Integreat 04: Integrating Zoho Creator with Zoho Desk - Part 2
Hi folks,
We're hope the previous post on Zoho Desk integration was useful to you. In this post we will cover the rest of the tasks (task 5,6, and 7) that can be automated once you integrate your Zoho Creator application with Zoho Desk.
As mentioned in the previous post, once you've established a relationship between Zoho Creator and Zoho Desk, you can perform the following task:
1. Create new records in Zoho Desk
2. Fetch data from Zoho Desk
3. Fetch specific records using the record ID from Zoho Desk
4. Update specific records in Zoho Desk, using Zoho Creator
5. Search records by specifying criteria in Zoho Desk, using Zoho Creator
6. Fetch related records in Zoho Desk, using Zoho Creator
7. Create related records in Zoho Desk, using Zoho Creator
5. Search records by specifying criteria in Zoho Desk, using Zoho Creator
You can search records in Zoho Desk by specifying the criteria in Zoho Creator. This task can achieved by making use of the zoho.desk.searchRecords() task.
Syntax
<variable> =zoho.desk.searchRecords(<orgID>, <module_name>,<query>, <fromIndex>,<limit>, <connection>);
Use case
Let's say you want to search the list of tickets in Zoho Desk by specifying the subject.
Assume that the Ticket Subject Search form has the following field:
- Subject(Single Line field type
We need to fetch all the tickets matching the subject ("testing") that's specified in the Zoho Creator form, from the Tickets module in Zoho Desk.
Example
- response = zoho.desk.searchRecords(691803821, "tickets", {"subject":input.Subject}, 0, 10, "deskAuth");
6. Fetch related records in Zoho Desk, using Zoho Creator
You can fetch related records from a Zoho Desk module based on a specific record, by using the zoho.desk.getRelatedRecords() task.
Syntax
<variable> = zoho.desk.getRelatedRecords(<orgID>, <sub_module>, <parent_module>, <record_ID>, <fromIndex>, <limit>, <query_value>, <connection>);
The zoho.desk.getRelatedRecords task allows you to fetch the following information:
- Tickets based on a contact
- Tickets based on an account
- Tasks based on a ticket
- timeEntry based on a ticket
- timeEntry based on a task
- timeEntry based on an agent
- Comments based on a ticket
- Thread based on a ticket
Use case
Let's say you want to fetch the tickets of a particular contact and want to autopopulate the Ticket Number dropdown field.
Let's assume the Ticket Details form has the following fields:
- Contact ID (single line field type)
- Ticket Number (drop down field type)
Example
- contact_id=input.contactid.tolong();
- mp = Map();
- y=zoho.desk.getRelatedRecords(<orgID>,"tickets","contacts",contact_id,<range>,<range>,mp,"<connection name>");//fetching ticket number and sorting it, list is created
- y = y.getjson("data").toJSONList();
- for each rec in y
- {
- input.Ticket_Number:ui.add(rec.getjson("ticketNumber").tolong());
- }
7. Create related records in Zoho Desk, using Zoho Creator
You can create a related record in a sub-module belonging to a record in a parent module in Zoho Desk. This can be achieved by using the Deluge Task zoho.desk.createRelatedRecord().
Syntax
<variable>=zoho.desk.createRelatedRecord(<orgID>, <sub_module>, <sub_recordID>, <parent_module>, <parent_recordID>, <record_value>, <connection>);
This task allows you to create the following:
- A timeEntry based on a ticket
- A timeEntry based on a task
Use Case
The time entry can be created in the ticket by making use of the below script in the On success workflow of the form.
Example
- recordValue = {"executedTime":"2019-10-18T07:38:48.000Z"};
- response zoho.desk.createRelatedRecord(691803821,"timeEntry","tickets",406419000000271001,recordValue,"deskAuth");
Merge tickets
You can merge tickets by merging the values of the ticket ID to another ticket. Use zoho.desk.ticket.merge() task to perform this action.
