Zoho Project to SDP Integration

Zoho Project to SDP Integration

Requirement:
Considering the earlier integration discussed in the article: https://pitstop.manageengine.com/portal/en/kb/articles/sdp-to-zoho-project-integration
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:
  1. Login to Zoho Projects > Goto Setup > Task automation > Workflow Rules > New Workflow rule:
    1. Give a "Rule Name" of your choice
    2. Set "Layout" as "All Layouts"
    3. Execute On: select "Creation"
  2. Click on "Add Action" > Associate Custom Function > Create Custom Function:
    1. Copy paste the attached script content.  Update the URL, Techkey and the portal ID as per your instance.
    2. For generating the teckKey you can refer to : https://pitstop.manageengine.com/portal/en/kb/articles/creating-integration-key
    3. Add description, title and projectName as arguments to the custom function.  

    4. Save the custom function with a name. 
  3. You will see the newly created custom function would be added in the action.

  4. Save the newly created Workflow rule.
  5. Henceforth, each task created within this project will be reflected in SDP, in the implementation stage of the parent change.


                  New to ADManager Plus?

                    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 Cliq Integration

                        In Zoho CRM for example, if a task is assigned it notifies in Zoho Cliq, in the same way for SDP, if a request is assigned, it should ping in a particular channel with the ID. Use Case: There might be individual chat groups for each department within ...
                      • How to Automatically Associate a Ticket to a Project using PrjID based on Ticket Template

                        This post describes the use of a sample python script you to associate a Project automatically to a ticket during its creation/edit based on conditions, such as template matching. This script can be configured under Custom Triggers and you will find ...
                      • Advanced Analytics - FAQ & Troubleshooting tips

                        Troubleshooting tips This document is listing of customer facing issues,  Advanced analytics is common name for both Zoho reports and Analytics plus.  First setup we have to get with customer that recreate issue and generate support log ...