Zoho Integrations

With the Monkedo No-Code Automation Platform, you can effortlessly create automations that integrate various Zoho applications, enhancing your workflows without the need for coding. Monkedo allows you to connect and automate tasks across multiple Zoho services, making your business processes more efficient and streamlined.

The Zoho applications available on Monkedo include:

• Zoho Desk: Manage customer support tickets and automate responses to improve customer service.

• Zoho Bigin: Simplify sales pipeline management and automate lead tracking for better sales efficiency.

• Zoho Books: Automate your accounting tasks, such as invoicing and expense tracking, to maintain accurate financial records.

• Zoho Mail: Streamline your email communications and integrate email management with other business processes.

• Zoho Projects: Enhance project management by automating task assignments, reminders, and progress tracking.

• Zoho Calendar: Automate scheduling and event management to keep your team organized and on track.

• Zoho CRM: Optimize customer relationship management by automating lead nurturing, sales processes, and customer interactions.

• Zoho Inventory: Improve inventory management with automated order processing, stock tracking, and inventory updates.

By leveraging Monkedo's no-code automation capabilities, you can seamlessly integrate these Zoho services to create a cohesive and efficient business ecosystem.

Zoho Desk is a cloud-based help desk software designed to assist businesses in managing customer support activities efficiently. It provides a comprehensive platform for tracking and resolving customer inquiries through multiple channels such as email, phone, chat, and social media. The software includes features like ticket management, automation, workflow customization, and a self-service knowledge base to enhance support processes. Zoho Desk integrates seamlessly with other Zoho applications and third-party tools, ensuring a cohesive customer service experience. Its analytics and reporting capabilities help businesses gain insights into their support performance and customer satisfaction.

In Monkedo, you can create a variety of automations and integrations for Zoho Desk to streamline customer support processes. Here are some examples:

• Ticket Management: Automatically assign tickets based on predefined rules such as keywords, categories, or customer segments. You can also set up automated responses to acknowledge ticket receipt or provide initial troubleshooting steps.

• Workflow Automation: Automate repetitive tasks such as ticket categorization, tagging, or closing based on specific conditions or triggers.

• Integration with Other Tools: Integrate Zoho Desk with other business tools such as CRM systems (like Zoho CRM), project management software (like Zoho Projects), or communication platforms (like Zoho Mail) to synchronize customer data, streamline communications, and ensure a unified customer experience.

Discover components of Zoho Desk in Monkedo.

Trigger Components

New Contact

It emits an event whenever a new contact is created within your help desk portal. This component enables automated workflows to be initiated based on the creation of new contacts, streamlining subsequent processes such as welcome emails, data synchronization, or task assignments.

New Ticket Comment

It emits an event whenever a new comment is added to a support ticket. This component enables automated workflows to be initiated based on the addition of new comments, facilitating actions such as notifying team members, updating ticket status, or logging activity in other systems.

New Ticket

The "New Ticket" trigger in Monkedo's integration with Zoho Desk emits an event whenever a new support ticket is created. This component enables automated workflows to be initiated based on the creation of new tickets, facilitating actions such as assigning tickets to support agents, sending acknowledgment emails to customers, or logging the ticket details in other systems.

Action Components

Add Ticket Comment

It allows users to automate the process of adding comments or updates to customer support tickets based on predefined triggers or conditions. This helps streamline communication and updates within Zoho Desk, enhancing customer service efficiency.

Create Contact

It enables automated creation of new contact records within your help desk portal, ensuring that customer information is seamlessly added or updated based on triggers or specific conditions set by your workflows. This simplifies contact management and enhances the efficiency of customer support operations.

Create Ticket

"Create Ticket" in Monkedo's integration with Zoho Desk allows you to automate the creation of new support tickets directly within your help desk portal. This component facilitates streamlined ticket management by automatically generating tickets based on predefined triggers or events, enhancing responsiveness and efficiency in customer support operations.

Search Contacts

It enables you to automate the process of searching for specific contacts within your help desk portal. This component allows you to retrieve contact details based on defined criteria or triggers, facilitating efficient customer information management and personalized support interactions.

Search Tickets

"Search Tickets" in Monkedo's integration with Zoho Desk allows you to automate the process of searching for specific tickets within your help desk portal. This component enables retrieval of ticket details based on defined criteria or triggers, facilitating efficient ticket management and timely resolution of customer inquiries.

