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
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Supported triggers and actions
Integrate Zoho Desk and Zoho Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Ticket thread added
Triggers when a new ticket thread is added in the selected portal
Ticket approval updated
Triggers when the details of an existing ticket approval are updated
Task updated
Triggers when the details of a task is updated in the selected portal
Contact created
Triggers when a new contact is created in the selected portal
Ticket approval added
Triggers when a new ticket approval is added
Call created
Triggers when a new call 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
Task created
Triggers when a new task is created in the selected portal
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.
Agent created
Triggers when a new agent is created in the selected portal
Product created
Triggers when a new product is created
Ticket updated
Triggers when the details of the selected ticket are updated
Account updated
Triggers when the details of the selected account is updated
Article updated
Triggers when an existing article is updated
Agent updated
Triggers when the details of an agent is updated in the selected portal
Time entry updated
Triggers when a time entry is updated in the selected task
Ticket comment added
Triggers when a new ticket comment is added in the selected portal
Event created
Triggers when a new event is created in the selected portal
Call updated
Triggers when the details of a call is updated in the selected portal
Agent availability updated
Triggers when the availability of an agent is updated
Ticket created or updated
Triggers when a new ticket is created or the details of an existing ticket are updated
Time entry created
Triggers when a new time entry is created in the selected task
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
Triggers when a new ticket is created in the selected portal
Event updated
Triggers when the details of an event is updated
Ticket comment updated
Triggers when the selected ticket comment is updated
Project updated
Triggers when the details of an existing project are updated
Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
Milestone created in a portal
Triggers when a new milestone is created in the selected portal
Overdue task in project
Triggers when a task in the selected project becomes overdue
Milestone created
Triggers when a new milestone is created
Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
Task created
Triggers when a new task is created in the selected portal
Event created
Triggers when a new event is created
Project comment added
Triggers when a new comment is added in the selected project
Task created in project
Triggers when a new task is created in the selected project
Comment added
Triggers when a new comment is added to the selected task
Task list created
Triggers when a new task list is created
Bug submitted
Triggers when a new bug/issue is submitted
Task list completed
Triggers when a task list is marked as completed
Task updated in project
Triggers when the details of an existing task are updated in the selected project
Task completed
Triggers when a task is completed in the selected portal
Milestone completed
Triggers when a milestone is marked as completed
Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create topic
Creates a new topic
Create article
Creates a new article
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
Create topic comment
Creates a comment for the specified topic
Create agent
Creates a new agent in the selected organization
Send email reply
Sends a reply for the specified ticket created in the email channel
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 custom module record
Creates a new custom module record
Remove tag
Removes a tag from the specified ticket
Add tag
Adds a tag to the specified ticket
Create contact
Creates a new contact in the selected organization
Create call
Creates a new call in the selected organization
Create product
Creates a new product in the selected organization
Create ticket
Creates a new ticket in the selected organization
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 event
Creates a new event in the selected organization
Add ticket time entry
Adds time entry for an existing ticket
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
Send custom channel reply
Sends reply for a ticket via the selected channel
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 agent availability
Updates the availability status of an existing agent
Update contract
Updates the details of an existing contract
Update agent
Updates the details of an existing agent
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
Update ticket timer
Updates the timer of an existing 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 contact comment
Updates the specified comment in the selected contact
Update task
Updates the details of an existing task
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
Mark or Unmark ticket as spam
Marks or unmarks the specified ticket as spam
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 call
Updates the details of the specified call
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 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 customer happiness
Fetches the happiness feedback of an existing customer
Fetch ticket tags
Fetches ticket tags using ticket ID
Fetch account
Fetches an existing account by name or 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 agent
Fetches the details of an existing agent by ID or email
Fetch ticket
Fetches the details of an existing ticket
Fetch task
Fetches the details of an existing task by ID
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
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 time log for task
Creates a time log for the selected task
Create task
Creates a new task
Create issue time log
Creates a time log for the selected issue
Add comment
Adds a comment to the selected task
Create subtask
Creates a new subtask in the selected task
Add comment to bug
Adds a new comment to the selected bug
Submit bug
Submits a new bug/issue
Add client to project
Adds a client to the selected project
Add user to project
Adds a user to the selected project
Create project
Creates a new project
Create comment in project
Creates a new comment in the selected project
Create task list
Creates a new task list
Create event
Creates a new event
Create milestone
Creates a new milestone
Add client company
Creates a new client company
Create general time log
Creates a general time log for the selected project
Add followers to task
Adds the specified users as followers to an existing task
Add existing client company to a project
Adds an existing client company to a project
Complete milestone
Completes an existing milestone
Update task list
Updates the details of a task list using its ID
Update general time log
Updates the details of an existing general time log
Update task or subtask
Updates the task or subtask details for the specified ID
Update project
Updates the details of an existing project
Update issue time log
Updates the details of an existing issue time log
Update bug
Updates the details of an existing bug/issue
Update client company
Updates the details of an existing client company
Update task time log
Updates the details of an existing task time log
Fetch milestone
Fetch the details of an existing milestone by search term
Fetch user
Fetches the details of an existing user by email address or user ID
Fetch project - By ID
Fetches the details of an existing project by ID
Fetch CRM deals
Fetch the CRM deals associated with the selected project
Fetch task list
Fetches the details of an existing task list by name
Fetch task
Fetches the details of an existing task by name
Fetch milestone by ID
Fetches the details of an existing milestone by ID
Fetch project - By search term
Fetches the details of an existing project by search term
Fetch task status
Fetches the status of an existing task by task name
Fetch task in project
Fetches the details of an existing task by ID, name, owner, or status in the selected project
Fetch time log
Fetches the details of an existing time log by bill status and owner
Fetch bug in project
Fetches the details of an existing bug/task in the selected project
Fetch project status
Fetches the status of a project by name
Fetch clients in a project
Fetches the clients associated with the selected project
Fetch tag
Fetches the specified tag using name
Fetch user in portal
Fetches the details of a user in the selected portal using email address
What is Zoho Desk?
Zoho Desk is context-aware help desk software for managing customer support activities. You can assign, track, and set up alerts on help desk tickets easily.
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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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