

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

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Supported triggers and actions
Integrate Octadesk and SalesBinder 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

Inventory item created
Triggers when a new inventory item is created

Contact created
Triggers when a new contact 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 inventory item
Creates a new inventory item

Create notes
Creates a new note to selected record

Create account
Creates a new account (customer, prospect or supplier)

Create contact
Creates a new contact

Update inventory item
Updates the details of an existing inventory item

Update contact
Updates the details of an existing contact

Update account
Updates the details of an existing account (customer or prospect or supplier)

Fetch account
Fetches the details of an existing account (customer or prospect or supplier) using ID

Fetch inventory item
Fetches the details of an existing inventory item

Fetch contact
Fetches the details of an existing contact using ID

Search account
Searches for the details of an existing account

Search inventory item
Searches for the details of an existing inventory item
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 SalesBinder?
SalesBinder is an online inventory management system that also combines your customers, sales leads, purchase orders, estimates, and invoices into one globally accessible place.
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