Send E-Mail Reply

It enables automated sending of email replies directly from your help desk portal. This component facilitates prompt and personalized communication with customers by automatically responding to support inquiries or updates based on predefined triggers or conditions.

Update Contact

It allows you to automate the process of updating existing contact details within your help desk portal. This component ensures that customer information remains current and accurate by automatically modifying contact records based on predefined triggers or specific conditions set by your workflows.

Update Ticket

"Update Ticket" in Monkedo's integration with Zoho Desk enables you to automate the process of updating details for existing tickets within your help desk portal. This component ensures efficient ticket management by automatically modifying ticket status, notes, or other attributes based on predefined triggers or specific conditions set in your workflows, facilitating streamlined customer support operations.

Zoho Bigin is a simple, pipeline-centric CRM (Customer Relationship Management) solution designed for small businesses and startups. It offers an intuitive interface for managing sales pipelines, contacts, deals, and activities, helping businesses streamline their sales processes. Bigin provides essential CRM features like workflow automation, task management, and email integration, enabling teams to stay organized and focused. The software is mobile-friendly, allowing users to manage their sales on the go. With its affordability and ease of use, Zoho Bigin aims to make CRM accessible to businesses that need a straightforward solution to manage customer relationships and drive growth.

In Monkedo, you can create powerful automations and integrations for Zoho Bigin to enhance your sales pipeline management. Here are three examples of what you can do with the components available:

• Automated Contact Creation: Set up a workflow to automatically create a new contact in Zoho Bigin whenever a new lead is captured from a web form, CRM, or another source. This ensures that your sales team has up-to-date information on prospects without manual data entry.

• Task Assignment and Updates: Create automated tasks in Zoho Bigin for sales representatives based on triggers such as new leads or specific stages in the sales pipeline. For example, when a lead reaches a certain stage, automatically create a task for the assigned salesperson to follow up within a specified timeframe. Update these tasks automatically as the lead progresses through the pipeline.

• Product Management: Automate the creation or updating of products in Zoho Bigin based on triggers such as sales orders or inventory levels. For instance, when a new product is added to your inventory management system, automatically create or update the corresponding product details in Zoho Bigin to ensure consistency across platforms.

Zoho Bigin components in Monkedo are:

Action Components

Create Contact

It allows you to automate the process of creating new contact records directly within your CRM system. This component facilitates seamless contact management by automatically adding or updating contact details based on predefined triggers or conditions set in your workflows, enhancing efficiency in lead and customer relationship management.

Create Product

It enables you to automate the creation of new product records within your CRM system. This component streamlines product management by automatically adding or updating product details based on predefined triggers or conditions set in your workflows, ensuring accuracy and efficiency in sales and inventory management processes.

Create Task

It allows you to automate the creation of new tasks within your CRM system. This component streamlines task management by automatically generating tasks based on predefined triggers or conditions set in your workflows, enhancing efficiency in sales pipeline management and team collaboration.

Delete Contact

"Delete Contact" in Monkedo's integration with Zoho Bigin automates the process of removing existing contact records from your CRM system. This component ensures efficient contact management by automatically deleting contacts based on predefined triggers or conditions set in your workflows, maintaining data integrity and compliance with data privacy regulations.

Update Contact

It automates the process of modifying existing contact details within your CRM system. This component ensures that customer information remains current and accurate by automatically updating contact records based on predefined triggers or specific conditions set in your workflows, enhancing efficiency in managing customer relationships and sales processes.

Zoho Books is an online accounting software tailored for small to medium-sized businesses to manage their finances effectively. It provides tools for invoicing, expense tracking, bank reconciliation, and inventory management, simplifying the financial operations of a business. The software supports automated workflows and integrates with various payment gateways, making it easy to handle transactions and get paid faster. Zoho Books also offers comprehensive financial reporting, helping businesses gain insights into their financial health. With its user-friendly interface and mobile accessibility, Zoho Books allows users to manage their accounts from anywhere, ensuring efficient financial management and compliance.

In Monkedo, you can create several automations and integrations for Zoho Books to streamline your accounting and financial management processes. Here are a few examples based on the available components:

• Automated Contact Management: Set up workflows to automatically sync contacts between different systems. For example, whenever a new contact is added or updated in your CRM (such as Zoho CRM), automatically list or update the contact in Zoho Books. This ensures that your customer information is consistent across platforms without manual input.

