Integrate Zoho Desk with Concord CLM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Organizations in Concord CLM when Contact Updated in Zoho-desk
List Organization Folders in Concord CLM when Contact Updated in Zoho-desk
Find Agreements in Concord CLM when Contact Updated in Zoho-desk
Create Organization in Concord CLM when New Task in Zoho-desk
Find Agreements in Concord CLM when New Task in Zoho-desk
Start from a real workflow other teams are already running.
Zoho Desk
When this happens...
Contact Updated
New Task
Task Updated
New Account
New Agent
New Attachment
New Comment
New Contact
New Status Change
New Ticket
Updated Ticket
New Article
Agent Updated
Concord CLM
Automatically do this!
Create Organization
Create Executed Document
List Organizations
List Organization Folders
Find Agreements
List Organizations in Concord CLM when Contact Updated in Zoho-desk
Use this flowList Organization Folders in Concord CLM when Contact Updated in Zoho-desk
Use this flowFind Agreements in Concord CLM when Contact Updated in Zoho-desk
Use this flowCreate Organization in Concord CLM when New Task in Zoho-desk
Use this flowFind Agreements in Concord CLM when New Task in Zoho-desk
Use this flowCreate Organization in Concord CLM when Task Updated in Zoho-desk
Use this flowList Organization Folders in Concord CLM when Task Updated in Zoho-desk
Use this flowFind Agreements in Concord CLM when Task Updated in Zoho-desk
Use this flowCreate Executed Document in Concord CLM when New Account in Zoho-desk
Use this flowFind Agreements in Concord CLM when New Account in Zoho-desk
Use this flowEverything you can automate between Zoho Desk and Concord CLM .
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a contact's details are updated.
Triggers when a new task is created in Zoho Desk.
Triggers when an existing task is updated.
Trigger when new account is created
Trigger when new agent is created
Trigger when new attachment is added to a ticket in selected organization
Action is the task that follows automatically within your Zoho Desk integrations.
Updates information for an existing contact.
Find a contact by its email.
Search Ticket by ticket number
Add attachment to a ticket
Add a comment to a ticket
Creates a new accounts

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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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.
Learn moreConcord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage - all in one place.
Learn moreSign up for a free viaSocket account, then authorize both your Zoho Desk and Concord CLM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Zoho Desk and Concord CLM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Concord CLM . No coding required.
Yes. You can set up a workflow where Zoho Desk triggers actions in Concord CLM , and a separate workflow where Concord CLM triggers actions in Zoho Desk. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Zoho Desk and Concord CLM . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Desk and Concord CLM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.