Integrate LionDesk with Forecast
Send information between LionDesk and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Forecast whenever a new task is initiated in LionDesk
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Forecast every time a new task is added in LionDesk.
How it works
- The flow triggers when a new task is created in LionDesk.
- Zoho Flow creates a new task in Forecast.
Set up a new task in Forecast whenever a new task is initiated in LionDesk
LionDesk + Forecast
Build your own integrations between LionDesk and Forecast
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Supported triggers and actions
Integrate LionDesk and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New user
Triggers when a new user is added
New event
Triggers when a new event is created
New task
Triggers when a new task is created
New contact
Triggers when a new contact is created
New person
Triggers when a new person is added
New time entry
Triggers when a new time entry is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New client
Triggers when a new client is created
New task
Triggers when a new card is created in the selected project
New subtask
Triggers when a new subtask is created in the selected project
New project
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create task
Creates a new task
Create event
Creates a new event
Fetch contact
Fetches an existing contact
Create project
Creates a new project
Create time registration
Creates a new time registration
Create task
Creates a new task
Create label
Creates a new label
Add person
Adds a new person
Create client
Creates a new client
Create sprint
Creates a new sprint in the selected project
Create milestone
Creates a new milestone in the selected project
Create subtask
Creates a new sub task/to-do
Fetch label
Fetches an existing label by name
What is LionDesk?
LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.
Similar apps
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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 >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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