We are using Zoho CRM and have it integrated with Zopim (Zendesk Chat). The integration is working properly and we are getting cases inserted at the end of a Zendesk chat.
Unfortunetely the default entry the integration creates has the case Status as "New", After a Zendesk chat with your employees many of the cases should be set to "Closed" as no further action is needed.
I have created two simple workflows that will automatically charge the Status and Owner based on information in the Subject of the case that is automatically created from the integration.
But for some reason these workflows are not being triggered.
When I create a case automatically in Zoho that meets the criteria of the workflow the workflow is triggered properly and the case updated. But when Zendesk integration inserts the case, the workflow does not seems to be triggered.
Could you please tell me if I am doing something wrong or if there is a setting that needs updated?