PepoChat

Zoho Desk

One-click connection to create tickets and check their status.

With Zoho Desk connected the agent creates tickets in the department you choose and checks ticket status by number.

What the agent can do

ActionWhat it doesInputs collected
Create Zoho Desk ticketCreates a ticket with the visitor as contact, a subject and the details.Name, email, subject, details
Check Zoho Desk ticket statusReports the status, subject and last modification of a ticket.Ticket number

Connect in one click

  1. Open App Integrations → Zoho Desk

    If Connect Zoho Desk is shown, click it. You approve access on Zoho's consent screen.

  2. Return to PepoChat

    Both actions are created and enabled. Your Zoho data center is detected automatically, and tickets go to your default Desk organization's first enabled department. To file into a different department, edit the create action's body and change departmentId.

  3. Test

    Test the status check with a real ticket number.

You need a Zoho Desk organization with at least one enabled department.

Connect manually

If one-click is not offered, the manual card takes a Self Client's credentials:

  1. Create a Self Client

    In the Zoho API Console choose Add Client → Self Client.

  2. Generate a grant code

    Use the scopes Desk.tickets.ALL,Desk.contacts.READ,Desk.search.READ. Without Desk.search.READ ticket lookups fail with a scope mismatch.

  3. Exchange the code for a refresh token

    Send a POST to https://accounts.zoho.com/oauth/v2/token (use your regional accounts domain) with grant_type=authorization_code, your client ID, client secret and the code. Copy the refresh token from the response.

  4. Fill in the form

    Accounts domain and Desk API domain (for example accounts.zoho.com and desk.zoho.com, or the .eu, .in, .com.au variants), your organization ID (Setup → Developer Space), the department ID for new tickets, the client ID, client secret and refresh token. Add the actions, test, enable.

Example

Visitor: I'd like to report a billing error on my account.

Agent: I'll open a ticket for the team. What's your name and email, and what happened?

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