Zoho Project to SDP Integration
Requirement:
Subsequently, upon adding a task to Zoho Projects, it's essential to mirror this action in ServiceDesk Plus within the change module.
We can retrieve the changeID from project custom field. For each newly added task, it's imperative to generate a corresponding task within the change in the "Implementation" Stage.
Prerequisite:
Servicedesk Plus needs to be publicly hosted to enable two-way integration. Zoho Projects cannot access a locally hosted Servicedesk Server.
Steps to follow:
- Login to Zoho Projects > Goto Setup > Task automation > Workflow Rules > New Workflow rule:
- Give a "Rule Name" of your choice
- Set "Layout" as "All Layouts"
- Execute On: select "Creation"
- Click on "Add Action" > Associate Custom Function > Create Custom Function:
- Copy paste the attached script content. Update the URL, Techkey and the portal ID as per your instance.
- For generating the teckKey you can refer to : https://pitstop.manageengine.com/portal/en/kb/articles/creating-integration-key
- Add description, title and projectName as arguments to the custom function.
- Save the custom function with a name.
- You will see the newly created custom function would be added in the action.
- Save the newly created Workflow rule.
- Henceforth, each task created within this project will be reflected in SDP, in the implementation stage of the parent change.
New to ADSelfService Plus?
Related Articles
SDP To Zoho Project Integration
Requirement: When a change is moved to "Implementation" Stage, a project in Zoho Project has to be created. Generating an Auth token To use the 'Project API' we will need Project's authentication token from Zoho Accounts. Follow the instructions in ...
Azure DevOps Integration
Feature: Azure DevOps Integration <--> ServiceDeskPlus (Plugin Model) --> Create a new work-item in Azure DevOps when a request is created in SDP --> Update SDP request status when a Azure DevOps work-item status is updated --> Updating Comments ...
ZOHO assist integration FAQ's
1) ZOHO Assist not working or unable to send emails or exception throws while initiating the session - Users who purchased ZOHO Assist needs to sign up to the https://assist.zoho.com/ with the registered user Email to make the integration work. - ...
Integrating Zoho Projects with SDP MSP change management
Overview: Automatically creating projects in Zoho Projects based on the changes in SDP MSP keeps everything in sync without manual updates. This means all tasks and updates on a Change are automatically reflected in Zoho Projects, making it easier to ...
ZOHO CRM Integration with SDP MSP
Account's Sync : If MSP SDP has exact Account Name as that of CRM's Account Name , then CRM data will be overwritten in MSP SDP. (Note : Address details will be overwritten in MSP SDP). New Account from CRM (which is not in MSP SDP) will be added to ...