Formstack and Zoho Desk Integration

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Automatically create Zoho Desk tickets from Formstack submissions, routing support requests faster. Latenode's visual editor and affordable pay-by-execution pricing make building advanced, custom workflows easier than ever.

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Formstack

Zoho Desk

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Formstack and Zoho Desk

Create a New Scenario to Connect Formstack and Zoho Desk

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Formstack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formstack or Zoho Desk will be your first step. To do this, click "Choose an app," find Formstack or Zoho Desk, and select the appropriate trigger to start the scenario.

Add the Formstack Node

Select the Formstack node from the app selection panel on the right.

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Formstack

Configure the Formstack

Click on the Formstack node to configure it. You can modify the Formstack URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Formstack

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Run node once

Add the Zoho Desk Node

Next, click the plus (+) icon on the Formstack node, select Zoho Desk from the list of available apps, and choose the action you need from the list of nodes within Zoho Desk.

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Zoho Desk

Authenticate Zoho Desk

Now, click the Zoho Desk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Desk settings. Authentication allows you to use Zoho Desk through Latenode.

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Zoho Desk

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Configure the Formstack and Zoho Desk Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Zoho Desk Oauth 2.0

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Run node once

Set Up the Formstack and Zoho Desk Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Formstack, Zoho Desk, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Formstack and Zoho Desk integration works as expected. Depending on your setup, data should flow between Formstack and Zoho Desk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Formstack and Zoho Desk

Formstack + Zoho Desk + Slack: When a new form submission is received in Formstack, a new support ticket is automatically created in Zoho Desk. A notification, including details from the form submission and ticket, is then sent to a dedicated Slack channel to alert agents.

Zoho Desk + Formstack + Google Sheets: When a ticket is created and closed, the resolution details and any corresponding customer feedback collected via Formstack are logged in a Google Sheet for analysis of customer satisfaction trends.

Formstack and Zoho Desk integration alternatives

About Formstack

Use Formstack with Latenode to capture data via forms and automatically trigger workflows. Update databases, send notifications, or create documents based on submissions. Latenode adds logic, routing, and integrations to scale Formstack beyond simple data collection with visual tools and custom code.

About Zoho Desk

Integrate Zoho Desk with Latenode to automate support workflows. Automatically create tickets from specific events, update customer data across systems, or trigger custom actions based on ticket status. Use Latenode's visual editor and no-code tools to streamline processes and improve response times, scaling your support operations without code.

See how Latenode works

FAQ Formstack and Zoho Desk

How can I connect my Formstack account to Zoho Desk using Latenode?

To connect your Formstack account to Zoho Desk on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Formstack and click on "Connect".
  • Authenticate your Formstack and Zoho Desk accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Zoho Desk tickets from Formstack submissions?

Yes, you can! Latenode's visual editor makes it easy to map Formstack data to Zoho Desk tickets, ensuring no lead or request is missed. Automate your support workflow for maximum efficiency.

What types of tasks can I perform by integrating Formstack with Zoho Desk?

Integrating Formstack with Zoho Desk allows you to perform various tasks, including:

  • Creating new Zoho Desk tickets from new Formstack submissions.
  • Updating Zoho Desk tickets when a Formstack submission is edited.
  • Adding Formstack submission data to Zoho Desk ticket descriptions.
  • Triggering Formstack actions based on Zoho Desk ticket status changes.
  • Sending personalized email notifications using submission and ticket data.

Can I use conditional logic to filter Formstack submissions?

Yes! Latenode allows complex conditional logic, filtering submissions based on any field. Route data intelligently for precise ticket creation.

Are there any limitations to the Formstack and Zoho Desk integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex Formstack layouts might require custom JavaScript for data extraction.
  • Zoho Desk API rate limits may affect high-volume data transfers.
  • Attachment size limits from both platforms apply.

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