Automate Ticket Assignment to Contact or Account Owner Using Custom Action

Automate Ticket Assignment to Contact or Account Owner Using Custom Action



Teltroz Inc specializes in data science, data analytics, and big data technologies. Serving a wide range of customers from large to medium-sized businesses, security has been their top priority. The firm uses Zoho Desk to enhance their business operations, assist clients, and track client requirements. Teltroz Inc prefers to assign a specific consultant (contact owner) to each client rather than having multiple consultants handle all clients, ensuring data privacy and preventing data leakage.

Zoho Desk allows you to assign the contact owner or account owner to each ticket. This edition will guide you on how to assign tickets to contact owners or account owners automatically using custom actions.

Steps to configure Workflow with custom action
 
To create the Workflow rule, perform the following steps:
1. Go to Setup, and click on Workflows under Automation.
2. On the left panel, under Workflows, click Rules > Create Rule.
In the Basic Information section, perform the following steps:
3. In the Module drop-down menu, select Tickets.
4. Enter a name and description for the rule.
5. If you want to activate the rule right away, select the Active checkbox. Else, you can activate it later from the Rules page.
6. Click Next.
In the Execute on section, perform the following steps:
7. Select Create checkbox to execute this rule every time a new ticket is created.  
8. Click Next.
9. Skip the Criteria section and click Next.
Note: If you prefer to run this automation only on a specific account or based on the email domain, you can add criteria accordingly.
In the Actions section, perform the following steps:
10. Click the + icon under Action and select Assign Ticket.

11. Give a name. Under Assignee, select Agent from the drop-down list.
12. Under Agent Name, click on the Insert Placeholder { } option and select Owner Id under Contacts.



Note: If you want to assign tickets based on Account owner, select Owner Id under Account.

13. Click Save to save the custom action
14. Click
Save again to save the workflow.

Hope this custom action serves you well in your business operation. Stay tuned for more updates coming your way to give you a fulfilling experience. 


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • Register for Zoho Desk Beta Community

            With the start of the year, we have decided to take a small step in making the life of our customers a little easier. We now have easy access to all our upcoming features and a faster way to request for beta access. We open betas for some of our features
          • Share your Zoho Desk story with us!

            Tell us how you use Zoho Desk for your business and inspire others with your story. Be it a simple workflow rule that helps you navigate complex processes or a macro that saves your team a lot of time; share it here and help the community learn and grow with shared knowledge. 
          • Tip #1: Learn to pick the right channels

            Mail, live chat, telephony, social media, web forms—there are so many support channels out there. Trying to pick the right channels to offer your customers can get pretty confusing. Emails are most useful when the customer wants to put things on record. However, escalated or complicated issues should not be resolved over email because it's slow and impersonal.  When you need immediate responses, live chat is more suitable. It's also quick and convenient, so it's the go-to channel for small issues. 
          • Welcome to Zoho Desk Community - Say hello here!

            Hello everyone! Though we have been here for a while, it’s time to formally establish the Zoho Desk Community; we’re really happy to have you all here! This can be the place where you take a moment to introduce yourself to the rest of the community. We’d love to hear all about you, what you do, what company or industry you work for, how you use Zoho Desk and anything else that you will like to share! Here’s a little about me. I am Chinmayee. I have been associated with Zoho since 2014. I joined here
          • Webinar 1: Blueprint for Customer Service

            With the launch of a host of new features in Zoho Desk, we thought it’ll be great to have a few webinars to help our customers make the most of them. We’re starting off with our most talked about feature, Blueprint in Zoho Desk. You can register for the Blueprint webinar here: The webinar will be delivered by our in-house product experts. This is a good opportunity to ask questions to our experts and understand how Blueprint can help you automate your service processes. We look forward to seeing

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ






                                ご検討中の方

                                  • Recent Topics

                                  • Zoho Mail CC and BCC not working

                                    Zoho Mail CC and BCC not working. I have tried multiple combinations amongst my domain aliases but emails sent as CC or BCC never arrive, not even to Spam. I have checked that the DNS is set up correctly in Cloudflare and have even received a DMARC report
                                  • Zoho Autoplay Issue