• Employee Management: Automate the creation of employee records in Zoho Books when new employees are onboarded in your HR system or payroll platform. This can include setting up default roles, permissions, and other details to streamline payroll and expense tracking processes.

Zoho Books components in Monkedo:

Action Components

Create Employee

It automates the process of adding new employee records to your accounting system. This component streamlines HR and payroll management by automatically creating employee profiles based on predefined triggers or conditions set in your workflows, ensuring accurate and efficient employee data management within Zoho Books.

List Contacts

"List Contacts" in Monkedo's integration with Zoho Books allows you to automate the retrieval of all contact records stored in your accounting system. This component facilitates comprehensive contact management by providing a list of contacts based on predefined criteria or triggers set in your workflows, ensuring easy access to essential customer and vendor information within Zoho Books.

Zoho Mail is a secure and ad-free email hosting service designed for businesses and professionals. It offers a clean, minimalist interface and features such as email organization, calendar integration, contact management, and task scheduling to enhance productivity. Zoho Mail includes robust security measures like spam filtering, data encryption, and two-factor authentication to protect users' communication. It seamlessly integrates with other Zoho applications and third-party tools, providing a cohesive business communication ecosystem. With its mobile apps and offline access, Zoho Mail ensures users can manage their emails efficiently from anywhere.

In Monkedo, you can create various automations and integrations for Zoho Mail to streamline email management processes. Here are two examples:

• Email Response Automation: Set up a workflow to automatically send predefined responses or follow-up emails based on specific triggers, such as receiving a new email from a customer inquiry form on your website. This helps improve response times and customer satisfaction by ensuring prompt replies without manual intervention.

• Email Notification Alerts: Create a workflow that notifies team members or stakeholders via email when specific conditions are met, such as receiving an urgent email marked with a certain priority level. This ensures timely awareness and action on critical messages, enhancing communication and collaboration efficiency within your organization.

Zoho Mail components in Monkedo are:

Trigger Components

New Email

It emits an event each time a new email is received. This component allows automated workflows to be initiated based on incoming emails, enabling actions such as sending automatic replies, updating CRM records, or notifying team members about important messages.

Action Components

Create Task

"Create Task" in Monkedo's integration with Zoho Mail enables you to automate the creation of new tasks directly within your email management system. This component streamlines task management by automatically generating tasks based on email content or specific triggers defined in your workflows, facilitating efficient organization and productivity enhancement within Zoho Mail.

Send Email

It allows you to automate the process of sending emails directly from your email management system. This component facilitates streamlined communication by automatically sending emails based on predefined triggers or conditions set in your workflows, enhancing efficiency in managing email correspondence within Zoho Mail.

Zoho Projects is a cloud-based project management software designed to help teams plan, track, and collaborate on projects efficiently. It offers features like task management, Gantt charts, time tracking, and document management, enabling users to organize their work and monitor progress. The software supports collaboration through discussion forums, chat, and file sharing, fostering better communication among team members. Zoho Projects also integrates with other Zoho applications and third-party tools, enhancing its functionality and usability. With its comprehensive reporting and analytics capabilities, Zoho Projects helps teams gain insights into project performance and make informed decisions.

In Monkedo, you can leverage its no-code automation capabilities to enhance project management workflows in Zoho Projects. Here are two examples based on the available components:

• Task Creation Automation: Set up a workflow to automatically create tasks in Zoho Projects based on triggers such as new customer requests or sales orders. For instance, when a new support ticket is logged in Zoho Desk (integrated via Monkedo), automatically create a corresponding task in Zoho Projects for the appropriate team to address the issue.

• Project Search and Update: Create a workflow that searches for specific projects in Zoho Projects based on criteria like project status, client name, or project type. For example, find all active projects related to a particular client and update their status or milestone progress automatically based on external triggers such as payment completion or contract renewal.

Components are:

Action Components

Create Task

It automates the creation of new tasks within your project management system. This component enhances project efficiency by automatically generating tasks based on predefined triggers or conditions set in your workflows, ensuring smooth task assignment and progress tracking in Zoho Projects.

Find Project

"Find Project" in Monkedo's integration with Zoho Projects allows you to automate the process of searching for specific projects by their name or ID within your project management system. This component facilitates efficient project management by retrieving project details based on predefined criteria or triggers set in your workflows, enabling streamlined project tracking and organization in Zoho Projects.

