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Zoho Desk Integrations

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Authorization Process With Zoho Desk

To integrate with Zoho Desk follow, the below steps.

Process of Authorization and Integration

  1. Search & Select Zoho Desk from the actions pages
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  1. Integration Name: Set the proper integration name Default it’s taken “Zoho Desk”.
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  1. Select a data center from the dropdown. Then click on the Zoho API Console. Navigate to API Console-Get Started-> Server-based Applications.
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  1. Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click CREATE button
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  1. A Client ID and a Client Secret will be generated. Then go to the Client Secret tab
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  1. Then copy the Client ID and Client Secret and paste it to the Bit Integrations integration page. Then click on the Authorize button (wait for a few seconds). After the successful authorization click on the Next button
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  1. Select the required Portal and Department from the dropdown
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  1. When you fill-up the Portal and Department from the dropdown.You will find the Map Field option.You have to Map all the mandatory Desk fields to the corresponding fields in your form/Task. At last select the requires Ticket Owner from the Actions.
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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 actions
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  1. Product Name: You can product-wise assign ticket in Zoho Desk. For this, you have to select the Product Name from the actions.
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  1. Attachments: To send an attachment to the Zoho Desk you have to select the required file upload field from actions.
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Save Integration

  1. After clicking on Finish & Save, the Zoho Desk integration is ready.
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  1. We have an option in every integration “Timeline,” where you can check integration success or error status.
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