Tines

Zoho Desk is a cloud-based help desk solution from Zoho Corporation, catering to businesses of all sizes. Key features include management of customer support tickets, a customer support portal, contract management and report creation.

Login into your ZohoDesk Developer <a href="https://api-console.zoho.eu/" target="_blank" rel="nofollow noopener noreferrer">Portal</a> and click "Get Started"

Choose a "Self Client" and click "CREATE NOW"

On the "Client Secret" tab, copy your "Client ID" and "Client Secret" to a text editor

Choose the appropriate scope, time duration and give the token a description, then click "Create"

Select the appropriate "Portal" and "Organization", then click "Create"

1. Login into your ZohoDesk Developer <a href="https://api-console.zoho.eu/" target="_blank" rel="nofollow noopener noreferrer">Portal</a> and click "Get Started" 
 
 
2. Choose a "Self Client" and click "CREATE NOW" 
 
 
3. On the "Client Secret" tab, copy your "Client ID" and "Client Secret" to a text editor 
 
 
4. Click "Generate Code"
5. Choose the appropriate scope, time duration and give the token a description, then click "Create" 
 
 
6. Select the appropriate "Portal" and "Organization", then click "Create"
 
 
 
7. Copy your code to a text editor

Lastly, create ZohoDesk credentials in Tines

Paste the below curl command onto your storyboard and replace the values for <code>client_id</code>, <code>client_secret</code> and <code>code</code> with your "Client ID", "Client Secret" and "Code"

curl -v \ -X POST \ --location \ "https://accounts.zoho.eu/oauth/v2/token" \ -H 'Content-Type: form' \ -d 'code=code&amp;grant_type=authorization_code&amp;client_id=clientid&amp;client_secret=client%20secret&amp;redirect_uri=https%3A%2F%2Fwww.tines.com'

Run the action and copy the value for the <code>refresh_token</code> key to a text editor

1. Login to your Tines tenant
2. Create a new story
3. Paste the below curl command onto your storyboard and replace the values for <code>client_id</code>, <code>client_secret</code> and <code>code</code> with your "Client ID", "Client Secret" and "Code" 
 curl -v \ -X POST \ --location \ "https://accounts.zoho.eu/oauth/v2/token" \ -H 'Content-Type: form' \ -d 'code=code&amp;grant_type=authorization_code&amp;client_id=clientid&amp;client_secret=client%20secret&amp;redirect_uri=https%3A%2F%2Fwww.tines.com'
 
4. Run the action and copy the value for the <code>refresh_token</code> key to a text editor

You will need to create three credentials:

Two Text type: "zohodesk_client_id" and "zohodesk_client_secret"

- Two Text type: "zohodesk_client_id" and "zohodesk_client_secret"
- One HTTP request type: "zohodesk"

Navigate to the team that will be using the API and click "Credentials"

Click "+ New Credential" and select "Text"

Input the values for the ZohoDesk credential

1. Name: zohodesk_client_id
2. Description: Optional
3. Value: Your Client ID

1. Domains: Ensure this credential can only be used when making HTTP requests to specific domains.
2. Access: What other teams can also use the API

1. Name: zohodesk_client_secret
2. Description: Optional
3. Value: Your Client secret

1. Navigate to the team that will be using the API and click "Credentials"
2. Click "+ New Credential" and select "Text"
3. Input the values for the ZohoDesk credential
 1. Name: zohodesk_client_id
 2. Description: Optional
 3. Value: Your Client ID
4. Optional
 1. Domains: Ensure this credential can only be used when making HTTP requests to specific domains.
 2. Access: What other teams can also use the API
5. Click "Save"
6. Click "+ New Credential" and select "Text"
7. Input the values for the ZohoDesk credential
 1. Name: zohodesk_client_secret
 2. Description: Optional
 3. Value: Your Client secret
8. Optional
 1. Domains: Ensure this credential can only be used when making HTTP requests to specific domains.
 2. Access: What other teams can also use the API
9. Click "Save"

Click "+ New Credential" and select "HTTP Request"

1. Name: ZohoDesk
2. Description: Optional
3. URL: <code>https://accounts.zoho.eu/oauth/v2/token</code>
4. Content Type: Form
5. Method: post
6. Payload: Copy the below object and paste into the "Plain code" section:
 
 { "refresh_token": "&lt;&lt;your refresh token&gt;&gt;", "client_id": "&lt;&lt;CREDENTIAL.zohodesk_client_id&gt;&gt;", "client_secret": "&lt;&lt;CREDENTIAL.zohodesk_client_secret&gt;&gt;", "scope": "Desk.tickets.ALL", "redirect_uri": "https://www.tines.com", "grant_type": "refresh_token" }
 
7. Headers: <code>"orgId":"&lt;&lt;your org ID&gt;&gt;"</code>
8. Click "Save and run request", navigate to the <code>access_token</code> key and double click on the key
9. Location of token from response: Paste the path to the token in the value pill, <code>zohodesk.body.access_token</code>

1. Domains: Ensure this credential can only be used when making HTTP requests to specific domains
2. Access: What other teams can also use the API

1. Click "+ New Credential" and select "HTTP Request"
2. Input the values for the ZohoDesk credential
 1. Name: ZohoDesk
 2. Description: Optional
 3. URL: <code>https://accounts.zoho.eu/oauth/v2/token</code>
 4. Content Type: Form
 5. Method: post
 6. Payload: Copy the below object and paste into the "Plain code" section:
 
 { "refresh_token": "&lt;&lt;your refresh token&gt;&gt;", "client_id": "&lt;&lt;CREDENTIAL.zohodesk_client_id&gt;&gt;", "client_secret": "&lt;&lt;CREDENTIAL.zohodesk_client_secret&gt;&gt;", "scope": "Desk.tickets.ALL", "redirect_uri": "https://www.tines.com", "grant_type": "refresh_token" }
 
 7. Headers: <code>"orgId":"&lt;&lt;your org ID&gt;&gt;"</code>
 8. Click "Save and run request", navigate to the <code>access_token</code> key and double click on the key
 9. Location of token from response: Paste the path to the token in the value pill, <code>zohodesk.body.access_token</code>
3. Optional
 1. Domains: Ensure this credential can only be used when making HTTP requests to specific domains
 2. Access: What other teams can also use the API
4. Click "Save"

Your credential should look like the following:

More on creating credentials in Tines <a href="https://explained.tines.com/en/articles/6877578-what-are-credentials-in-tines">here</a>.

You can also find a selection of ZohoDesk stories in the <a href="https://www.tines.com/library?view=all&amp;s=zohodesk" target="_blank" rel="nofollow noopener noreferrer">story library</a>.

First, create a ZohoDesk application

Lastly, create ZohoDesk credentials in Tines

Text type

HTTP request type