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.

    Zoho Developer Community

                              Zoho Desk Resources

                              • Desk Community Learning Series

                              • Digest

                              • Functions

                              • Meetups

                              • Kbase

                              • Resources

                              • Glossary

                              • Desk Marketplace

                              • MVP Corner

                              • Word of the Day

                                  Zoho Marketing Automation
                                          • 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
                                          • Qntrl's 2023 year in review

                                            This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This new
                                          • Tip #61: 5 different ways to create Cards in Qntrl

                                            Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning
                                          • 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

                                          Manage your brands on social media

                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources

                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources

                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources

                                                            Zoho Sprints Resources

                                                              Qntrl Resources

                                                                Zoho Creator Resources

                                                                  Zoho WorkDrive Resources

                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series

                                                                      • Tips


                                                                      • Functions


                                                                      • Meetups


                                                                      • Kbase


                                                                      • Resources


                                                                      • Digest


                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner



                                                                          Design. Discuss. Deliver.

                                                                          Create visually engaging stories with Zoho Show.

                                                                          Get Started Now