What do you want to automate with Zoho Assist?
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Overview#
The Zoho Assist API provides remote support and access functionalities, enabling automated session management, customer support, and IT operations. By integrating it with Pipedream, you can craft serverless workflows that respond to various triggers and perform actions like creating support sessions, fetching session details, or managing users. The API's versatility in Pipedream allows for streamlined coordination between support requests and responses, facilitating seamless IT support and management tasks.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zoho_assist: {
type: "app",
app: "zoho_assist",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://assist.${this.zoho_assist.$auth.base_api_url}/api/v2/user`,
headers: {
"Authorization": `Zoho-oauthtoken ${this.zoho_assist.$auth.oauth_access_token}`,
},
})
},
})
Example Use Cases#
Automated Support Session Creation: Automate the creation of support sessions in response to customer tickets from a helpdesk platform like Zendesk. When a new ticket is received, Pipedream can trigger a Zoho Assist session and link the session info back to the ticket for quick resolution.
Session Status Monitoring: Monitor ongoing Zoho Assist sessions and log their status to a Google Sheet. Use this for reporting, auditing, or triggering follow-ups based on session outcomes, ensuring nothing falls through the cracks.
User Management Sync: Sync user accounts between Zoho Assist and your internal systems, such as an HR platform. Whenever a new employee is onboarded, automatically create their Zoho Assist account to grant them the necessary access privileges.
Popular Zoho Assist Integrations#
Popular Zoho Assist Actions#
Create a remote support or screen sharing session. See the documentation
Fetch the reports of previously conducted sessions. See the documentation
Troubleshooting#
Issues Connecting My Account: IP Allowlist
If your Zoho security policy includes an IP Allowlist, update it to connect your account:
- Add this IP Range:
44.223.89.56-44.223.89.63. - Include your current IP Address because the initial OAuth authorization request originates from your browser.
- Set up a Virtual Private Cloud (VPC) on Pipedream. Add the static IP address to Zoho's IP Allowlist. Note: VPCs are available with Pipedream's Business Plan or higher. See pricing for details.
After connecting your account, make sure to run the workflow within a VPC
Authentication#
Name Slug: zoho_assistZoho Assist uses OAuth authentication. When you connect your Zoho Assist account, Pipedream will open a popup window where you can sign into Zoho Assist and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Zoho Assist API.
Pipedream requests the following authorization scopes when you connect your account:
ZohoAssist.sessionapi.ALLZohoAssist.userapi.READZohoAssist.reportapi.READ- authorization
GEThttps://accounts.zoho.com/oauth/v2/auth?client_id={{oauth.client_id}}&redirect_uri={{oauth.redirect_uri}}&state={{oauth.state}}&response_type=code&scope={{oauth.space_separated_scopes}}&prompt=consent&access_type=offline - accessToken
POST{{custom_fields.accounts_server}}/oauth/v2/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}} - refreshToken
POST{{custom_fields.accounts_server}}/oauth/v2/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}
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