Set up Automatic Ticket Creation for Zoho Desk
After integrating Yeastar P-Series PBX System with Zoho Desk, you can set up automatic ticket creation for Zoho Desk contacts, so as to automatically convert inbound calls and outbound calls into support tickets.
Note: Due to limitations in Zoho Desk, the "Automatic Ticket Creation
feature" is only available for Contacts and not for Accounts.
Prerequisites
You have integrated Yeastar P-Series PBX System with Zoho Desk.
Procedure
- Log in to PBX web portal, go to .
- On the Zoho Desk integration page, select the checkbox of Create New Ticket Automatically.
- In the When to Create New Ticket drop-down list,
select the time point to create a new ticket.
- After the Call: A ticket will be created in Zoho Desk automatically when the Zoho Desk user ends the call with a contact.
- In the The Type of Call to Create Ticket drop-down
list, select specific call type(s) based on which a new ticket will be
created.
- Inbound Answered: Inbound calls that are answered.
- Inbound No Answer: Inbound calls that are missed.
- Outbound Answered: Outbound calls that are answered.
- Outbound No Answer: Outbound calls that are not answered.
- Click Save.
Result
New tickets will be created for existing Zoho Desk contacts automatically
based on the specified call types. Users can check the auto-created tickets on the
details page of the Zoho Desk contacts.
Note: If you have set
up automatically
creating
contacts for Zoho Desk, the system also creates
new tickets for unknown inbound or outbound calls.