Zoho Flow Actions

Use Zoho Flow actions, an easy-to-use no-code solution, to extend the capabilities of triggers and workflows in ServiceDesk Plus to automate tasks across third-party apps. For instance, you can use a Zoho flow action along with triggers to create a ticket with the same subject in Jira or other applications whenever a request is created in ServiceDesk Plus Cloud.

Role Required: SDAdmin, HelpDeskConfig

Supported Modules: Requests and Changes

Enable the Integration

To enable the integration,

Go to Setup > Apps & Add-ons > Integrations > Zoho Integrations and enable the toggle against Zoho Flow.

Create a New Flow Action

To create a new Flow Action,

Go to Setup > Automation > Custom Actions > Zoho Flow Actions and click New Zoho Flow Action.

Enter a Name and Description for the action.
Input the API Name.
Select an applicable entity for the Flow Action, such as Requests or Tasks or Approvals, etc.
From the listed applications, select an application where you want to apply the flow action. For example, if you want to create a channel in Zoho Cliq, select Zoho Cliq in the application list, click Next and choose Create New Channel under the Choose Action section.

Click Next and select either an existing connection or create a new one. Learn more about connections here.

Note: You can manage existing Zoho Flow connections from Developer Space > Connections > Zoho Flow Connections. You can view, delete, revoke, and authorize connections from there.

Click Next. In the next step, you can configure the fields.
Select the field and click on the variable you want to insert.
Click Save.

The action will be created and stored in the Zoho Flow Actions list view.

Supported Data Centers

Zoho Flow integrations are now supported in the following data centers:

United States (US)
European Union (EU)
India (IN)
Australia (AU)
Saudi Arabia (SA)
Japan (JP)
Canada (CA)
China (CN)

Use Case For Changes

Zylker’s IT team uses Slack extensively for internal collaboration. When a change request is created in ServiceDesk Plus Cloud, the change request details is posted in the help desk update channel in Slack. This helped development/operations team stay informed, track, collaborate, and complete the change implementation activities.

You can achieve this by configuring a Zoho Flow action and executing it via a Trigger automation rule.

Zoho Flow Action: To send the change details from ServiceDesk Plus Cloud to the corresponding Slack channel automatically.

Trigger: Under Setup > Automation > Triggers > Change, configure the trigger to execute when a change is created, and set the Zoho Flow Action as the trigger action.