File added
Library
Folder
File name
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Operations
SharePoint Files to Desk
Attaches a file from a watched SharePoint library to a Desk ticket.
Implement SharePoint Files to Desk.
InterConnecta configures the part Zoho already publishes and builds the API for the step that connection does not cover. OpenAI, Anthropic, or Gemini can run the AI step.
Talk to a specialistWorkflow
When File added to a watched library
Solution
Attach SharePoint files to the ticket.
Customer files dropped in SharePoint are downloaded and uploaded again to the ticket.
A file added to a watched SharePoint library is copied to WorkDrive and attached to the Zoho Desk ticket named in the folder or the file.
Input systems
SharePoint
Origin
Zoho WorkDrive
AI processing
Zoho Desk
Result
Execution path
Origin File added to a watched library
AI processing Extract the ticket number from the folder or file name. If no ticket number is present, do not guess a ticket. Store the file in WorkDrive either way and notify the queue only when a ticket matches. OpenAI, Anthropic, or Gemini can run this step.
- File name
- Library path
- Ticket number
- File id
Actions
- Store the file in WorkDrive
- Attach it when the ticket number matches
- Comment on the ticket
- Notify the queue when the number is missing
Result A named ticket has the file attached. An unnamed file waits.
How this flow runs.
- 01
SharePoint
Starts when File added to a watched library.
- 02
File
Reads File name, Library path, Ticket number, File id.
- 03
Run the AI step
Extract the ticket number from the folder or file name. If no ticket number is present, do not guess a ticket. Store the file in WorkDrive either way and notify the queue only when a ticket matches. OpenAI, Anthropic, or Gemini can run this step.
- 04
Zoho Desk
A named ticket has the file attached. An unnamed file waits.
Key benefits
Ticket number is required
File stored in WorkDrive
No guessed ticket
Queue hears about unnamed files
Ideal for
Support teams that receive customer files in SharePoint and keep the case in Zoho Desk.