Integrate Zoho Desk with Zoho Checkout

Send information between Zoho Desk and Zoho Checkout automatically, without writing any code, using Zoho Flow.

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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.
Use this flow
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Create tickets in Zoho Desk for new refunds in Zoho Checkout

Zoho Checkout + Zoho Desk

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Supported triggers and actions

Integrate Zoho Desk and Zoho Checkout using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Call created

Triggers when a new call is created in the selected portal

Ticket comment added

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

Ticket updated

Triggers when the details of the selected ticket is updated

Ticket comment updated

Triggers when the selected ticket comment is updated

Contact created

Triggers when a new contact is created in the selected portal

Article created

Triggers when a new article is created

Event updated

Triggers when the details of an event is updated

Ticket approval added

Triggers when a new ticket approval is added

Account created

Triggers when a new account is created in the selected portal

Agent updated

Triggers when the details of an agent is updated in the selected portal

Article updated

Triggers when an existing article is updated

Ticket created

Triggers when a new ticket is created in the selected portal

Ticket approval updated

Triggers when the details of an existing ticket approval are updated

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.

Product created

Triggers when a new product is created

Task created

Triggers when a new task is created in the selected portal

Ticket thread added

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

Contact updated

Triggers when the details of a contact is updated in the selected portal

Time entry created

Triggers when a new time entry is created in the selected task

Ticket moved

Triggers when a ticket is moved to a different team or department

Call updated

Triggers when the details of a call is updated in the selected portal

Agent availability updated

Triggers when the availability of an agent is updated

Ticket created or updated

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

Event created

Triggers when a new event is created in the selected portal

Task updated

Triggers when the details of a task is updated in the selected portal

Time entry updated

Triggers when a time entry is updated in the selected task

Account updated

Triggers when the details of the selected account is updated

Agent created

Triggers when a new agent is created in the selected portal

Refund made

Triggers when a new refund is made

Customer payment received

Triggers when a new customer payment is received

All Actions - Actions are the automated tasks

Add task time entry

Adds time entry for an existing task

Remove tag

Removes a tag from the specified ticket

Create product

Creates a new product in the selected organization

Create account

Creates a new account in the selected organization

Create topic comment

Creates a comment for the specified topic

Create contact comment

Creates a comment in the selected contact

Create agent

Creates a new agent in the selected organization

Create task comment

Creates a new comment in the specified task

Create article

Creates a new article

Request approval for ticket

Requests an approval for an existing ticket from the specified approver

Add user to group

Adds the specified users to an existing group

Create ticket

Creates a new ticket in the selected organization

Add ticket time entry

Adds time entry for an existing ticket

Create contract

Creates a new contract for the selected account

Add tag

Adds a tag to the specified ticket

Create contact

Creates a new contact in the selected organization

Create call

Creates a new call in the selected organization

Send email reply

Sends a reply for the specified ticket created in the email channel

Create event

Creates a new event in the selected organization

Create ticket comment

Creates a comment in the selected ticket

Create topic

Creates a new topic

Create task

Creates a new task in the selected department

Update call

Updates the details of the specified call

Edit ticket time entry

Edits the time entry of an existing ticket

Update agent

Updates the details of an existing agent

Update product

Updates the details of the selected product

Update ticket

Updates the details of an existing ticket

Update account

Updates the selected account

Update task

Updates the details of an existing task

Move ticket

Moves the specified ticket to the selected department

Remove user from group

Removes the specified users from an existing group

Update article

Updates the details of an existing article

Update KB user status

Updates the status of an existing KB user

Update topic

Updates the details of an existing topic

Update call timer

Updates the timer of an existing call

Mark or Unmark ticket as spam

Marks or unmarks the specified ticket as spam

Update agent availability

Updates the availability status of an existing agent

Update contact

Updates the selected contact

Update contact comment

Updates the specified comment in the selected contact

Update ticket comment

Updates the comment for the specified ticket

Update contract

Updates the details of an existing contract

Close ticket

Closes the specified tickets

Invite contact to the help center

Invites the specified contacts to help center

Update ticket timer

Updates the timer of an existing ticket

Update task timer

Updates the timer of an existing task

Send custom channel reply

Sends reply for a ticket via the selected channel

Fetch article

Fetches the details of an existing article

Fetch ticket tags

Fetches ticket tags using ticket ID

Fetch contract

Fetches the details of an existing contract

Fetch contact

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

Fetch product

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

Fetch event

Fetches the details of an event based on the selected field

Fetch ticket time entry

Fetches the time entry of an existing ticket

Fetch customer happiness

Fetches the happiness feedback of an existing customer

Fetch account

Fetches an existing account by name or ID

Fetch task

Fetches the details of an existing task by ID

Fetch agent

Fetches the details of an existing agent by ID or email

Fetch KB user

Fetches the details of an existing KB user

Fetch ticket

Fetches the details of an existing ticket

Fetch call

Fetches the details of a call based on the selected field

Fetch ticket thread

Fetches ticket thread by its unique ID

Trash contact

Moves selected contact to the recycle bin

Trash ticket

Moves selected ticket to the recycle bin

Trash account

Moves selected account to the recycle bin

Refund payment

Make a refund for the specified payment

Fetch payment

Fetches the details of an existing payment by its ID

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.

What is Zoho Checkout?

Zoho Checkout lets you collect recurring as well as one-off online payments via custom branded payment pages.

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.

Learn more >

Custom functions

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

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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