Zoho Desk fetch Related Products (products related to the Account)
When working a Ticket in Zoho Desk, Our Agents need to easily see what services the associated CLIENT/ACCOUNT has. This information is in Zoho Desk, but it's buried 3 clicks deep.
The best workaround I can come up with would be to add a custom field "Clients Products" to Tickets. Then, when the Ticket is created or edited trigger a Zoho Flow which will fetch the Client, fetch related Products, add them to the custom field on the Ticket.
Where I am currently stuck is that there is no built-in way to fetch related Products in Zoho Flow. In Zoho Flow there is "Fetch account" but it doesn't return a list of related Products.
Has anyone done something like this?
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