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Create business workflows for Zoho Desk without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Zoho Desk workflows

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Create Zoho Desk tickets for new JotForm submissions

Online forms are a great way of finding out what your customers need, and this Flow helps you act on their responses more efficiently; whenever a form is submitted in JotForm, it creates a ticket in Zoho Desk.

How it works

1. A new response is submitted in JotForm.

2. Zoho Flow creates a new ticket in Zendesk.

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Create Zoho Desk tickets for new JotForm submissions

JotForm + Zoho Desk

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Create tickets in Zoho Desk for new product reviews in Trustpilot

Create a ticket in your help desk whenever there's a new review of your product. This flow creates a ticket in Zoho Desk for new product reviews in Trustpilot.

How it works

1) A new product review is added to Trustpilot.

2) Zoho Flow creates a ticket in Zoho Desk.

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Create tickets in Zoho Desk for new product reviews in Trustpilot

Trustpilot + Zoho Desk

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Create Zoho Desk tickets for new/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/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 stories in Clubhouse for new tickets in Zoho Desk

Add new tickets in your help desk to your project management app. This flow adds new Zoho Desk tickets as stories for selected projects in Clubhouse.

How it works

1) A ticket is created in Zoho Desk.

2) Zoho Flow creates a story in Clubhouse for the new ticket.

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Create stories in Clubhouse for new tickets in Zoho Desk

Zoho Desk + Shortcut

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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 in 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 message via Gmail for G Suite 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 for G Suite.

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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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Create a ticket's reply as a comment for a ticket in Zoho Desk using OpenAI

Support teams are usually drowning in tickets—why not give them a hand and let AI help customers solve their concerns? This flow will create a ticket response as a comment when a ticket is created in Zoho Desk with the help of OpenAI's create completion.

How it works

1) A ticket is created in Zoho Desk.

2) Zoho Flow will execute the following tasks automatically:

a. Create a completion using OpenAI.

b. Create a ticket comment in Zoho Desk.

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Create a ticket's reply as a comment for a ticket in Zoho Desk using OpenAI

Zoho Desk + OpenAI

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Push tagged messages 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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Push tagged messages 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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Create Targetprocess requests for new tickets in Zoho Desk

This flow creates a new request in Targetprocess each time a ticket is added in Zoho Desk. This way, your team members are automatically informed of new customer requests, and can also keep track of their progress.

How it works

1. A new ticket is added in Zoho Desk.

2. Zoho Flow creates a request in Targetprocess.

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Create Targetprocess requests for new tickets in Zoho Desk

Zoho Desk + Apptio Targetprocess

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Submit bugs in Zoho Sprints from new Zoho Desk tickets

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 Zoho Desk tickets

Zoho Desk + Zoho Sprints

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Submit bugs in Zoho Projects for new Zoho Desk tickets

This flow will save a lot of time for two of your busiest teams: the tech team and the support team. Every time a customer creates a ticket on Zoho Desk, Zoho Flow automatically submits an issue for it in Zoho Projects.

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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Create a contact in Zoho Desk when a deal is accepted in Teamleader

When a deal is made in your customer management app, you might want to add the person involved in the deal to your help desk as a contact for better communication. This flow creates a contact in Zoho Desk whenever a deal is accepted in Teamleader.

How it works

1) A deal is accepted in Teamleader.

2) Zoho Flow creates a contact in Zoho Desk for the deal.

Use this flow

Create a contact in Zoho Desk when a deal is accepted in Teamleader

Teamleader + Zoho Desk

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Ticket created

Triggers when a new ticket is created in the selected portal

Article updated

Triggers when an existing article is updated

Contact created

Triggers when a new contact is created in the selected portal

Ticket updated

Triggers when the details of the selected ticket is updated

Ticket approval added

Triggers when a new ticket approval is added

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

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

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 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

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

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

Task created

Triggers when a new task is created in the selected portal

Product created

Triggers when a new product is created

Agent availability updated

Triggers when the availability of an agent is updated

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

Article created

Triggers when a new article is created

Ticket comment updated

Triggers when the selected ticket comment is updated

Ticket created or updated

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

Ticket comment added

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

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

All Actions - Actions are the automated tasks

Add tag

Adds a tag to the specified ticket

Create contract

Creates a new contract for the selected account

Create contact comment

Creates a comment in the selected contact

Create ticket comment

Creates a comment in the selected ticket

Create topic

Creates a new topic

Create account

Creates a new account in the selected organization

Create call

Creates a new call in the selected organization

Create contact

Creates a new contact in the selected organization

Remove tag

Removes a tag from the specified ticket

Add task time entry

Adds time entry for an existing task

Add ticket time entry

Adds time entry for an existing ticket

Create task

Creates a new task in the selected department

Create product

Creates a new product in the selected organization

Request approval for ticket

Requests an approval for an existing ticket from the specified approver

Create agent

Creates a new agent in the selected organization

Create topic comment

Creates a comment for the specified topic

Create ticket

Creates a new ticket in the selected organization

Add user to group

Adds the specified users to an existing group

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 article

Creates a new article

Create task comment

Creates a new comment in the specified task

Remove user from group

Removes the specified users from an existing group

Move ticket

Moves the specified ticket to the selected department

Edit ticket time entry

Edits the time entry of an existing ticket

Invite contact to the help center

Invites the specified contacts to help center

Close ticket

Closes the specified tickets

Update KB user status

Updates the status of an existing KB user

Update article

Updates the details of an existing article

Update contact comment

Updates the specified comment in the selected contact

Update contact

Updates the selected contact

Update task

Updates the details of an existing task

Update ticket timer

Updates the timer of an existing ticket

Update task timer

Updates the timer of an existing task

Update call timer

Updates the timer of an existing call

Update contract

Updates the details of an existing contract

Update ticket comment

Updates the comment for the specified ticket

Update account

Updates the selected account

Update call

Updates the details of the specified call

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 product

Updates the details of the selected product

Update topic

Updates the details of an existing topic

Update ticket

Updates the details of an existing ticket

Update agent

Updates the details of an existing agent

Fetch agent

Fetches the details of an existing agent by ID or email

Fetch product

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

Fetch KB user

Fetches the details of an existing KB user

Fetch task

Fetches the details of an existing task by ID

Fetch event

Fetches the details of an event based on the selected field

Fetch article

Fetches the details of an existing article

Fetch ticket

Fetches the details of an existing ticket

Fetch ticket time entry

Fetches the time entry of an existing ticket

Fetch ticket tags

Fetches ticket tags using ticket ID

Fetch ticket thread

Fetches ticket thread by its unique ID

Fetch customer happiness

Fetches the happiness feedback of an existing customer

Fetch contract

Fetches the details of an existing contract

Fetch call

Fetches the details of a call based on the selected field

Fetch contact

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

Fetch account

Fetches an existing account by name or ID

Trash ticket

Moves selected ticket to the recycle bin

Trash contact

Moves selected contact to the recycle bin

Trash account

Moves selected account to the recycle bin

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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 Zoho Customer Support Popular

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It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Know more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Know more

Toto

Technical Engineer, Master Liveaboards