Integrate Zoho Desk with Upsales
Send information between Zoho Desk and Upsales automatically, without writing any code, using Zoho Flow.
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Create a new contact is in Upsales each time a new contact is created in Zoho Desk
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in Upsales whenever a new contact is added in Zoho Desk.
How it works
- The flow triggers when a new contact is created in the selected portal in Zoho Desk.
- Zoho Flow creates a new contact in Upsales.
Create a new contact is in Upsales each time a new contact is created in Zoho Desk
Zoho Desk + Upsales
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Supported triggers and actions
Integrate Zoho Desk and Upsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Agent created
Triggers when a new agent is created in the selected portal
Agent updated
Triggers when the details of an agent is updated in the selected portal
Agent availability updated
Triggers when the availability of an agent is updated
Ticket comment added
Triggers when a new ticket comment is added 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
Contact created
Triggers when a new contact is created in the selected portal
Ticket approval added
Triggers when a new ticket approval is added
Ticket updated
Triggers when the details of the selected ticket 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.
Call updated
Triggers when the details of a call is updated in the selected portal
Task created
Triggers when a new task is created in the selected portal
Task updated
Triggers when the details of a task is updated in the selected portal
Call created
Triggers when a new call is created in the selected portal
Ticket approval updated
Triggers when the details of an existing ticket approval are updated
Article updated
Triggers when an existing article is updated
Ticket thread added
Triggers when a new ticket thread is added in the selected portal
Time entry created
Triggers when a new time entry is created in the selected task
Product created
Triggers when a new product is created
Event updated
Triggers when the details of an event is updated
Ticket comment updated
Triggers when the selected ticket comment is updated
Ticket created
Triggers when a new ticket is created in the selected portal
Article created
Triggers when a new article is created
Account created
Triggers when a new account is created in the selected portal
Contact updated
Triggers when the details of a contact is updated in the selected portal
Ticket moved
Triggers when a ticket is moved to a different team or department
Ticket created or updated
Triggers when a new ticket is created or the details of an existing ticket are updated
Event created
Triggers when a new event is created in the selected portal
Contact created
Triggers when a new contact is created
Appointment created
Triggers when a new appointment is created
Opportunity created
Triggers when a new opportunity is created
Order created
Triggers when a new order is created
Company created
Triggers when a new company is created
User created
Triggers when a new user is created
Activity created
Triggers when a new activity is created
Event created
Triggers when a new event is created
Product created
Triggers when a new product is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact in the selected organization
Create task
Creates a new task in the selected department
Add task time entry
Adds time entry for an existing task
Create account
Creates a new account in the selected organization
Create contract
Creates a new contract for the selected account
Create ticket comment
Creates a comment in the selected ticket
Create contact comment
Creates a comment in the selected contact
Create task comment
Creates a new comment in the specified task
Add ticket time entry
Adds time entry for an existing ticket
Send email reply
Sends a reply for the specified ticket created in the email channel
Create custom module record
Creates a new custom module record
Create ticket
Creates a new ticket in the selected organization
Create topic comment
Creates a comment for the specified topic
Create topic
Creates a new topic
Create event
Creates a new event in the selected organization
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 agent
Creates a new agent in the selected organization
Add tag
Adds a tag to the specified ticket
Create call
Creates a new call in the selected organization
Create product
Creates a new product in the selected organization
Remove tag
Removes a tag from the specified ticket
Mark or Unmark ticket as spam
Marks or unmarks the specified ticket as spam
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 contact comment
Updates the specified comment in the selected contact
Update agent availability
Updates the availability status of an existing agent
Update call timer
Updates the timer of an existing call
Update task timer
Updates the timer of an existing task
Update article
Updates the details of an existing article
Update agent
Updates the details of an existing agent
Update ticket
Updates the details of an existing ticket
Update contact
Updates the selected contact
Update ticket comment
Updates the comment for the specified ticket
Update call
Updates the details of the specified call
Update product
Updates the details of the selected product
Update account
Updates the selected account
Move ticket
Moves the specified ticket to the selected department
Update contract
Updates the details of an existing contract
Update ticket timer
Updates the timer of an existing ticket
Send custom channel reply
Sends reply for a ticket via the selected channel
Update topic
Updates the details of an existing topic
Remove user from group
Removes the specified users from an existing group
Edit ticket time entry
Edits the time entry of an existing ticket
Update task
Updates the details of an existing task
Invite contact to the help center
Invites the specified contacts to help center
Close ticket
Closes the specified tickets
Update custom module record
Updates the details of an existing custom module record
Fetch account
Fetches an existing account by name or ID
Fetch product
Fetches the details of an existing product by unique ID or name
Fetch contract
Fetches the details of an existing contract
Fetch ticket thread
Fetches an existing ticket thread by unique ID
Fetch KB user
Fetches the details of an existing KB user
Fetch ticket time entry
Fetches the time entry of an existing ticket
Fetch article
Fetches the details of an existing article
Fetch ticket
Fetches the details of an existing ticket
Fetch custom module record
Fetches the details of an existing custom module record
Fetch contact
Fetches a contact by email address, unique ID, or contact name
Fetch customer happiness
Fetches the happiness feedback of an existing customer
Fetch agent
Fetches the details of an existing agent by ID or email
Fetch call
Fetches the details of a call based on the selected field
Fetch event
Fetches the details of an event based on the selected field
Fetch ticket tags
Fetches ticket tags using ticket ID
Fetch task
Fetches the details of an existing task by ID
Trash ticket
Moves selected ticket to the recycle bin
Trash account
Moves selected account to the recycle bin
Trash contact
Moves selected contact to the recycle bin
Create activity
Creates a new activity
Create contact
Creates a new contact
Create order
Creates a new order
Create company
Creates a new company
Create product
Creates a new product
Create appointment
Creates a new appointment
What is Upsales?
Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.
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