Integrate Customerly with Octadesk
Send information between Customerly and Octadesk automatically, without writing any code, using Zoho Flow.
Build your own integrations between Customerly and Octadesk
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Supported triggers and actions
Integrate Customerly and Octadesk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer added
Triggers when a new customer is added
Organization added
Triggers when a new organisation is added
Agent added
Triggers when a new agent is added
Ticket added
Triggers when a new ticket is added
All Actions - Actions are the automated tasks
Create or update lead
Creates or updates a lead
Send message
Sends a message to the specified email address
Create or update user
Creates or updates a user
Fetch user
Fetches the details of an existing user by email address
Fetch lead
Fetches the details of an existing lead by email address
Create organization
Creates a new organization
Create product
Creates a new product
Update ticket
Updates the details of an existing ticket
Create ticket
Creates a new ticket
Create person
Creates a new person
Update organization
Updates the details of an existing organization
Update product
Updates the details of an existing product
Fetch requester
Fetches the details of an existing requester using email address
Fetch person
Fetches the details of an existing person using email address
Fetch organization
Fetches the details of an existing organization by name
Search ticket
Search for an existing ticket
What is Customerly?
Customerly is live chat software that lets you create templated emails, set up marketing sales funnels, and add qualifying automated questions before conversations.
What is Octadesk?
Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
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CEO, Lakeside CNC Group
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Toto
Technical Engineer, Master Liveaboards