                                    Currently, we run our graphics on a playlist with youtube videos interspersed in our office -- however, when we go to update the playlist (since last Thursday at around 8-9am EST) it no longer saves the autoplay function.  We have tried making a new account, manually saving with cntrl+s, making a new show, etc but nothing seems to work.  Even with our old program, we can't change it off of autoplay for ones that were created in the past. Another issue is that if we change a slide transition to anything
                                  • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

                                    Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted
                                  • Adding hyperlinks in CRM emails time automatically

                                    It may just be me, but when I am writing an email to a lead, I find inserting a hyperlink very time consuming. Granted, I can use templates but there are a ton of scenarios where I might want to put a link in to an website that wouldnt require me to go though the effort of creating a template.  Ideally, the crm would identify that I that a string of text is a URL and insert the hyperlink automatically, just like microsoft outlook or gmail. Has anyone else had this same experience and found a way
                                  • Enhance "Applications Usage" with Date Filters, Historical Analytics & App-Level Breakdown

                                    Hello Zoho Creator Team, We are writing to request a critical enhancement to the Applications Usage section to improve our ability to monitor, analyze, and manage our platform consumption over time. While the current view of today’s usage is helpful for
                                  • External File Share - Allow delete

                                    Hi Team, when I share an external link and give it edit rights the external user can add but not delete files and folders. what am i doing wrong?
                                  • How to notify all members on any updates to zoho crm?

                                    Hi, I am using the free version of zoho CRM and currently seeing this will work for our company. We are a small company and wanted to be more informed about all the changes in zoho. 1. How do I s et notifications that go to the team for any and all changes
                                  • How to change the format for phone numbers?

                                    Mobile phone numbers are currently formatted (###) ###-####.  How can I change this to a more appropriate forms for Australia being either #### ### ### or (#)### ### ###?
                                  • Unattended Access on Android without Play Store

                                    I'm testing Zoho Assist for remote config and maintenance of our IoT devices. The devices are running Android 8.1 and do NOT have Google Play Store installed, nor can it be installed. I've been able to install Zoho Assist on the devices and load the enrollment
                                  • Open Sans Font in Zoho Books is not Open Sans.

                                    Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real
                                  • Is it possible to embed Zoho Bookmarks in the Cliq sidebar?

                                    Is there any way that each Zoho user can access their bookmarks (that live in https://bookmarks.zoho.eu/ which is technically a part of Zoho Mail) directly within Cliq? As a widget, or an item in the sidebar? My team does not use Mail, it uses Cliq all
                                  • Show Attachments in the customer portal

                                    Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.
                                  • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

                                    Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.
                                  • Navigate with Ease: Announcing Improvements to Your Zoho CRM for Everyone's Setup Experience

                                    Hello Everyone, We’re thrilled to announce new enhancements to the Setup Menu in our Zoho CRM for Everyone system, designed to simplify your workday and streamline your overall experience. What's New? Addition of a Setup Homepage Faster Search in Setup
                                  • Zoho Projects Webhook fails with HTTP Error 0

                                    Hello Zoho Community, I am pulling my hair out over this one. I have setup a very basic http(s) server that always responds "ok" and code 200 to incoming GET requests. It will accept any parameters, and any path. Really, all it does is say "ok," and log
                                  • ZOHO Campaignで表のカラムの幅を調整したい。

                                    表を作成した際、個々のカラムの幅を調整したいのですが、方法が分かりません。 どなたかご存じの方ご教示ください。
                                  • Auto-upload Creator Files to WorkDrive

                                    Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—to
                                  • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

                                    Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
                                  • Kaizen #129 : Client Script Support for Blueprints

                                    Hello everyone! Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprint
                                  • Search Bar Improvement for Zoho Commerce

                                    Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you
                                  • Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign

                                    Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will go
                                  • Account Owner Field From Accounts Module to be Displayed in Contacts module

