Planado + Zoho Desk
Manage new Planado job events by adding attachments in Zoho Desk
Stay ahead and organized with this workflow. When a job event occurs in the Planado app, this workflow ensures that related attachments are promptly added to Zoho Desk. Not only does it save you from manual data entry, it aids seamless communication by keeping all relevant documents in one place, thus streamlining your operations.
Stay ahead and organized with this workflow. When a job event occurs in the Planado app, this workflow ensures that related attachments are promptly added to Zoho Desk. Not only does it save you from manual data entry, it aids seamless communication by keeping all relevant documents in one place, thus streamlining your operations.
- When this happens...Job Events
Triggers when a job event happens.
- automatically do this!Add Attachment
Add an attachment to a ticket.
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Template
Job Event Types
Status Event Types
Try ItOrganizationRequired
Try ItOrganizationRequired
Try ItOrganizationRequired
DepartmentRequired
Try It
Template
Job Type
Description
Scheduled At
Scheduled Duration (min)
Territory (name)
Assignee (email)
Client External ID
Client Address
Client Organization Name
Client First Name
Client Last Name
Client Middle Name
Site External ID
Site Address (text)
Site Name
Address (text)
Name
Value
Skills
OrganizationRequired
Try ItOrganizationRequired
Try ItOrganizationRequired
Try It