incoxBot – Zoho Desk Task Automation and Integration

Overview

In this article, you’ll find how incoxBot is helpful in handling some of your routine tasks in Zoho Desk. incoxBot is a bot built on Slack through which you can perform tasks across your SaaS business applications at simple button clicks. Access all your apps from one place!!

Matching Business conditions:

incoxBot can come handy for a small-medium business using applications that are accessible over internet otherwise called as SaaS applications.

  • Need to work across multiple applications at multiple times in a day
  • Most of the tasks are routine day-to day tasks
  • The day-to day tasks either follow a sequence or can be adhoc
  • There are no in-house IT/development resources available
  • Access to select key business information, anytime & anywhere without complexity
  • Time & Cost are a critical factor for business i.e. prefer self-service if it can save cost

Supported Tasks for QuickBooks:

Zoho Desk Integrations for incoxBot offers the following capabilities:

  1. Zoho Desk to Zoho CRM Integration
    • For a new contact created in Zoho Desk, create a lead in Zoho CRM
  2. Zoho Desk to Zoho Campaigns Integration
    • Add members to the list in Zoho Campaign for a new contact in Zoho Desk
  3. Accounts
    • View Account By Name
    • View Recent Accounts
    • Create Accounts
  4. Contacts
    • Create Contacts
    • View Recent Contacts
    • View Contact by Name
  5. Tasks
    • View Task by Assignee
    • View Task by Priority
    • View Task by Status
    • View Overdue Task
    • Create Task
    • Update Task
  6. Notifications
    • Receive Notifications for new Ticket Addition
    • Receive Notifications for Ticket Updation
    • Receive Notifications for Ticket Comment Addition
    • Receive Notifications for Ticket Comment Update
  7. Tickets
    • View Ticket by Priority
    • View Ticket Summary
    • View Ticket by Agent
    • View Ticket by Status
    • List Open Tickets
    • View Ticket by ID
    • View Ticket by Contact
    • View Overdue Ticket
    • Create Ticket
    • Update Ticket

Screen-shots:

Automation Task options available through incoxBot

Notifications Configurations available through incoxBot

View Related Tasks to execute a workflow

Query using incoxBot to view key information e.g. tickets

Perform actions on apps using incoxBot e.g. ticket creation

Business Benefit:

  • Perform predefined Create, Update and View tasks on Zoho Desk
  • Business on the Go – Key information available any time & across devices
  • All from one place – Interact with your app & Collaborate across stakeholders without leaving Slack
  • Improve productivity and efficiency in working with your business app.

Sign-up for a trial / Request for a demo to explore incoxBot!! Send your queries to contact@incox.net and issues to support@incox.net

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