Zoho Desk authentication

Prerequisites

Depending on the authentication type you select, you need one of the following set of credentials:

• OAuth 2.0 Authorization code: Environment and Scope.
• Bring your own OAuth 2.0 app: Client ID, Client secret, Environment, Scope.

See the section below on how to create an OAuth 2.0 application for Zoho Desk.

Make sure to choose the correct Environment before setting up the connection. You can find the correct environment in your account URI:

In the Create Connection screen, the Scope field is prepopulated for the operations supported in the form of activities. Read more about Zoho Desk's available scopes in their official OAuth scopes documentation.

Scopes

The connector requests the following permissions/scopes:

Desk.tickets.CREATE Desk.tickets.READ Desk.tickets.UPDATE Desk.contacts.READ Desk.contacts.UPDATE Desk.contacts.CREATE Desk.basic.READ Desk.basic.CREATE Desk.basic.UPDATE Desk.products.READ Desk.search.READ

Add the Zoho Desk connection

1. Select Integration Service from Automation Suite.

2. From the Connectors list, select Zoho Desk. You can also use the search bar to find the connector.
3. Select the Connect to Zoho Desk button.
4. You are now redirected to the connection page. You can choose between two authentication types: OAuth 2.0 Authorization code or Bring your own OAuth 2.0 app.
   
   

   

   
   
5. Enter the required credentials for your preferred authentication method.
6. Select Connect.
7. Your connection has been added.

Bring your OAuth 2.0 app

If you wish to connect with your own credentials and do not want to use UiPath App, select the Bring your own OAuth 2.0 app (BYOA) authentication type.

If you use BYOA, it is imperative to confirm that you have established an OAuth 2.0 application in Zoho Desk categorized as a Server-based application.

1. To create an application, go to https://api-console.zoho.com/.
2. Click Add Client and select Server-based Applications. Click Create now.
   
   

   

   
   
3. For the Authorized Redirect URIs field, provide the following link: https://{yourDomain}/provisioning_/callback.
   
   

   

   
   
4. Click Create, then retrieve your credentials from the application's Client Secret tab.
   
   

   

   
   
5. Next, go to the Settings tab and enable the client for the desired data centers that you intend to include for your application's connectivity. To enable the same application for all of your data centers, enable the Use the same OAuth credentials for all data centers checkbox.
   
   

   

   
   

For more information on OAuth 2.0, go to the Zoho OAuth documentation.