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Maestro Automate user guide

Zoho Desk

Look up the Zoho Desk connector: its actions and events in alphabetical order, and the sign-in methods of a Zoho Desk connection.

The Zoho Desk connector lets a workflow create, update, and search tickets, and search contacts and accounts. In the Add node panel, it's in the Connector category, under Zoho Desk. How connector nodes work describes how a connector node is set up.

This page lists what the connector can do in Maestro Automate. Select an action or event to see how to configure it.

Actions​

Each action is a node that does one thing in Zoho Desk.

ActionWhat it does
Add Ticket AttachmentAttach a file to a ticket in Zoho Desk.
Create TicketCreate a new ticket in Zoho Desk.
Delete RecordDeletes a record in Zoho Desk.
Get RecordRetrieves a record in Zoho Desk.
Insert RecordInsert a new record in Zoho Desk.
List RecordsList records in Zoho Desk.
Search AccountsSearch for accounts by account name in Zoho Desk.
Search AgentsSearch agents by email.
Search ContactsSearch for contacts using email or account name in Zoho Desk.
Search DepartmentsSearch for departments using a specified search term in Zoho Desk.
Search ProductsSearch for products using product code in Zoho Desk.
Search TicketsSearch for tickets using a query in Zoho Desk.
Search Tickets by Ticket NumberRetrieve details of tickets using their ticket number in Zoho Desk.
Update RecordUpdates a record in Zoho Desk.
Update TicketUpdate existing tickets in Zoho Desk.

Events​

Each event can start a workflow, as a Connector trigger, or pause a run until it happens, as a Connector event. In the connector's list, events have the WAIT tag.

EventWhat it does
Record CreatedTriggers when a new record is created.
Record UpdatedTriggers when an existing record is updated.
Ticket ClosedTrigger an action when a ticket is closed in Zoho Desk.
Ticket CreatedTrigger actions when a ticket is created in Zoho Desk.
Ticket UpdatedTrigger actions when a ticket is updated in Zoho Desk.

Connection​

A Zoho Desk node signs in through a connection. Create a connection describes how to create one from the node. On the Connect to page, choose one of these sign-in methods:

Sign-in methodWhat you need
OAuth 2.0 Authorization codeEnvironment and Scope.
Bring your own OAuth 2.0 appClient ID, Client secret, Environment, Scope.

Zoho Desk authentication in the Integration Service guide describes the full connection setup, including prerequisites and advanced settings.

Next steps​

  • Actions​
  • Events​
  • Connection​
  • Next steps​

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