Syntax
<variable> = zoho.desk.ticket.merge(<orgID>, <ticket_ID>, <param_value>, <connection>);
Use case
If you see any duplicate tickets created in Zoho Desk and you wanted to merge those tickets into one, the zoho.desk.ticket.merge() Deluge task in Creator do the job for you.
Example
- paramValue = {"ids":{<ticketID 1>,<ticketID 2>}};
- response = zoho.desk.ticket.merge(<org iD>,<ticket ID>,paramValue,"<connection name>");
//ticket ID=> where other ticket ID 1&2 in paramvalue variable will be merged to ticket ID.
Move a ticket
The ticket can be moved from one department to another department with the help of the zoho.desk.ticket.move() Deluge task in Creator.
Syntax
<variable> = zoho.desk.ticket.move(<orgID>, <ticket_ID>, <department_ID>, <connection>);
Use case
If you see any ticket assigned to the wrong department in Desk and wanted to reassign it to the correct department, you can make use of the zoho.desk.ticket.move() Deluge task.
Example
- x = zoho.desk.ticket.move(<org iD>,<ticket iD>,<department ID>,<connection_name>);
// department ID is the ID of the department to which this ticket will be moved.
The ticketID and department ID can be fetched using fetch task.
Split a ticket
A ticket can also be split into multiple tickets based on the thread, by using the thread ID of that particular ticket.To get the thread ID of the ticket, use the getrelatedrecords task.
Syntax
mp = Map();
g = zoho.desk.getRelatedRecords(<orgID>,"threads","tickets",<ticketID>,<map variable>,"<connection name>");
//info g; (thread ID can be fetched from this response)
h = zoho.desk.ticket.split(<org ID>,<ticket iD>,<thread ID>,"<connection name>");
We hope this post on Zoho Desk integrations was useful to you. If you have any questions, feel free to add them as comments below. If you'd like us to cover any specific integration, please add them here in comments and we'll take it up.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Sejal Dattani
simon
Sticky Posts
ANZ In-Person Zoho User Group Meetups: Focusing on Zoho Creator & Zoho Flow (September 2024)
Hello, Zoho Community! Calling all Zoho users in Australia! We're thrilled to announce the next series of Zoho User Group (ZUG) Meetups, continuing the success of our previous sessions. These meetups are a great opportunity to learn, network, and engage[SESSION ENDED] Ask the Experts #07| Live Q&A: Building workflows with Blueprint in Zoho Creator |
Hello, Post the release of Zoho Creator Blueprint last month, we're happy to tell you that we'll be launching a new 'Ask the Experts' session on 16th September (Thursday) this month focussing on creating blueprints in Zoho Creator. The session will beZoho Creator Community Webinars | October - November 2020 [Completed]
Hello everyone, I’m happy to announce that Zoho Creator is hosting a new Community Webinar Series starting this October. This series is a learning initiative aimed at our developer community, where every session will take spotlight use cases focused onCommunity Learning Webinar - Zoho Creator Blueprint & other release updates | July 29, 2021
Dear developers, This June, the Creator team unveiled a slew of updates including UI enhancements to the Detail View of reports, an new capabilities in Data Import and Connections, and most important of all, the release of Blueprint in Creator. CustomizeCommunity Learning Webinar: Delve deep into the core concepts of Zoho Creator | 17th June, 2021
Dear developers, Every customer has unique business needs and unique problems to solve. To be able to give solutions to these problems, to get over any stumbling blocks and to be able to build applications expeditiously that tailor to specific needs,
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
How to add a % Growth column for year-over-year comparison (2024 vs 2025)
Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,How to searchByCriteria records that are under approval?
I need to search for both approved and pending approval records Is that possible with this method? Or I need to a different method? var priceReqID = $Page.record_id; log(priceReqID); var records = ZDK.Apps.CRM.Price_List_Item.searchByCriteria("Price_Request:equals:"How to add Simple Analytics to Zoho Pages?
