Integrate Octadesk with Aero Workflow
Send information between Octadesk and Aero Workflow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Aero Workflow for new tickets created in Octadesk
Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will add new tasks to your Aero Workflow for new tickets generated in Octadesk.
How it works
- The flow triggers when a new ticket is added in Octadesk.
- Zoho Flow creates a new task in Aero Workflow.
Create a task in Aero Workflow for new tickets created in Octadesk
Octadesk + Aero Workflow
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Supported triggers and actions
Integrate Octadesk and Aero Workflow using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Contact created
Triggers when a new contact is created
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
Create email
Creates a new email
Create appointment
Creates a new appointment
Create company
Creates a new company
Create task
Creates a new task
Create contact
Creates a new contact
Fetch contact
Fetches details of an existing contact by ID
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
What is Aero Workflow?
Aero Workflow is an accounting workflow management platform. You can create task templates, schedule tasks, and track work and time effectively.
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Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
