Connect Zoho Desk to Salesforce

Use 12 documented Zoho Desk triggers to run 24 documented Salesforce actions.

12 source triggers

24 target actions

Reverse direction supported

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Why Connect Zoho Desk & Salesforce?

Start with a Zoho Desk event

Choose from 12 documented triggers, including Deleted Article (Instant), New Account, New Agent.

Run a Salesforce action

Send the event into one of 24 documented actions, such as Add Contact to Campaign, Add Lead to Campaign, Convert SOAP XML Object to JSON.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Zoho Desk

Triggers (12)

Deleted Article (Instant)

Emit new event when an article is deleted from the recycle bin

webhook

New Account

Emit new event when a new account is created. See the docs here

polling

New Agent

Emit new event when a new agent is created. See the docs here

polling

New Article (Instant)

Emit new event when a new article is created

webhook

New Contact

Emit new event when a new contact is created. See the docs here

polling

New Ticket

Emit new event when a new ticket is created. See the docs here

polling

New Ticket Attachment

Emit new event when a new ticket attachment is created. See the docs here

polling

New Ticket Comment

Emit new event when a new ticket comment is created. See the docs here

polling

New Ticket Message

Emit new event when a message ticket is created. See the docs here

polling

New Ticket Status Change

Emit new event when a status ticket is changed. See the docs here

polling

New Updated Ticket

Emit new event when a ticket is updated. See the docs here

polling

Updated Article (Instant)

Emit new event when an article is updated

webhook

Actions (24)

Add Ticket Attachment

Attaches a file to a ticket. See the docs here

Add Ticket Comment

Adds a comment to a ticket. See the docs here

Create Account

Creates an account in your help desk portal. See the docs here

Create Contact

Creates a contact in your help desk portal. See the docs here

Create Ticket

Creates a ticket in your helpdesk. See the docs here

Delete Ticket Comment

Deletes a specific comment from a ticket. See the documentation

Download Thread Attachment

Download a specific attachment belonging to a thread of a ticket. See the documentation

Find Contact

Searches for contacts in your help desk portal. See the docs here

Find or Create Contact

Finds or create a contact. See the docs here

Get Article

Retrieves the details of a knowledge base article. See the documentation

Get Thread Details

Retrieve details for a specific thread belonging to a ticket. See the documentation

Get Ticket Comment

Retrieves details of a specific comment on a ticket. See the documentation

Get Ticket Comment History

Retrieves the edit history of a specific ticket comment. See the documentation

Get Ticket Details

Retrieve details for a specified ticket. See the documentation

List All Ticket Comments

Retrieves all comments for a specified ticket. See the documentation

List Articles

Lists knowledge base articles for a help center. See the documentation

List Conversations

List all conversations for a ticket. See the documentation

List Departments

Lists the departments configured in the organization, with optional filtering by enabled/disabled state. Use this to drive workflows by department name lookups instead of hardcoded department IDs. See the documentation

List Help Centers

Lists the help centers configured in an organization. See the documentation

List Root Categories

Lists root knowledge base categories for a help center. See the documentation

List Ticket Attachments

List attachments for a specific ticket. See the documentation

List Ticket Fields

Lists every field configured on a Zoho Desk module (defaults to Tickets), including each field's apiName, displayLabel, type, and for picklist fields - the allowedValues array. Useful for discovering valid picklist values (e.g. for status, priority, channel, category, subCategory, classification) before creating or routing tickets. See the documentation

List Ticket Threads

Get a list of threads for a specified ticket. See the documentation

List Tickets

Lists all tickets in your help desk with optional filtering. See the docs here

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook

Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook

Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook

New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook

New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook

New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook

New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook

New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook

New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook

New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation