with problem

Associates a request with a specific problem

Associate release with change

Associates a release with an existing change

Add solution

Adds a new solution

Create technician

Creates a new technician

Create requester

Creates a new requester

Create request worklog

Creates a new request worklog

Create request task worklog

Creates a new request task worklog

Create release

Creates a new release

Create milestone

Creates a new milestone

Create milestone task worklog

Creates a new milestone task worklog

Create request task

Creates a new request task

Create project task worklog

Creates a new project task worklog

Create change

Creates a new change

Create project task

Creates a new task in a project

Create request note

Creates a note for the selected request

Add comment

Adds a new comment to a project, milestone, or to tasks under a project or milestone

Add project member

Adds a new project member

Create project

Creates a new project

Update request

Updates the details of an existing request

Update release task

Updates the details of an existing release task

Update requester

Updates the details of an existing requester based on ID

Update technician

Updates the details of an existing technician

Update project

Updates the details of an existing project

Update problem

Updates the details of an existing problem

Update project task

Updates the details of an existing project task

Update Release

Updates the details of an existing release

Update milestone

Updates the details of an existing milestone

Update change

Updates the details of an existing change

Fetch release task

Fetches the details of an existing release task by id or title

Fetch project by ID

Fetches the details of an existing project by ID

Fetch technician attributes

Fetches the details of an existing technician attribute by name

Fetch release

Fetches the details of an existing release by its id or display id or title

Find a request attribute

Fetches a request attribute by its name

Fetch problem attribute ID

Fetches the selected problem's attribute ID by name

Fetch project task

Fetches the details of an existing project task by ID

Fetch request by internal ID

Fetches a request using its internal ID

Fetch release attribute

Fetches the details of release attributes by name

Fetch request by ID

Fetches the details of an existing request by ID

Fetch problem

Fetches the details of an existing problem by ID

Fetch change attribute

Fetches the details of an existing change attribute by name

Fetch solution topic

Fetches a solution topic by its name

Fetch requester

Fetches the details of an existing requester by email address

Fetch release UDF attributes

Fetches the user-defined field (UDF) attributes of a release by name

Fetch milestone

Fetches the details of an existing milestone by ID

Fetch change UDF attributes

Fetches the user-defined field (UDF) attributes of a change by name

Fetch request UDF attributes

Fetches a request UDF attribute by its name

What is Salesforce?

Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics.

CRM Popular

What is ServiceDesk Plus Cloud?

ManageEngine ServiceDesk Plus is help desk software with built-in asset and project management. You can track configuration changes, map relationships, and view data graphically to make informed decisions.

ITSM ManageEngine Zoho

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Toto

Technical Engineer, Master Liveaboards

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