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Zoho Desk Integrations

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Bit Form Integration With Zoho Desk

With the Zoho Desk integration with WordPress form builder, you can automatically create tickets in Zoho Desk. You can easily integrate without any coding. This Documentation goes through the configuration process.

Authorization Settings

First, you have to log in to your WordPress dashboard. Then click on Bit form from the left sidebar. Select an existing form that you want to integrate with Zoho Desk if you don’t have any form please create a new form. Please follow the screenshots below:

create_form

Then click on the Settings menu from the top navigation bar. Navigate to Settings->Integrations->Click on (+) ->Select Zoho Desk. Please follow the screenshots below:

Homepage
Form-to-Zoho-Desk-integration-select

Select a data center from the dropdown. Then click on the Zoho API Console. Navigate to API Console->Get Started->Server-based Applications. Please follow the screenshots below

Bit-Form-to-Zoho-Desk-api-console
GetStarted
api-console-server-based

Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.

Client-Details

A Client ID and a Client Secret will be generated. Then go to the Client Secret tab.

Bit-Form-to-Zoho-Desk-client-secret

Then copy the Client ID and Client Secret and paste them to the Bit Form integration page. Then click on the Authorize button (wait for a few seconds). After the successful authorization click on the Next button

Form-to-Zoho-Desk-integration-homepage
Bit-Form-to-Zoho-Desk-accept
Bit-Form-to-Zoho-Desk-authorizations

Integration Settings

Select the required Portal and Department from the dropdown. Map all the mandatory Desk fields to the corresponding fields in your form. At last select the required Ticket Owner from the actions.

To map more form fields to Desk fields, click on the (+). The form fields that are relevant to the selected field would be listed in the drop-down under Bit Forms.

Actions

  1. Ticket Owner: Ticket Owner is mandatory in Zoho Desk. You have to select the Ticket Owner from the actions

2. Product Name: You can product-wise assign tickets in Zoho Desk. For this, you have to select the Product Name from the actions.

3. Attachment: To send an attachment to the Zoho Desk you have to select the required file upload field from actions.

Select the necessary Actions to be performed on integration and then click on the Save button to save your settings.

In the end, create a Workflow for triggering the integration. Select the integration that you created before.

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