Integrate Octadesk with Cloze
Send information between Octadesk and Cloze automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Octadesk and Cloze using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer added
Triggers when a new customer is added
Organization added
Triggers when a new organisation is added
Agent added
Triggers when a new agent is added
Ticket added
Triggers when a new ticket is added
Company changed
Triggers when a company is changed
Project changed
Triggers when a project is changed
Person changed
Triggers when a person is changed
All Actions - Actions are the automated tasks
Create organization
Creates a new organization
Create product
Creates a new product
Update ticket
Updates the details of an existing ticket
Create ticket
Creates a new ticket
Create person
Creates a new person
Update organization
Updates the details of an existing organization
Update product
Updates the details of an existing product
Fetch requester
Fetches the details of an existing requester using email address
Fetch person
Fetches the details of an existing person using email address
Fetch organization
Fetches the details of an existing organization by name
Search ticket
Search for an existing ticket
Create or update person
Creates a person. If the record already exists, updates the details of that person.
Create note
Creates or updates a note
Create or update project
Creates or updates a project
Create or update company
Creates a company. If it already exists, updates the details of the company.
Create timeline event
Creates a new timeline event
Create communication
Creates a new communication record
Create ToDo
Creates a new ToDo
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 Cloze?
Cloze is a contact and relationship management application that creates to-do lists, projects and contact databases based on email, phone calls, meetings and notes.
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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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
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CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
