CRM & Support
🎧 Zoho Desk integration
Access levels: Read-only · Read + write · Full access · Verified
CRM & Support
Access levels: Read-only · Read + write · Full access · Verified
Connect Zoho Desk once and every agent in your squad can work in it for you, with exactly as much access as you decide to give, and a receipt for every call it makes.
You can change an account's access level any time under Manage. It applies instantly, no re-authorization. If the connection ever expires, the card shows Reconnect; one click re-authorizes the same account with the same settings.
Multiple accounts: connect as many as you need (say, yours and a client's). One is primary. Agents use it unless a mission says otherwise.
The level you pick at connect time is enforced on our side for every agent call: an agent can never do more than the level allows, no matter what it's asked.
| Level | What it allows | |
|---|---|---|
| Read-only | Read tickets, contacts, and configuration. | |
| Read + write | Read and create/update tickets and contacts. | Recommended |
| Full access | Full Desk access including settings. |
On top of the connection's level, every agent can be individually allowed, scoped down, or denied for this app from the Integrations page. Deny an agent and it doesn't even see the connection.
The 31 tools agents use in Zoho Desk through Mission Control, and the lowest access level that includes each. Agents discover these themselves. You never have to name a tool; asking in plain language is enough.
| Tool | What it does | Access level |
|---|---|---|
Create contactZOHO_DESK_CREATE_CONTACT | Create a new contact in Zoho Desk with name, email, and other details. | Full access |
Create ticketZOHO_DESK_CREATE_TICKET | Create a new Zoho Desk ticket with subject, description, department, and requester details. | Read + write, Full access |
Download ticket attachmentZOHO_DESK_DOWNLOAD_TICKET_ATTACHMENT | Download a file attachment from a Zoho Desk ticket by attachment ID. | Full access |
Get agentZOHO_DESK_GET_AGENT | Fetch details of a Zoho Desk agent. Use when you have an agent ID and need its full data, optionally including related resources. | All levels |
Get agents countZOHO_DESK_GET_AGENTS_COUNT | Get the total count of agents in Zoho Desk. | All levels |
Get contactZOHO_DESK_GET_CONTACT | Fetch details of a Zoho Desk contact. Use when you have a contact ID and need its full data, optionally including accounts or owner details. | All levels |
Get contacts by idsZOHO_DESK_GET_CONTACTS_BY_IDS | Fetch multiple contacts by their IDs using Zoho Desk's contactsByIds endpoint. | All levels |
Get departmentZOHO_DESK_GET_DEPARTMENT | Fetch details of a Zoho Desk department by ID. | All levels |
Get departments countZOHO_DESK_GET_DEPARTMENTS_COUNT | Get the total count of departments in Zoho Desk. | All levels |
Get department logoZOHO_DESK_GET_DEPARTMENT_LOGO | Get/download a department's logo from Zoho Desk. | All levels |
Get ticketZOHO_DESK_GET_TICKET | Get Ticket | All levels |
Get ticket latest threadZOHO_DESK_GET_TICKET_LATEST_THREAD | Fetch the most recent thread of a ticket. Use when you need the latest conversation on a ticket. | All levels |
Get ticket resolutionZOHO_DESK_GET_TICKET_RESOLUTION | Get Ticket Resolution | All levels |
Get ticket threadZOHO_DESK_GET_TICKET_THREAD | Fetch a specific thread within a Zoho Desk ticket. | All levels |
List agentsZOHO_DESK_LIST_AGENTS | List all agents in the Zoho Desk organization with optional filtering and pagination. | Full access |
List contactsZOHO_DESK_LIST_CONTACTS | List contacts with filters and pagination. | All levels |
List contact accountsZOHO_DESK_LIST_CONTACT_ACCOUNTS | List accounts associated with a Zoho Desk contact. | All levels |
List departmentsZOHO_DESK_LIST_DEPARTMENTS | List all departments in the current Zoho Desk organization. | All levels |
List organizationsZOHO_DESK_LIST_ORGANIZATIONS | List all organizations the current user belongs to. | All levels |
List rolesZOHO_DESK_LIST_ROLES | List Roles | All levels |
List roles by idsZOHO_DESK_LIST_ROLES_BY_IDS | List Roles By IDs | All levels |
List teams in departmentZOHO_DESK_LIST_TEAMS_IN_DEPARTMENT | List teams in the specified Zoho Desk department. | All levels |
List ticketsZOHO_DESK_LIST_TICKETS | List Tickets | All levels |
List ticket conversationsZOHO_DESK_LIST_TICKET_CONVERSATIONS | List Ticket Conversations | All levels |
List viewsZOHO_DESK_LIST_VIEWS | List all ticket views in the Zoho Desk organization with pagination support. | Full access |
SearchZOHO_DESK_SEARCH | Search across Zoho Desk modules including tickets, accounts, contacts, and tasks using keywords or phrases. | Full access |
Update accountZOHO_DESK_UPDATE_ACCOUNT | Update an existing Zoho Desk account's information such as name, email, phone, website, or description. | Full access |
Update many tasksZOHO_DESK_UPDATE_MANY_TASKS | Update multiple tasks in a single call using Zoho Desk API. | Read + write, Full access |
Update ticketZOHO_DESK_UPDATE_TICKET | Updates an existing Zoho Desk ticket by modifying one or more fields such as status, priority, assignee, description, or other ticket properties. | Full access |
Upload department logoZOHO_DESK_UPLOAD_DEPARTMENT_LOGO | Upload/update a department logo in Zoho Desk. | Read + write, Full access |
Upload ticket attachmentZOHO_DESK_UPLOAD_TICKET_ATTACHMENT | Uploads a file attachment to a specific Zoho Desk ticket. | Full access |
Just ask in plain language: “check Zoho Desk for …”, “create … in Zoho Desk”, “every Monday, … ”, and the agent finds the right tool, runs it, and reports back with a receipt in your Runs ledger. Anything outward-facing (sending, posting, publishing) that a mission didn't clearly authorize comes back to you as a ticket first.
| Agent says | What's happening | Fix |
|---|---|---|
| "Zoho Desk isn't connected" | No active connection (or this agent is denied) | Connect on the Integrations page; check the agent's per-app policy |
| "The connection has expired" | Zoho Desk ended the authorization (they all do periodically) | Click Reconnect on the account, same settings, one click |
| "I'm not allowed to do that" | The action is above the account's access level, or the agent is scoped down | Raise the level under Manage, or adjust that agent's policy |
| It did something unexpected | The ask was ambiguous (e.g. matched an existing item) | Be explicit, "create a NEW …", and give agents a working folder where relevant |