Integrate Octadesk with LiquidPlanner
Send information between Octadesk and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Generate a task within your LiquidPlanner for fresh tickets initiated in Octadesk
Create tasks for your tickets to guarantee timely resolution of customer queries. This flow will add new tasks to your LiquidPlanner 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 LiquidPlanner.
Generate a task within your LiquidPlanner for fresh tickets initiated in Octadesk
Octadesk + LiquidPlanner
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Supported triggers and actions
Integrate Octadesk and LiquidPlanner 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
Comment created or updated
Triggers when a comment is created or updated
Project created or updated
Triggers when a project is created or updated
Client added or updated
Triggers when a new client is added or details of an existing client are updated
Task created or updated
Triggers when a task is created or updated
Package added or updated
Triggers when a package is added or updated
Document created or updated
Triggers when a document is created or 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 package
Creates a new package
Create project
Creates a new project
Create event
Creates a full day event
Create milestone
Creates a new milestone
Create folder
Creates a new folder
Create task
Creates a new 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.
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What is LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
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Logic
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Custom functions
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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 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
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
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