I have a website with Zoho Pages, how do I add Simple Analytics on it? They seem to have code they need to be embedded https://docs.simpleanalytics.com/scriptEnd Date in Zoho Bookings
When I give my appointments a 30 minutes time I would expect the software not to even show the End Time. But it actually makes the user pick an End Time. Did I just miss a setting?Cant seem to delete an email account
Hello, I have researching for 4 days how to delete an email account and I am absolutely without a clue. The email account I am trying to delete is support<AT>fyshoes<dot>com. It's the first email account I made and it (is???) was associated with the super user (me). I have since changed it to adming<AT>fychoes<dot>com and I see the support email in my list but I just cant seem to get rid of it. Ultimately I want to associate that email account with another user that I want to add. This is reallyCommerce Order as Invoice instead of Sales Order?
I need a purchase made on my Commerce Site to result in an Invoice for services instead of a Sales Order that will be pushed to Books. My customers don't pay until I after I add some details to their transaction. Can I change the settings to make thisImport data into Multi-Select lookup field from CSV/Excel
How to import data into a multi-select lookup field from the CSV/Excel Sheet? Let's say I have an Accounts multi-select lookup field in the Deals module and I want to import the Deals with Accounts field. Steps:- 1. Create/edit a multi-select lookup fieldSync desktop folders instantly with WorkDrive TrueSync (Beta)
Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:Script that deletes a record?
We're using WP Plugin "Integration for WooCommerce and Zoho Pro", and have created a couple of Feeds to send data to Zoho. We are trying to create Contact records, but only based upon condition. Tried to make it with small Deluge function and Workflow,A formula that capitalises the first letter of each word
Hi all, is there a zoho formula that can capitalise the first letter of each word in a string? INITCAP only capitalises the first letter of the first word.Quotes in Commerce?
In Zoho Ecommerce, I need to be able to generate quotes, negotiate with customers, and then generate invoices. Currently, I plan to integrate Zoho CRM to generate quotes. After negotiation and confirmation, I will push the details to Zoho Ecommerce toZoho Commerce - Mobile Application
Does Zoho Commerce have a mobile application for customers to place an order?Register user through Phone Number by Generating OTP
In zoho commerce , I am developing website on online food store Inilialy the user get verification code to their email for registering there account for login. But I need to login using phone number by generating OTP automatically rather than verificationUnable to change sales_order status form "not_invoiced" to "invoiced"
I am automating process of creating of invoice from sales_orders by consolidated sales_orders of each customer and creating a single invoice per customer every month. I am doing this in workflow schedule custom function where i create invoice by gettingCustom Buttons for Mass Actions
Hello everyone, We’ve just made Custom Buttons in Zoho Recruit even more powerful! You can now create Bulk Action Buttons that let you perform actions on multiple records at once, directly from the List View. What’s new? Until now, custom buttons wereZoho Vault Passwords
Is there a way to consume Zoho Vault Manager passwords using the API? Thanks in advance.Is the ChatGPT Assistant integration capable of recognizing WhatsApp voice messages?
I was wondering: if a visitor sends me a voice message on WhatsApp, would the assistant be able to transcribe it and reply to them?Zoho Creator to Zoho CRM Images
Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there【Zoho CRM】レポート機能のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、レポート機能のアップデートをご紹介します。 目次 1. レポートのエクスポート時のレコードIDの表示について 2. 通貨項目の表示について 3. レポートの削除の監査ログへの反映について 1. レポートのエクスポート時のレコードIDの表示について これまで、レポートをエクスポートするとファイルにレコードIDが必ず含まれていました。レコードIDが識別子として役立つ場合もありますが、実際には多くの企業で参照されることはありません。Translation in zoho bookings
We cant translate zoho booking emails. The general text we can change. But what about text like: ""Here a link to join the meeting online:"" and "Add to Zoho Calendar" and "Add to Google Calendar"? No professional business have mixed languages. Its lookingIs there any way to bill one client in different currencies on different invoices?
