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Authorization Process With Zoho Desk

Note: Zoho Desk is only available on the pro version.

To integrate with Zoho Desk follow, the below steps.

Process of Authorization and Integration

  1. Search & Select Zoho Desk from the actions pages

  2. Integration Name: Set the proper integration name Default it's taken “Zoho Desk”.

  3. Select a data center from the dropdown. Then click on the Zoho API Console. Navigate to API Console-> Get Started-> Server-based Applications.

  1. Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click CREATE button

  2. A Client ID and a Client Secret will be generated. Then go to the Client Secret tab

  3. Then copy the Client ID and Client Secret and paste it to the Bit Integrations integration page. Then click on the Authorize button (wait for a few seconds). After the successful authorization click on the Next button

  4. Select the required Portal and Department from the dropdown

  5. When you fill-up the Portal and Department from the dropdown.You will find the Map Field option.You have to Map all the mandatory Desk fields to the corresponding fields in your form/Task. At last select the requires Ticket Owner from the Actions.

    To map more form fields to Desk fields, click on the (+). The form fields that are relevant to the selected field would be listed in the drop-down under Bit Forms.

Actions

  1. Ticket Owner: Ticket Owner is mandatory in Zoho Desk. You have to select the Ticket Owner from actions

  2. Product Name: You can product-wise assign ticket in Zoho Desk. For this, you have to select the Product Name from the actions.

  1. Attachments: To send an attachment to the Zoho Desk you have to select the required file upload field from actions.

Save Integration

  1. After clicking on Finish & Save, the Zoho Desk integration is ready.

    We have an option in every integration "Timeline," where you can check integration success or error status.

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