Integrate LionDesk with Yodiz

Send information between LionDesk and Yodiz automatically, without writing any code, using Zoho Flow.

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Set up a new task in Yodiz whenever a new task is initiated in LionDesk

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in Yodiz whenever a new task is initiated in LionDesk.

How it works
  1. The flow triggers when a new task is created in LionDesk.
  2. Zoho Flow creates a new task in the selected user story in Yodiz.
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Set up a new task in Yodiz whenever a new task is initiated in LionDesk

LionDesk + Yodiz

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Supported triggers and actions

Integrate LionDesk and Yodiz 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

Task created

Triggers when a new task is created in a user story

User story created

Triggers when a new user story is created

Epic created

Triggers when a new epic is created

Issue created

Triggers when a new issue 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 task

Creates a new task in the selected user story

Update user story

Updates the details of an existing user story

Create issue

Creates a new issue

Create epic

Creates a new epic

Update issue

Updates the details of an existing issue

Create user story

Creates a new user story

Update epic

Updates the details of an existing epic

Update task

Updates the details of an existing task

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.

CRM

What is Yodiz?

Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.

Project Management

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.

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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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