I have some customers who have their currency set as USD and most of their billing is done in USD. However, from time to time I have a need to bill them in my base currency GBP for some specific invoices, but there seems to be no way of doing this that I can see. The only workaround that I can see is to create two client records for the same client, one for USD billing and one for GBP billing, but this is not an ideal situation. Is it likely that the (hopefully!) soon to arrive multi-currency supportAPI name for all fields in Zoho Project (Standard or custom)
Hi! I struggle to find easily all API name of all field in Zoho Project to build my API rest with other services. We can find them very fast in CRM but not in PRoject. Could you share a function to get the list of all API Name of any field of an AppZoho Assist not rendering NinjaTrader chart properly
Hi everyone. Just installed and testing Zoho Assist. I want to display my laptop' screen (Windows 11) on a monitor connected to my Mac mini. The laptop is running a stock trading program called NinjaTrader. Basically, when running, this program displaysAdding Social Media Buttons to Basic Campaigns
Hi, I'm quote new to using Zoho Campaigns and I can't work out how to add Social Media Buttons into my basic campaign? In MailChimp there's a button that brings the icons into your campaign for you. I've tried adding the social media icons as 'buttons' in Zoho but it's not looking great. Can anyone help? Thanks!How can I adjust column width in Zoho Books?
One issue I keep running into is as I show or hide columns in reports, the column widths get weird. Some columns have text cut off while others can take a fourth of the page for just a few characters. I checked report layout guides and my settings, butDropshipping Address - Does Not Show on Invoice Correctly
When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company beingBest way to schedule bill payments to vendors
I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll haveLink(s) between Notes
Hello Everyone, It would be great if links could be created between notes. Let's say we have 5 Notes A, B, C , D, E. I would like to be able to link Note A to Note B but not in other way, so no link appears in Note B linking to Note A. An so on, linkingOption to Hide Project Overview for Client Profiles
In Zoho Projects, the Project Overview section is currently visible to client profiles by default. While user profiles already have the option to restrict or hide access to the project overview, the same flexibility isn’t available for client profiles.Zoho Books | Product updates | August 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.Regex in Zoho Mail custom filters is not supported - but it works!
I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regexFeature Request: Assign Documents to Already Entered Bills, Expenses, Invoices, etc.
Hi Zoho Team, We are regular users of the Documents module in Zoho Books and appreciate its ability to keep financial records well-organized. However, we’ve noticed a limitation: There is no way to attach a document from the "Documents > Files" sectionI don't see any WITHDRAWL transaction at all
Hi I manually imported my bank statement to Zoho books today and I am a complete newbie. I have been reading the knowledgebase but unable to fix this. I only see "Uncategorized 91 DEPOSIT transactions". I don't see any WITHDRAWL transaction at all. Also,Shared inbox unable to see replies
Hi we are a small company me and someone else, we have a shared inbox for our sale@ and contact@ however we have this issue where by if i reply to an email or the other person reply to the email, it does not show it to them and therefore we end up replyingKaizen #136 - Zoho CRM Widgets using ReactJS
Hey there! Welcome back to yet another insightful post in our Kaizen series! In this post, let's explore how to use ReactJS for Zoho CRM widgets. We will utilize the sample widget from one of our previous posts - Geocoding Leads' Addresses in ZOHO CRM404 error at checkout
Our customers are getting a 404 error at checkout. Anyone else with the same problem?FONT Sizing in Notebook
Hi Kishore - What is the status of adding font sizing to the application? I have several things that I have pasted directly into Notebook and the fonts are HUGE! I would like the ability to highlight them and reduce the font to a legible size. NothingCan managers Upload documents to their direct rapports?
Admin employees have the ability to upload documents to employees' files; however, managers do not have add/manage button - is it possible for managers to upload their direct reports' documents, such as absence documents or 121 documents. Is there somethingLeave balance display for next year
Is there a way to not have a rollover or not limit the leave balance depending on the date. For example an employee has 10 days leave balance and wants to apply for January leave in December. They cant because the rollover doesnt show the leave balancePlease add an “Auto-Apply Unused Credits” toggle
Hello — please add a simple org-level option to automatically apply unused credits (credit notes, excess payments, retainers) to new invoices and/or bills. An ON/OFF toggle with choices “invoices”, “bills”, or “both” would save lots of manual work forNext Page