Integrate ServiceDesk Plus Cloud with Zoho CRM
Send information between ServiceDesk Plus Cloud and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ServiceDesk Plus Cloud and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Request created in template
Triggers when a new request is created in the selected template
Notification sent
Triggers when a user sends a notification
Milestone created
Triggers when a new milestone is created
Request task updated
Triggers when the details of an existing request task are updated
Project created
Triggers when a new project is created
Note created
Triggers when a new note is created
Milestone updated
Triggers when a milestone is updated
Request approved
Triggers when an existing request is approved
Request task worklog created
Triggers when a request task worklog is created
Project created in template
Triggers when a new project is created in selected template
Project updated
Triggers when a project is updated
Project task updated
Triggers when an existing task is updated
Task closed
Triggers when a task is closed
Problem created
Triggers when a new problem is created in a template
Milestone comment added
Triggers when a new comment is added in milestone
Request task created
Triggers when a new request task is created
Change status updated
Triggers when the status of an existing change is updated
Request created
Triggers when a new request is created
Project comment added
Triggers when a new project comment is added
Request worklog created
Triggers when a new request worklog is created
Asset created
Triggers when a new asset is created
Project task created
Trigger when a new task is created in project
Project member added
Triggers when a new member is added in project
Project task worklog created
Triggers when a new project task worklog is created
Request updated in template
Triggers when an existing request is updated in the selected template
Change updated
Triggers when a change is updated
Project task comment added
Triggers when a new project task comment is added
Requester created
Triggers when a new requester is created
Project updated in template
Triggers when a project is updated under selected template
Change created
Triggers when a new change is created
Request updated
Triggers when the details of an existing request are updated
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
Updated deal
Triggers when an existing deal is updated
All Actions - Actions are the automated tasks
Create request
Creates a new request
Create change
Creates a new change
Create technician
Creates a new technician
Create problem
Creates a new problem
Create request note
Creates a note for the selected request
Associate request with problem
Associates a request with a specific problem
Add comment
Adds a new comment to a project, milestone, or to tasks under a project or milestone
Create milestone
Creates a new milestone
Send Notification
Sends a request notification
Create request task
Creates a new request task
Add solution
Adds a new solution
Create requester
Creates a new requester
Create project task worklog
Creates a new project task worklog
Create request worklog
Creates a new request worklog
Create project
Creates a new project
Add project member
Add a new project member
Create request task worklog
Creates a new request task worklog
Add milestone comment
Adds a new milestone comment
Create milestone task worklog
Creates a new milestone task worklog
Create project task
Creates a new task in a project
Update technician
Updates the details of an existing technician
Update request
Updates the details of an existing request
Update change
Updates the details of an existing change
Update problem
Updates the details of an existing problem
Update milestone
Updates the details of an existing milestone
Update requester
Updates the details of an existing requester based on ID
Update project
Updates the details of an existing project
Update project task
Updates the details of an existing project task
Fetch request by internal ID
Fetches the details of a request based on internal ID
Fetch problem attribute ID
Fetches the selected problem's attribute ID by name
Fetch requester
Fetches the details of an existing requester by email address
Fetch change UDF attributes
Fetches a change's UDF attributes by name
Fetch milestone
Fetches the details of an existing milestone by ID
Fetch problem
Fetches the details of an existing problem by ID
Fetch solution topic
Fetches a solution topic by its name
Fetch change attribute
Fetches the details of an existing change attribute by name
Fetch request UDF attributes
Fetches a request UDF attribute by its name
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
Find a request attribute
Fetches a request attribute by its name
Fetch request - By ID
Fetches the details of an existing request by ID
Fetch project task
Fetches the details of an existing project task by ID
Update related module entry
Relates an entry in this module with an entry in another module
Draft email
Drafts an email for the selected record
Enroll cadence
Enrolls an existing record to a cadence
Un-enroll cadence
Un-enrolles a record from the cadence
Convert lead to contact
Converts a lead to a contact
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Add note
Adds a note to the selected module
Raise signal
Raises a signal to Zoho CRM
Send email template
Sends an email to the specified users
Add user
Adds a new user
Update module entry
Updates the specified module entry
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Add tags
Adds tags to the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Remove tags
Removes tags from the specified record
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Fetch account
Fetches an account by its name or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch user
Fetches the details of an existing user by name or email address
Clone module entry
Clones an existing module entry
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch inventory template
Fetches an inventory template using ID
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
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.
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What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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