Zoho Quartz for Partners is currently in its beta phase and available on an on-demand basis. Interested Zoho Partners can request early access by sending an email to quartz-team@zohocorp.com.

In a Nutshell

Availability

Overview

1. Jira cloud
   
2. Zendesk
   
3. Zoho BugTracker
   
4. Zoho Cliq
   
5. Zoho Creator
   
6. Zoho Desk
   
7. Zoho Mail
   
8. Zoho Projects

Business Use Case

Working with Workflow

Workflow Rules

1. Click on the Create rule button in the Workflow page. The rule can be of two types: Workspace and Department. Choose the required option. 
   
   
2. You'll be taken to the Rule Details section. Here, provide the following
   Rule Name: Assign a name to the rule.
   Description: Provide a brief description of the rule’s purpose.
   Execute When: Select the condition that triggers the rule. For a workspace rule, you can set the execution condition to trigger when a department is created or deleted. Similarly, a department rule can be configured to execute when feedback is created, shared, or deleted.
   Department(s): When setting up a department rule, you can choose to apply it to all departments or limit it to specific ones as needed.
   Click Next. 
   
   
3. Under the Conditions section, determine when the rule should be activated. You can apply the rule to either All Cases or to Fields that meet specific conditions. If you choose the latter, you will need to specify the field, the operator, and the value to define the conditions that trigger the rule. Click Next. 
   
   
4. Finally, you'll be taken to the Actions section. Here, click on Add action and configure the actions to be performed based on third-party tools, including Jira Cloud, Zendesk, Zoho BugTracker, Zoho Desk, and others.
   
   
   Note: The actions that you can perform will vary based on each of the services.
   
   
5. Next, you will need to select a Connection. Choose the required connection from the drop-down menu. If you need to create a new connection, simply click the New Connection button. Finally, enter the Action name and click Next.
   
6. In the next popup, you can configure the actions to be executed on external or Zoho services. Additionally, you can utilize a variety of variables displayed on the left side for customization. They are categorized as Zoho Quartz Feedback Variables( Subject, Description, Email, Message Link), Zoho Quartz System Variables(Current Time), and Zoho Quartz Department Variables(Name). These variables provide flexibility, allowing you to tailor the actions according to your specific needs.
7. Once you have finished configuring the action, click Done. Your action will now be saved. 
   
8. Now click Create. The workflow rule will be created.

Connections

1. Click Add Connection to get started.
   
2. In the Select Application section, choose the service you wish to integrate.
   
   
3. You'll be taken to the Create Connection page. Here provide the following information:
   Connection Name: Provide a name for the connection.
   Select Action: Choose the actions you want to include in the connection. You also have the option to include all actions.
   
   
4. On clicking Create, you'll be directed to the Connection Authorization page, where you'll need to authenticate yourself with the appropriate credentials. Once done, your connection will be successfully created.

Workflow Logs

1. Past 30 days
   
2. Today
   
3. Yesterday
   
4. Specific date.
   
5. Custom range
   

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