{"id":5426,"date":"2025-10-09T10:04:49","date_gmt":"2025-10-09T08:04:49","guid":{"rendered":"https:\/\/help.ino.cx\/?post_type=ht_kb&#038;p=5426"},"modified":"2025-10-09T10:04:49","modified_gmt":"2025-10-09T08:04:49","slug":"zoho-desk-api-connector","status":"publish","type":"ht_kb","link":"https:\/\/help.ino.cx\/index.php\/help-center\/zoho-desk-api-connector\/","title":{"rendered":"Zoho Desk API connector"},"content":{"rendered":"\n<figure class=\"wp-block-image alignright is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1080\" height=\"400\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2024\/09\/Smart-licence-needed-2.png\" alt=\"\" class=\"wp-image-3984\" style=\"width:250px\"\/><\/figure>\n\n\n\n<p>[<em>Reading time: 4 minutes<\/em>]<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Overview<\/h2>\n\n\n\n<p>The Zoho API connector allows you to integrate <strong>Zoho <\/strong>Desk with <strong>INO cx<\/strong>.<br>This setup requires:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Creating application credentials (Client ID and Client Secret) in the Zoho API Console.<\/li>\n\n\n\n<li>Configuring an authentication method in INO cx.<\/li>\n\n\n\n<li>Setting up the Single Sign-On (SSO).<\/li>\n\n\n\n<li>Creating the Zoho Desk integration in INO cx.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Prerequisites<\/h2>\n\n\n\n<p>Before setting up the Zoho API connector, make sure you have:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The appropriate<strong> rights<\/strong> in the role to access the <em>Authentication methods<\/em>, <em>SSO connectors<\/em>, and <em>CRM v2<\/em> modules.<\/li>\n\n\n\n<li>Access to the <strong>Zoho API Console<\/strong> with permissions to create a new client application.<\/li>\n\n\n\n<li>Your <strong>Zoho Desk company URL<\/strong>, available in <strong>Zoho Desk  \u27a1\ufe0f Settings \u27a1\ufe0f Company Settings<\/strong>.<\/li>\n\n\n\n<li>At least one <strong>Zoho Desk user<\/strong> whose username matches the one used in INO cx (<strong>needed for SSO user mapping<\/strong>).<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">1. Create Zoho API credentials<\/h2>\n\n\n\n<p>Before INO cx can connect to Zoho, you need to create application credentials (Client ID and Client Secret) in the <strong>Zoho API Console<\/strong>.<\/p>\n\n\n\n<p>1. Go to the <a href=\"https:\/\/api-console.zoho.com\" target=\"_blank\" rel=\"noreferrer noopener\">Zoho API Console<\/a>.<\/p>\n\n\n\n<p>2. Create a new client application:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Choose <strong>Server-based Applications<\/strong> as the client type.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"743\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-05-a-15.03.28-1-1024x743.png\" alt=\"\" class=\"wp-image-5341\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-05-a-15.03.28-1-1024x743.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-05-a-15.03.28-1-300x218.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-05-a-15.03.28-1-768x557.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-05-a-15.03.28-1-50x36.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-05-a-15.03.28-1-1536x1115.png 1536w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-05-a-15.03.28-1-60x44.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-05-a-15.03.28-1-100x73.png 100w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-05-a-15.03.28-1.png 1758w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>3. In the configuration form, choose a name, add your Homepage URL and the <strong>Authorized Redirect URIs<\/strong>. <\/p>\n\n\n\n<p>Replace <code>{{domain}}<\/code> with your own INO cx domain: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Homepage : <a href=\"https:\/\/{{domain}}.ino.cx\">https:\/\/{{domain}}.ino.cx<\/a><\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Authorized Redirect URLs : \n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/{{domain}}.ino.cx\/api\/authclients\/hbdnakz\/fzefdzs\">https:\/\/{{domain}}.ino.cx\/api\/authclients\/hbdnakz\/fzefdzs <\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/{{domain}}.ino.cx\/api\/sso\/login\/oauth\/callback\">https:\/\/{{domain}}.ino.cx\/api\/sso\/login\/oauth\/callback <\/a><\/li>\n\n\n\n<li>These URIs are used by Zoho to confirm the authorization process.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"972\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-05-a-15.24.26-1024x972.png\" alt=\"\" class=\"wp-image-5344\" style=\"width:350px\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-05-a-15.24.26-1024x972.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-05-a-15.24.26-300x285.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-05-a-15.24.26-768x729.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-05-a-15.24.26-50x47.