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
- The flow triggers when a new ticket is added in Octadesk.
- Zoho Flow creates a new task in the selected workspace in Flow.
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.
What is Flow?
Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.
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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
