Integrate Octadesk with ClickUp

Send information between Octadesk and ClickUp automatically, without writing any code, using Zoho Flow.

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Create a task in ClickUp for new tickets created in Octadesk

Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will create a task in your ClickUp for newly generated tickets in Octadesk.

How it works
  1. The flow triggers when a new ticket is added in Octadesk.
  2. Zoho Flow creates a new task under the selected list in ClickUp.
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Create a task in ClickUp for new tickets created in Octadesk

Octadesk + ClickUp

Build your own integrations between Octadesk and ClickUp

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Supported triggers and actions

Integrate Octadesk and ClickUp 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

List created

Triggers when a new list is created

Time entry created

Triggers when a new time entry is created

Folder updated

Triggers when any detail of an existing folder is updated

Task status updated

Triggers when the status of a task in the selected space is updated

Task updated

Triggers when any detail of a task in the selected space is updated

Task created

Triggers when a new task is created

List updated

Triggers when any detail of an existing list is updated

Task moved

Triggers when a task is moved in the selected space

Folder created

Triggers when a new folder 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 folder

Creates a new folder

Create checklist

Creates a checklist for the specified task

Create subtask

Creates a new subtask under the specified task

Create list

Creates a new list

Add comment

Adds a comment to the specified task

Create task using template

Creates a new task using an existing template

Create task

Creates a new task under the selected list

Update list

Updates the details of the specified list

Update task

Updates the details of the specified task

Update task custom field

Updates the details of an existing task custom field

Fetch task

Fetches the details of an existing task by ID and custom fields

What is Octadesk?

Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.

Customer Support

What is ClickUp?

ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.

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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