Configuration

Configuration

Introduction

Channel Integration lets you to sync data such as tickets, threads and contacts between Zoho Desk and External Services. It also lets the agents to send replies to the queries on external platforms directly from the desk. Channel Integration can be achieved by ZohoDesk Marketplace app which must act as a bridge between External Service and the Zoho Desk.

Marketplace App with Channel Integration:

Marketplace App which supports the channel integration is responsible for
  1. Extracting data from external service and supply to the Desk.
  2. Two-way conversion - Converting the external data into desk compatible format & Converting desk reply into external service compatible format. Periodically supply updated data to the desk.
  3. Add or update new replies in the external service when a reply is pushed from the desk.
  4. Redirect to the external resource when requested by the desk.

Configuration

Requirements:

  1. Create a ZohoDesk Marketplace App with specifying channel properties as a resource in resources.json. resources.json should be created on app root folder.
  2. If your application has an authentication process,  Register an OAuth Client in the External Service and get client_id and client_secret if needed.
  3. Create an endpoint to provide data from external service to desk during periodic requests produced by Desk.
  4. Create an endpoint which can receive new replies and send it to the External Service, when an agent reply is sent from the desk.
  5. Create an endpoint which can redirect the user to the respective External Service's entities such as tickets, threads and user profiles

resources.json

Channel configuration in the resources.json specifies the settings of the channel and the endpoints to pull or push the data for syncing. The params to be specified in the manifest are listed below.

Sample resource.json
  1. "channel": {
  2.     "channelLogoPath"      : "/app/img/youtube_logo.png",
  3.     "acceptAttachments"   : false,
  4.     "updateRecords"       : true,
  5.     "contentTypes"        : ["text/plain","text/html"],
  6.     "redirectUrl"         : "https://zohodeskapp.example.com/youtube/handleRedirect",
  7.     "includeQuotedMessage": false,
  8.     "sync": {
  9.         "push": "https://zohodeskapp.example.com/youtube/handlePull",
  10.         "pull": "https://zohodeskapp.example.com/youtube/handlePush"
  11.     }
  12. }

#CHANNEL_INTEGRATION_CONFIGURATION



Sync Object



    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 CRM Training
      Redefine the way you work
      with Zoho Workplace

        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 CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                                



                            





                          Manage your brands on social media




                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Secure your business
                                      communication with Zoho Mail


                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times


                                        Carry your calendar with you
                                        Anytime, anywhere




                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now





                                                        Zoho TeamInbox Resources



                                                                Zoho DataPrep Resources



                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW


                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now










                                                                                          • Related Articles

                                                                                          • Configuration Param API

                                                                                            Extensions can make use of Configuration Param API to access & modify the extension's config params. The available storage API's are, Add config params Get config param                  #CONFIG_PARAM_API_REQUEST_OBJECT              {   "variables" : ...
                                                                                          • Configuring Email Accounts

                                                                                                  Vertical Solutions allows the subscribers to configure email accounts such as Zoho Mail, Gmail, Yahoo, Outlook and others, in their Solutions account, and be able to send, receive emails and do much more right from their solution account. ...
                                                                                          • Authorizations

                                                                                            An extension user may need to authorize the Desk or Third party services for the developer to perform the authorized actions such as calling the APIs. Available inbuilt authentication mode is Connections Connections   Connections can be used for the ...
                                                                                          • Platform Event Callbacks

                                                                                            Marketplace supports callbacks for extension's events. Developer can subscribe to the supported events and when the extension event is triggered, callbacks are invoked. Supported Platform Event Callback's are, onInstall onZohoAuthorise onTPAAuthorise ...
                                                                                          • Custom Permission

                                                                                            Introduction Custom permissions are new profile permissions that you can provide in the extension you develop. These permissions will be displayed under the PERMISSIONS tab on the extension detail page. Only the admins of a Zoho Desk portal will be ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace

                                                                                            Resources

                                                                                            Videos

                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                            eBooks

                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources