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.

ITSM ManageEngine Zoho

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.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

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

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Technical Engineer, Master Liveaboards

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