Tip #24: Convert jobs to Zoho Desk tickets from Orchestly

Tip #24: Convert jobs to Zoho Desk tickets from Orchestly

Do you want to convert your scattered customer queries in Orchestly to tickets in Zoho Desk, so you can focus on the queries/issues exclusively and keep teams informed on updates?


Well! All you need is to implement custom functions -   Create_Ticket_in_Zoho_Desk and Post_and_Update_Comments_in_Zoho_Desk , and get it all sorted!
Orchestly's Custom functions allows you to create user-defined functions which helps you connect and automate processes, and also integrate with other Zoho or third-party applications.

Business Case

Kibernics, a food-delivery app, uses Orchestly to add and manage the restaurants listed in their app. To stay listed on the app, the restaurants must meet certain criteria along with licenses to run the restaurant.
If a restaurant has a query, all they need to do is - create a job or comment. It gets converted in to a ticket in Zoho Desk. This helps Kibernics handle their restaurant partners' queries flawlessly without having to search through each job in Orchestly.


Wondering how to configure this in your Orchestly account?

Here is a step-by-step approach to configure the custom functions.
Create ticket in Zoho Desk 

Step 1 
  • Navigate to Function Gallery and select the function Create_Ticket_in_Zoho_Desk. Configure it to create a ticket in Zoho Desk every time a job is created in Orchestly.
  • Establish connection for the Custom Function. Then, provide permission for Deluge IN to access Orchestly and Desk for information. Once the connection is successful, configure the connection details in the custom function. 
  • Click Save to save your custom function.


Step 2
  • To trigger this custom function, create a business rule.
  • The business rule will be triggered every time a new job is created in the 'Food Delivery App' layout. 
Step 3
  • Once a job is created in the associated layout, the business rule triggers the custom function.
  • You can visualize how the job is converted to a ticket with the help of the video given below. 

Post and update comments in Zoho Desk

Similarly, you can also add or update comments to Zoho Desk whenever they are added or updated in Orchestly's jobs.
Follow steps 1 and 2 from "Create_Ticket_in_Zoho_Desk".
Once a comment is added/updated in the job of the associated layout, you can now visualize how the comment in the job is converted in to a ticket, in the screenshot below.

For a more detailed explanation, check out the reference documents - Post_and_Update_Comments_in_Zoho_Desk and Create_Ticket_in_Zoho_Desk.
Share with us your unique way of using custom functions to solve business problems.
Visit our help center to get detailed insights into Orchestly. Explore our TutorialsShort help videos, and How-to videos to familiarize individual features and on-board faster.

          • Sticky Posts

          • Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly

            Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them.   Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates
          • Tip #17: Stay informed of significant business impact using Orchestly

            With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates.   Orchestly recognizes such requirements and provides adaptable solutions for all business
          • Onboard faster with Orchestly's Tutorials

            We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly.   Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management.   We're looking forward to document more customer-centric
          • We’d love to hear your thoughts

            Orchestly has been successful in providing workflow automation solutions across different verticals for more than a year. We are constantly exploring new solutions for our customers in the form of new features and enhancements.    We value customer opinion
          • Work remote using Orchestly

            As the current global pandemic forces us in the confinement of our homes, businesses around the world are looking for ways to automate and track their everyday work. We, at Orchestly, have been effective in coordinating our releases even from scattered workspaces using our very own orchestration software.   Here's a sneak peek of how Orchestly helps our teams to plan, collaborate, and automate the processes. Product Manager's (PM) Blueprint  Purpose: To approve new features, prepare UX design, develop,

          Zoho Pagesense Resources

            Zoho SalesIQ Resources

                  Zoho TeamInbox Resources

                    Zoho DataPrep Resources

                      Zoho CRM Plus Resources

                        Zoho Books Resources

                          Zoho Subscriptions Resources

                            Zoho Desk Resources

                              Zoho Projects Resources

                                Zoho Sprints Resources

                                  Qntrl Resources

                                    Zoho Creator Resources

                                      Zoho WorkDrive Resources

                                          Zoho Campaigns Resources

                                            Zoho CRM Resources

                                                    Design. Discuss. Deliver.

                                                    Create visually engaging stories with Zoho Show.

                                                    Get Started Now

                                                      Zoho Show Resources