Integrate Octadesk with Flow

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

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Create action items in your Flow for newly generated tickets in Octadesk

Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will add new tasks to your Flow for new tickets generated in Octadesk.

How it works
  1. The flow triggers when a new ticket is added in Octadesk.
  2. Zoho Flow creates a new task in the selected workspace in Flow.
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Create action items in your Flow for newly generated tickets in Octadesk

Octadesk + Flow

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Supported triggers and actions

Integrate Octadesk and Flow 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

Project created

Triggers when a new project is created

Team created

Triggers when a new team is created

Project updated

Triggers when the details of an existing project are updated

Task created

Triggers when a new task is created

Task updated

Triggers when the selected task is updated

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 task

Creates a new task in the selected workspace

Post comment

Posts a comment in the selected task

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 Flow?

Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.

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.

Learn more >

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 >

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