Zoho Calendar is an online scheduling and calendar management tool designed to help individuals and businesses organize their time efficiently. It allows users to create, manage, and share multiple calendars, schedule events, set reminders, and send invitations. The software integrates seamlessly with other Zoho applications and supports synchronization with third-party calendar services, ensuring a cohesive scheduling experience. Zoho Calendar offers features like group calendars, event color-coding, and recurring events to enhance usability and organization. With its mobile accessibility, users can manage their schedules on the go.

In Monkedo, you can create useful automations and integrations for Zoho Calendar to streamline scheduling and event management tasks. Here are some examples:

• Event Notification Automation: Set up a workflow to automatically notify team members or clients about upcoming events listed in Zoho Calendar. For instance, send a reminder email to participants one day before a scheduled meeting or event to ensure everyone is prepared and informed.

• Event Synchronization with CRM: Automate the synchronization of events between Zoho Calendar and your CRM system (such as Zoho CRM). For example, whenever a new client meeting or follow-up appointment is scheduled in Zoho Calendar, automatically log the event details in the corresponding client's CRM record to maintain a comprehensive history of interactions.

Action Components

List Events

"List Events" in Monkedo's integration with Zoho Calendar automates the retrieval of all events within a specified calendar belonging to the user. This component facilitates efficient event management by providing a comprehensive list of events based on predefined criteria or triggers set in your workflows, ensuring organized scheduling and timely coordination within Zoho Calendar.

Zoho CRM is a comprehensive customer relationship management software designed to help businesses manage their sales, marketing, and customer support in a single platform. It offers tools for lead and contact management, sales pipeline tracking, marketing automation, and customer analytics, enabling businesses to streamline their operations and enhance customer interactions. Zoho CRM integrates with various Zoho applications and third-party tools, providing a unified ecosystem for business processes. Its advanced features, such as AI-powered sales assistance, customizable dashboards, and workflow automation, help businesses optimize their performance and make data-driven decisions. With mobile accessibility and robust security measures, Zoho CRM ensures that users can manage customer relationships efficiently from anywhere.

Here are two examples of automations you can create in Monkedo for Zoho CRM:

• Lead Assignment Automation: Set up a workflow to automatically assign leads to specific sales representatives based on criteria such as geographic location, industry, or lead score. For example, when a new lead is created in Zoho CRM, Monkedo can automatically assign it to the appropriate salesperson based on predefined rules, ensuring leads are promptly followed up.

• Follow-up Reminder Automation: Create a workflow that sends automated follow-up reminders to sales representatives based on lead status changes or activity milestones. For instance, when a lead reaches a certain stage in the sales pipeline or hasn't been contacted within a specified timeframe, Monkedo can trigger automated email reminders to the assigned salesperson, ensuring timely follow-ups and improving lead conversion rates.

Action Components

List Fields

It allows you to automate the retrieval of field metadata for a specified module within your CRM system. This component facilitates efficient data management by providing detailed information about fields such as their names, types, and properties, enabling customized workflows and enhanced data organization within Zoho CRM.

Zoho Inventory is a cloud-based inventory management software designed to help businesses efficiently track and manage their inventory, orders, and shipments. It offers features such as inventory tracking, order management, multi-channel selling, and warehouse management, enabling businesses to streamline their inventory operations. The software integrates seamlessly with various e-commerce platforms, shipping carriers, and accounting software, providing a cohesive ecosystem for managing sales and inventory. Zoho Inventory supports barcode scanning, batch tracking, and serial number tracking to enhance accuracy and efficiency. With its comprehensive reporting and analytics capabilities, users can gain insights into their inventory performance and make informed decisions.

In Monkedo, you can create useful automations and integrations for Zoho Inventory to streamline inventory management processes. Here are two examples:

• Inventory Stock Alerts: Set up a workflow to automatically send notifications when inventory stock levels reach a specified threshold. For example, when the quantity of a product in Zoho Inventory falls below a certain quantity, Monkedo can trigger an alert to notify the purchasing department to reorder more stock.

• Order Processing Automation: Create a workflow that automates order processing tasks in Zoho Inventory. For instance, when a new order is received from an e-commerce platform integrated with Monkedo, automatically update the inventory levels, generate a packing slip, and notify the shipping department to prepare the order for shipment.

Action Components

Create Contact

It automates the process of adding new contact records to your inventory management system. This component streamlines contact management by automatically creating or updating contact details based on predefined triggers or conditions set in your workflows, ensuring accurate and efficient customer information management within Zoho Inventory.