ServiceDesk Plus Cloud Integration
Overview
Integration Setup
To integrate your form with ServiceDesk Plus Cloud,
- In your form builder, navigate to the Integrations tab and click ServiceDesk Plus Cloud from the left menu.
-
Click Integrate.
- Select a Portal to integrate your form with. The form entries will be pushed to the Requests module of the selected portal by default.
- Select the Service Category and choose a Template from the list.
- Select a View Type between Requester View and Technician View.
- Map the ServiceDesk Plus Cloud fields with the corresponding Zoho Forms fields. You can provide custom input for a form field while mapping certain ServiceDesk Plus Cloud Fields.
- You can add a Description to each request pushed to ServiceDesk Plus Cloud. You can also merge field responses with the Description by clicking the merge icon and selecting the required fields.
-
If you wish to push the resource information associated with the request, select Yes
under the Resource Information section and map the Resource Info
fields in ServiceDesk Plus Cloud to your form fields.
- To send form attachments to ServiceDesk Plus Cloud along with a request, select Yes under the Attachment section and choose the required attachments to push.
You can choose to push the Default Template, Custom Template(s), PDFs sent in form submission workflows, and PDFs sent in approval process as attachments to ServiceDesk Plus Cloud. - If you choose PDFs in form submission workflows, the PDF template sent to the respondent after submitting the form (for example, the PDF downloaded from the Thank You page, or any PDF sent via email notification) will be pushed to ServiceDesk Plus Cloud as an attachment.
- If you choose PDFs in approval process, the PDF template sent to the respondent along with the Final Approval Email will be pushed to ServiceDesk Plus Cloud as an attachment.
-
Click Integrate
to save your settings.
Supported Field Types
ServiceDesk Plus Cloud fields can be mapped only to specific Zoho Forms fields as listed.
| S.No | ServiceDesk Plus Cloud Field | Supported Zoho Forms Fields |
| 1 | Single Line | Single Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Slider, Rating, Formula, Date, Time, Date-Time, Terms & Conditions,Added Email ID, Submitter's Location, Submitter's Latitude, Submitter's Longitude, Referrer Name, IP Address |
| 2 | Multi Line | Single Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Slider, Rating, Formula, Date, Time, Date-Time, Terms & Conditions, Submitter's Location, Submitter's Latitude, Submitter's Longitude, Referrer Name, IP Address, Added Email ID |
| 3 | Email, Added Email ID | |
| 4 | Phone | Phone |
| 5 | Pick List | Single Line, Dropdown, Radio, Matrix Choice-Radio |
| 6 | Numeric Field | Number, Slider, Rating |
| 7 | Multi Select | Multiple Choice, Checkbox, Matrix Choice, Image Choices |
| 8 | Url | Website |
| 9 | Date-Time | Date-Time |
| 10 | Decimal | Decimal, Number, Formula, Submitter's Latitude, Submitter's Longitude |
| 11 | Percent | Decimal, Number, Formula, Submitter's Latitude, Submitter's Longitude |
| 12 | Currency | Currency, Number |
| 13 | Radio Button | Single Line, Dropdown, Radio, Matrix Choice-Radio |
| 14 | Checkbox | Multiple Choice, Checkbox, Matrix Choice, Image Choices |
| 15 | Decision Box | Decision Box |
| 16 | Lookup | Single Line, Email, Added Email ID |
| 17 | html | Single Line, Multi Line, Name, Address, Dropdown, Radio, Matrix Choice, Image Choices, Number, Decima, Formula, Currency, Date, Time, Date-Time, Email, Website, Phone, Rating, Slider, Unique ID, Checkbox, Multiple Choice, Terms & Conditions, Submitter's Location, Submitter's Latitude, Submitter's Longitude, Referrer Name, IP Address, Added Email ID |
Add Input Manually while mapping fields
You can customize a form field's input value before passing it to ServiceDesk Plus Cloud by merging form field tags or entering a value manually.
To do so,
- While mapping the above ServiceDesk Plus Cloud fields with form fields, select the Add Input Manually option in the Zoho Forms fields column.
-
You can enter a value manually and also merge form fields with the manual input by clicking the merge icon and selecting the required fields.
You can use the custom input option for the following ServiceDesk Plus Cloud fields:
Single Line, Multi Line, Email, Pick List, html, Technician
Set Alert on Integration Failure
Once your integration settings are saved, you can choose to receive an email alert if the integration fails.
- Click Set Alert in the top-right corner.
-
Configure the email alert template and click Save.
Note:
- The option to set an email alert on integration failure is available only in our paid plans.
- You can send email alerts to a maximum of 5 users within your organization.
- An email alert will be triggered only on the first occurrence of integration failure every 24 hours.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
|
Quick Links |
Workflow Automation |
Data Collection |
|
|
||
|
Form Templates |
||
|
|
||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Salesforce Integration
Table of Contents Overview Integration Setup Supported Field Types Add Input Manually while mapping fields Trigger Actions while pushing form entries Set Alert on Integration Failure Overview With the Zoho Forms and Salesforce integration, you can ...Zoho SalesIQ Integration
Overview If you are looking to ease the process of tracking your website visitors and engage better with them, use the Zoho Forms-Zoho SalesIQ integration. When a visitor fills out the form embedded on your website, the data collected through the ...Zoho Campaigns Integration
Overview If you are looking to automate adding contacts to the mailing lists in your Zoho Campaigns account instead of adding them manually, use the Zoho Forms - Zoho Campaigns integration. With this integration, you can directly add form respondents ...Zoho Recruit Integration
Table of Contents Integration Setup Supported Field Types Trigger Actions in Zoho Recruit Set Alert on Integration Failure If you are using Zoho Recruit as the recruitment portal for your organization and looking to automate the collection and ...Zoho PageSense Integration
Zoho Forms-Zoho PageSense integration helps you to get analytical insights on how your form respondents interact with the various fields in your form. Using this integration, you can create and launch form analytics in Zoho PageSense to analyze how ...