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-05-a-15.24.26-60x57.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-05-a-15.24.26-100x95.png 100w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-05-a-15.24.26.png 1490w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>4. Once the client is created, Zoho provides a <strong>Client ID<\/strong> and a <strong>Client Secret<\/strong>. Keep these values secure \u2014 they will be used in INO cx.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">2. Configure authentication method<\/h2>\n\n\n\n<p>Now that you have the credentials, set up the authentication in INO cx.<\/p>\n\n\n\n<p>1. Go to <strong>Maker, Authentication methods<\/strong> module.<\/p>\n\n\n\n<p>2. Create a new authentication method with the following details:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Name<\/strong>: e.g., Zoho Desk<\/li>\n\n\n\n<li><strong>Integration type<\/strong>: Zoho Desk<\/li>\n\n\n\n<li><strong>Mode<\/strong>: OAuth (default)<\/li>\n\n\n\n<li><strong>Environment URL<\/strong>: Your Zoho Desk company URL. Not mandatory.<\/li>\n\n\n\n<li><strong>Client ID<\/strong> and <strong>Client Secret\/Token<\/strong>: paste the values from the Zoho API Console (step 1).<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"480\" height=\"519\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-11.56.49.png\" alt=\"\" class=\"wp-image-5427\" style=\"width:400px\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-11.56.49.png 480w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-11.56.49-277x300.png 277w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-11.56.49-46x50.png 46w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-11.56.49-55x60.png 55w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-11.56.49-92x100.png 92w\" sizes=\"auto, (max-width: 480px) 100vw, 480px\" \/><\/figure>\n\n\n\n<p>3. Save the method and enable it by clicking on the <strong>Status<\/strong> column.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"428\" height=\"86\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-11.57.39.png\" alt=\"\" class=\"wp-image-5428\" style=\"width:350px\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-11.57.39.png 428w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-11.57.39-300x60.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-11.57.39-50x10.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-11.57.39-60x12.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-11.57.39-100x20.png 100w\" sizes=\"auto, (max-width: 428px) 100vw, 428px\" \/><\/figure>\n\n\n\n<p>4. A validation window will open \u2014 select the appropriate environment (<strong>Sandbox<\/strong> or <strong>Production<\/strong>).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">3. Set up Single Sign-On (SSO)<\/h2>\n\n\n\n<p>You can also use Zoho as an SSO provider in INO cx.<\/p>\n\n\n\n<p>1. Go to <strong>Maker, SSO connectors<\/strong> module.<\/p>\n\n\n\n<p>2. Create a new SSO connector:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Name<\/strong> and <strong>Reference<\/strong>: define your own values.<\/li>\n\n\n\n<li><strong>Type<\/strong>: OAuth 2.0<\/li>\n\n\n\n<li><strong>Authentication method<\/strong>: select the one created in step 2.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"483\" height=\"418\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-12.00.21.png\" alt=\"\" class=\"wp-image-5429\" style=\"width:400px\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-12.00.21.png 483w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-12.00.21-300x260.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-12.00.21-50x43.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-12.00.21-60x52.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-12.00.21-100x87.png 100w\" sizes=\"auto, (max-width: 483px) 100vw, 483px\" \/><\/figure>\n\n\n\n<p>3. After creating it, click the <strong>cogged wheel icon<\/strong> to copy the SSO login URL.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>This URL can be used to log in to INO cx with Zoho credentials.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"570\" height=\"384\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-05-a-15.13.19.png\" alt=\"\" class=\"wp-image-5343\" style=\"width:250px\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-05-a-15.13.19.png 570w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-05-a-15.13.19-300x202.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-05-a-15.13.19-50x34.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-05-a-15.13.19-60x40.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-05-a-15.13.19-100x67.png 100w\" sizes=\"auto, (max-width: 570px) 100vw, 570px\" \/><\/figure>\n\n\n\n<p>4. Associate the SSO connector with your user account in INO cx. In the Maker, in the \u201cusers\u201d module, \u201ccard\u201d submodule, click on edit and add the SSO connector you just created.