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Zoho Desk

Workflow Action (Desk)

A workflow action in Zoho Desk is the automated task that runs when workflow conditions are met, from sending emails to triggering webhooks.

A workflow action in Zoho Desk is the task executed automatically when a workflow’s trigger and conditions are satisfied. Actions can include sending emails, assigning tickets, updating fields, adding tags, or triggering webhooks.

Types of Workflow Actions

Zoho Desk workflow actions include: Send Email (to customers, agents, or managers), Assign Owner (route to a specific agent or team), Update Fields (change priority, status, or custom fields), Add Tag, Add Comment, Send Webhook, and Execute Custom Function.

Multiple Actions in One Workflow

A single workflow can execute multiple actions in sequence. For instance, when a high-priority ticket is created: set priority to Urgent, assign to the on-call agent, send an email to the customer, and post a notification to the team’s communication channel.

Webhook and Custom Function Actions

For advanced integrations, workflow actions can send a webhook to an external URL or execute a custom Deluge function. This allows Zoho Desk to update records in third-party systems, send data to internal APIs, or trigger complex business logic.

Example: A bank’s support workflow fires when a ticket type is set to ‘Fraud Report’: it assigns to the fraud team, sets priority to Urgent, sends a templated email to the customer, adds a ‘Fraud’ tag, and sends a webhook notification to the compliance system.
What is a Workflow Action in Zoho Desk?

A workflow action is the automated task that executes when a workflow fires. Examples include sending emails, assigning tickets, updating fields, adding tags, and triggering webhooks to external systems.

Can one Zoho Desk workflow execute multiple actions?

Yes. A single workflow can include multiple actions that execute in order when the trigger conditions are met. This allows complex automations like simultaneous assignment, notification, and field update from one rule.

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