Integrate Fulcrum with Octadesk
Send information between Fulcrum and Octadesk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a ticket in Octadesk whenever a new submission is made in Fulcrum
Improve response times to customer queries by promptly generating tickets upon form submission. This flow will create a fresh ticket in Octadesk upon receiving a new form submission in Fulcrum.
How it works
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow creates a new ticket in Octadesk.
Create a ticket in Octadesk whenever a new submission is made in Fulcrum
Fulcrum + Octadesk
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Supported triggers and actions
Integrate Fulcrum and Octadesk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New record
Triggers when a new record is created
Record updated
Triggers when an existing record is updated
Organization added
Triggers when a new organisation is added
Customer added
Triggers when a new customer is added
Ticket added
Triggers when a new ticket is added
Agent added
Triggers when a new agent is added
All Actions - Actions are the automated tasks
Update ticket
Updates the details of an existing ticket
Create product
Creates a new product
Create person
Creates a new person
Create ticket
Creates a new ticket
Create organization
Creates a new organization
Update product
Updates the details of an existing product
Update organization
Updates the details of an existing organization
Fetch organization
Fetches the details of an existing organization by name
Fetch person
Fetches the details of an existing person using email address
Fetch requester
Fetches the details of an existing requester using email address
Search ticket
Search for an existing ticket
What is Fulcrum?
Similar apps
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
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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