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">4. Create the CRM v2 integration<\/h2>\n\n\n\n<p>Finally, you can connect Zoho Desk to the new CRM v2 module in INO cx.<\/p>\n\n\n\n<p>1. Go to the <strong>CRM v2 module<\/strong>.<\/p>\n\n\n\n<p>2. Create a new CRM of type <strong>Integration<\/strong>.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Integration type<\/strong>: <code>Zoho Desk<\/code><\/li>\n\n\n\n<li><strong>Authentication method<\/strong>: select the one created earlier.<\/li>\n<\/ul>\n\n\n\n<p>3. Save the CRM.<\/p>\n\n\n\n<p>4. Associate the CRM with the relevant <strong>profiles<\/strong> to make it accessible in the banner.<\/p>\n\n\n\n<p>Your CRM v2 integration is now ready.<\/p>\n\n\n\n<p>\ud83d\udc49 To learn more about configuring CRM v2 (create objects, fields, scenarios, assign interactions, etc.), see the dedicated article:<br><a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/crm-v2-set-them-up\/\" data-type=\"link\" data-id=\"https:\/\/help.ino.cx\/index.php\/help-center\/crm-v2-set-them-up\/\">Set up CRM v2<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">5. Recommended CRM objects and fields<\/h2>\n\n\n\n<p>For best results, follow Zoho Desk\u2019s official <a href=\"https:\/\/www.zoho.com\/crm\/developer\/docs\/api\/v5\/\" data-type=\"link\" data-id=\"https:\/\/www.zoho.com\/crm\/developer\/docs\/api\/v5\/\" target=\"_blank\" rel=\"noreferrer noopener\">API documentation<\/a> when defining objects and fields.<\/p>\n\n\n\n<p>When configuring Zoho Desk objects in INO cx, we recommend creating at least the following:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Contacts<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>First Name<\/strong>: Short text<\/li>\n\n\n\n<li><strong>Last Name<\/strong>: Short text<\/li>\n\n\n\n<li><strong>Phone<\/strong>: Phone number<\/li>\n\n\n\n<li><strong>Email<\/strong>: Email address<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Calls<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>ContactId<\/strong>: Short text<\/li>\n\n\n\n<li><strong>Direction<\/strong>: Short text (Inbound | Outbound)<\/li>\n\n\n\n<li><strong>Duration<\/strong>: Numeric <\/li>\n\n\n\n<li><strong>Subject<\/strong>: Short text<\/li>\n\n\n\n<li><strong>Start time<\/strong>: Short text (format using the filter date.utc)<\/li>\n\n\n\n<li><strong>Status<\/strong>: Short text (Completed) <\/li>\n\n\n\n<li><strong>RecordingUrl<\/strong>: URL (custom field to store the public link of a call recording; default value <code>--<\/code>, updated automatically)<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">6. Assing interaction<\/h2>\n\n\n\n<p>To assign the interaction, follow the steps in the article on CRMs V2 and consult the Zoho Desk API documentation.<br>Configure the form as shown below, and set conditions on the flow, direction, and objects.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"660\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-15.27.55-1024x660.png\" alt=\"\" class=\"wp-image-5431\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-15.27.55-1024x660.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-15.27.55-300x193.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-15.27.55-768x495.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-15.27.55-50x32.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-15.27.55-60x39.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-15.27.55-100x64.png 100w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-25-a-15.27.55.png 1476w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>[Reading time: 4 minutes] Overview The Zoho API connector allows you to integrate Zoho Desk with INO cx.This setup requires: Prerequisites Before setting up the Zoho API connector, make sure you have: 1. Create Zoho API credentials Before INO cx can connect to Zoho, you need to create application credentials&#8230;<\/p>\n","protected":false},"author":5,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[108],"ht-kb-tag":[176],"class_list":["post-5426","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-integration","ht_kb_tag-api"],"_links":{"self":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/5426","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/comments?post=5426"}],"version-history":[{"count":5,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/5426\/revisions"}],"predecessor-version":[{"id":5469,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/5426\/revisions\/5469"}],"wp:attachment":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/media?parent=5426"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=5426"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=5426"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}