Connect Formitize and Zoho Desk to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Formitize
Choose an Action
Automatically do this!
Update Contact
Find a Contact
Search Ticket
Add Attachment
Add a Comment
Create a Account
Create Contact
Send E-Mail Reply
Update Ticket
Create Ticket
Get Ticket Details
List Tickets
Get Thread Detail by Ticket Id
Ready to use Formitize and Zoho Desk automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Updated
Triggers when a contact's details are updated.
New Task
Triggers when a new task is created in Zoho Desk.
Task Updated
Triggers when an existing task is updated.
New Account
Trigger when new account is created
New Agent
Trigger when new agent is created
New Attachment
Trigger when new attachment is added to a ticket in selected organization
Do thisActions
Action is the task that follows automatically within your Formitize integrations.
Create a Job
Create's a job in Formitize.
Update Contact
Updates information for an existing contact.
Find a Contact
Find a contact by its email.
Search Ticket
Search Ticket by ticket number
Add Attachment
Add attachment to a ticket
Add a Comment
Add a comment to a ticket
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Frequently Asked Questions
To start, connect both your Formitize and Zoho Desk accounts to viaSocket. Once connected, you can set up a workflow where an event in Formitize triggers actions in Zoho Desk (or vice versa).
Absolutely. You can customize how Formitize data is recorded in Zoho Desk. This includes choosing which data fields go into which fields of Zoho Desk, setting up custom formats, and filtering out unwanted information.
The data sync between Formitize and Zoho Desk typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Formitize and Zoho Desk. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Formitize
Formitize is a comprehensive platform designed to streamline business processes through digital forms and mobile solutions. It offers tools for creating, managing, and analyzing forms to enhance productivity and efficiency across various industries.
Learn MoreAbout Zoho Desk
Zoho Desk is a cloud-based customer service software that helps businesses deliver top-notch customer support to their clients. It features tools for managing tickets, automating workflows, and analyzing performance metrics.
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