Integrate Zoho Desk with Zoho Projects
Send information between Zoho Desk and Zoho Projects automatically, without writing any code, using Zoho Flow.
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Add new tasks to your Zoho Projects for new tickets generated in Zoho Desk
Create tasks for your tickets to guarantee timely resolution of customer queries. This flow will create a task in Zoho Projects for new tickets created in Zoho Desk.
How it works
- The flow triggers when a new ticket is created or if the details of an existing ticket are updated in Zoho Desk.
- Zoho Flow creates a new task in Zoho Projects.
Add new tasks to your Zoho Projects for new tickets generated in Zoho Desk
Zoho Desk + Zoho Projects
Initiate an event in Zoho Projects when a task is created in Zoho Desk
Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Zoho Projects when a task is created Zoho Desk.
How it works
- The flow triggers when a new task is created in the selected portal in Zoho Desk.
- Zoho Flow creates a new event in Zoho Projects.
Initiate an event in Zoho Projects when a task is created in Zoho Desk
Zoho Desk + Zoho Projects
Build your own integrations between Zoho Desk and Zoho Projects
Connect Zoho Desk and Zoho Projects with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho Desk and Zoho Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Event created
Triggers when a new event is created in the selected portal
Ticket thread added
Triggers when a new ticket thread is added in the selected portal
Account created
Triggers when a new account is created in the selected portal
Agent availability updated
Triggers when the availability of an agent is updated
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 created or updated
Triggers when a new ticket is created or the details of an existing ticket are updated
Contact updated
Triggers when the details of a contact is updated in the selected portal
Article created
Triggers when a new article is created
Ticket comment added
Triggers when a new ticket comment is added in the selected portal
Ticket approval added
Triggers when a new ticket approval is added
Event updated
Triggers when the details of an event is updated
Call updated
Triggers when the details of a call is updated in the selected portal
Time entry updated
Triggers when a time entry is updated in the selected task
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
Call created
Triggers when a new call is created in the selected portal
Ticket updated
Triggers when the details of the selected ticket is updated
Agent updated
Triggers when the details of an agent is updated in the selected portal
Account updated
Triggers when the details of the selected account is 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.
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
Task created
Triggers when a new task is created in the selected portal
Contact created
Triggers when a new contact is created in the selected portal
Ticket comment updated
Triggers when the selected ticket comment is updated
Product created
Triggers when a new product is created
Event created
Triggers when a new event is created in the portal
Issue comment added
Triggers when a new comment is added to an issue
Task completed
Triggers when a task is marked as completed in the portal
Issue submitted
Triggers when a new issue is submitted in the portal
Updated task
Triggers when a task is updated in the portal
Task created in layout
Triggers when a new task is created in a specific layout
Task comment added
Triggers when a new comment is added to a task
Milestone updated in project
Triggers when a milestone is updated in a specific project
Task created in project
Triggers when a new task is created in a specific project
Task completed in project
Triggers when a task is marked as completed in a specific project
Milestone completed
Triggers when a milestone is marked as completed in the portal
Task created
Triggers when a new task is created in the portal
Task list completed
Triggers when a task list is completed
Updated task in layout
Triggers when a task is updated in a specific layout
Issue submitted in project
Triggers when a new issue is submitted in a specific project
Milestone updated
Triggers when a milestone is updated in the portal
Project updated
Triggers when a project's details are updated
Issue updated
Triggers when the details of an issue are updated in the portal
Task list created in project
Triggers when new task list is created
Milestone completed in project
Triggers when a milestone is marked as completed in a specific project
Project created
Triggers when a new project is created in the portal
Updated task in project
Triggers when a task is updated in a specific project
Project comment added
Triggers when a new comment is added to a project
Issue updated in project
Triggers when the details of an issue are updated in a specific project
Milestone created
Triggers when a new milestone is created in the portal
Milestone created in project
Triggers when a new milestone is created in a specific project
All Actions - Actions are the automated tasks
Add user to group
Adds the specified users to an existing group
Add ticket time entry
Adds time entry for an existing ticket
Create contact comment
Creates a comment in the selected contact
Add task time entry
Adds time entry for an existing task
Create agent
Creates a new agent in the selected organization
Create task comment
Creates a new comment in the specified task
Create ticket
Creates a new ticket in the selected organization
Create account
Creates a new account in the selected organization
Add tag
Adds a tag to the specified ticket
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
Request approval for ticket
Requests an approval for an existing ticket from the specified approver
Create account comment
Creates a new comment in the selected account
Create article
Creates a new article
Generate ticket reply - Zia
Generates a ticket reply using Zia's generative AI
Create custom module record
Creates a new custom module record
Record email reply
Records an email reply from the contact for the specified ticket created in the email channel
Remove tag
Removes a tag from the specified ticket
Create ticket comment
Creates a comment in the selected ticket
Create task
Creates a new task in the selected department
Create product
Creates a new product in the selected organization
Generate ticket summary - Zia
Generates summary of the ticket using Zia's generative AI
Create contact
Creates a new contact in the selected organization
Create call
Creates a new call in the selected organization
Find ticket tone and sentiment - Zia
Finds a tone and sentiment of the ticket using Zia's generative AI
Add agent to team
Adds the specified agent to the selected team
Extract ticket key topics - Zia
Extracts key topics of the ticket using Zia's generative AI
Create contract
Creates a new contract for the selected account
Create topic
Creates a new topic
Create topic comment
Creates a comment for the specified topic
Close ticket
Closes the specified tickets
Mark or Unmark ticket as spam
Marks or unmarks the specified ticket as spam
Update account
Updates the selected account
Update agent availability
Updates the availability status of an existing agent
Update call
Updates the details of the specified call
Update topic
Updates the details of an existing topic
Update agent
Updates the details of an existing agent
Update task
Updates the details of an existing task
Update article
Updates the details of an existing article
Update custom module record
Updates the details of an existing custom module record
Update call timer
Updates the timer of an existing call
Dissociate accounts to contact
Dissociates the specified account with the specified contact
Remove user from group
Removes the specified users from an existing group
Update task timer
Updates the timer of an existing task
Move ticket
Moves the specified ticket to the selected department
Update ticket
Updates the details of an existing ticket
Edit ticket time entry
Edits the time entry of an existing ticket
Update ticket comment
Updates the comment for the specified ticket
Associate accounts to contact
Associates the specified account with the specified contact
Update KB user status
Updates the status of an existing KB user
Update ticket timer
Updates the timer of an existing ticket
Send custom channel reply
Sends reply for a ticket via the selected channel
Invite contact to the help center
Invites the specified contacts to help center
Update product
Updates the details of the selected product
Update contract
Updates the details of an existing contract
Update contact
Updates the selected contact
Update contact comment
Updates the specified comment in the selected contact
Remove agent from team
Removes the specified agent from the selected team
Fetch call
Fetches the details of a call based on the selected field
Fetch ticket time entry
Fetches the time entry of an existing ticket
Fetch agent
Fetches the details of an existing agent by ID or email
Fetch account
Fetches an existing account by name or ID
Fetch article
Fetches the details of an existing article
Fetch contract
Fetches the details of an existing contract
Fetch ticket thread
Fetches an existing ticket thread by unique ID
Fetch product
Fetches the details of an existing product by unique ID or name
Fetch contact
Fetches a contact by email address, unique ID, or contact name
Fetch custom module record
Fetches the details of an existing custom module record
Fetch KB user
Fetches the details of an existing KB user
Fetch ticket
Fetches the details of an existing ticket
Fetch event
Fetches the details of an event based on the selected field
Fetch ticket tags
Fetches ticket tags using ticket ID
Fetch customer happiness
Fetches the happiness feedback of an existing customer
Fetch task
Fetches the details of an existing task by ID
Trash account
Moves selected account to the recycle bin
Trash contact
Moves selected contact to the recycle bin
Trash ticket
Moves selected ticket to the recycle bin
Create project
Creates a new project in the portal
Add comment in project
Adds a new comment to an existing project
Add client user to company
Adds a new client user to the company
Add client user to project
Adds a new client user to a specific project
Create time log for task
Creates a time log entry for an existing task
Create issue time log
Creates a time log entry for an existing issue
Create milestone
Creates a new milestone in a project
Create issue in layout
Creates a new issue in a project under a specific layout
Create general time log
Creates a general time log entry for the portal
Create task in layout
Creates a new task in a project under a specific layout
Add comment in task
Adds a new comment to an existing task
Add followers to task
Adds the specified users as followers to a task
Create task list
Creates a new task list in a project
Associate client company to a project
Associates an existing client company with a specific project
Create tag
Creates a new tag in the portal
Create customer
Creates a new customer in the portal
Create task
Creates a new task in a project
Add user to portal
Adds a new user to the portal
Create event
Creates a new event in the portal
Add comment in issue
Adds a new comment to an existing issue
Add user to project
Adds a new user to a specific project
Create issue
Creates a new issue in a project
Approve time log
Approves a general time log entry
Update milestone
Updates the details of an existing milestone by ID
Update project
Updates the details of an existing project by ID
Update time log
Updates the details of an existing general time log
Update task
Updates the details of an existing task by ID
Update task time log
Updates the details of an existing task time log
Update issue in layout
Updates the details of an existing issue by ID under a specific layout
Update task list
Updates the details of an existing task list by ID
Approve task timelog
Approves a time log entry for a task
Update customer
Updates the details of an existing customer
Update task in layout
Updates the details of an existing task by ID under a specific layout
Approve issue timelog
Approves a time log entry for an issue
Update issue timelog
Updates the details of an existing issue time log entry
Update issue
Updates the details of an existing issue by ID
Fetch task by search term
Fetches the details of an existing task matching a search term like key or name
Fetch task in project
Fetches the details of an existing task in a specific project
Fetch customer
Fetches the details of an existing customer
Fetch issue in project
Fetches the details of an existing issue in a project
Fetch user in portal
Fetches the details of a user by ID or email in portal
Fetch project by ID
Fetches the details of an existing project by its ID
Fetch project by search term
Fetches the details of an existing project matching a search term like name or key
Fetch milestone by ID
Fetches the details of an existing milestone by its ID
Fetch option
Fetches the available options for a specific field
Fetch CRM deals
Fetches the CRM deals associated with a project
Fetch task list
Fetches the details of an existing task list
Fetch team
Fetches the details of an existing team in the portal
Fetch tag
Fetches the details of an existing tag
Fetch time log
Fetches the details of an existing time log entry by the start end date time, project, owner and billing type
Fetch customer in a project
Fetches the details of all customer associated with a specific project
What is Zoho Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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