                                    I have a field in the Accounts Module in the CRM called "Account Owner" i want that field to be also mapped into the Contacts Module custom single line field called "Account Manager".
                                  • Update a field in the ZOHO Form, basis numeric value in another field in the same form

                                    I am trying to create a questionnaire in ZOHO, where clients need to answer 10 questions, and basis response, values are assigned. I have created a total score field where the sum of the values is stored. But i am unable to create a rule whereby another
                                  • How to update "Lead Status" to more than 100 records

                                    Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan
                                  • Meet up de Zoho en Bilbao

                                    Buenos días comunidad! Estamos estudiando hacer un Meet up en Bilbao desde zoho y varios Partners. Para que la experiencia sea excelente, queremos saber cuantas pesonas se vendrían a Bilbao al evento. Y para que sea lo mas útil posible, que temas dentro
                                  • Picklist reference value in REST

                                    picklist options can be configured to have a different reference value than the displayed one, should be helpful in things like multilanguage: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/translations/articles/translations is there a way
                                  • In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."}

                                    In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."} this is button Function used in the Creator map Inventory.Create_Credit_note(int CRE_ID) { return_value
                                  • Marketing Tip #2: Recover lost sales with abandoned cart emails

                                    Did you know most online shoppers don’t complete checkout? Automated cart recovery emails are an easy way to bring them back. A simple reminder can recover sales you’d otherwise lose. Try this today: Enable abandoned cart emails in Zoho Commerce and set
                                  • Billing Management: #9 Usage Billing in IoTs

                                    We live in a world where connectivity has become a lifestyle rather than a luxury. From smart thermostats that adjust your home's temperature to GPS trackers monitoring end-to-end fleets and sensors that optimize energy grids, the Internet of Things has
                                  • {"code":1038,"message":"JSON is not well formed"}

                                    Today this began failing: sales_order_data = zoho.books.createRecord("salesorders",books_organization_ID,order_data); with this error message. {"code":1038,"message":"JSON is not well formed"} This code has been running for two years. Here is the input
                                  • How can I migrate Shared Mailbox from Zoho Mail to Team Inbox?

                                    I am unable to migrate mails from my shared mailbox in Zoho Mail to Team Inbox. I am the super admin of my Zoho One plan and yet I am getting an error saying only admins can do this? I don't understand the issue.
                                  • Remember all the ways we've posted?

                                    The world celebrates World Postal Day in 2025 with the theme “#PostForPeople: Local Service. Global Reach". The story of the “post” is a story of human connection itself, evolving from simple handwritten notes carried over long distances to instant digital
                                  • Add Support for Authenticator App MFA in Zoho Desk Help Center

                                    Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,
                                  • Can no longer upload my own Notebook cover

                                    I've had Notebook for over a year and have been able to create my own notebook covers, but when I tried to upload my own cover for a new notebook today, the upload feature has suddenly been starred, requiring me to upgrade my account. When did this
                                  • Zoho Desk - Cannot Invite or Register New User

                                    Hi who may concern, we encountered a problem that we cannot invite user or the visitor cannot register for a user at all through our help center portal, with the snapshot shown as below and the attachement. It always pops up that "Sorry, Unable to process
                                  • Custom domain issue

                                    I recently changed records for my support area custom domain for a few months, I then wanted to come back to Zoho, but now I can't connect it and I can't login as it's having an SSL issue. I cannot get a good response from support, as I've been notified
                                  • How do you generate personalized certificates and save them in dynamic folders using Writer's mail merge?

                                    Zoho Writer's mail merge feature can help you enhance the certificate management process. It's a great way to save time and effort! Merge certificates and maintain a well-organised repository with personalised certificates stored in separate folders for
                                  • Zoho Editor

                                    Zoho PDf Editor is not working I am clicking on EDIT PDf then it again bringing me back to the same page. again and again.
                                  • The present is a "present"

                                    The conversation around mental health has been gaining attention in recent years. Even with this awareness, we often feel stuck; the relentless pace of modern life makes us too busy to pause, reflect, and recharge. In the world of customer support, this
                                  • Market cap

                                    Market cap formula?? Kaise nikale
                                  • Next Page