Integrate Octadesk with Teamwork Projects
Send information between Octadesk and Teamwork Projects automatically, without writing any code, using Zoho Flow.
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Add new tasks to your Teamwork Projects for new tickets generated in Octadesk
Efficiently address customer concerns by promptly creating tasks. This flow will generate a task within your Teamwork Projects for fresh tickets initiated 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 task list in Teamwork Projects.
Add new tasks to your Teamwork Projects for new tickets generated in Octadesk
Octadesk + Teamwork Projects
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Supported triggers and actions
Integrate Octadesk and Teamwork Projects 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
New company
Triggers when a new company is created
New person
Triggers when a new person is added
New person in project
Triggers when a new person is added in the selected project
New message
Triggers when a new message is created in the selected project
New task list
Triggers when a new task list is created in the selected project
New project
Triggers when a new project is created
New time entry
Triggers when a new time entry is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New task
Triggers when a new task is created in the selected project
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
Add person
Adds a new person
Create task
Creates a new task in the selected task list
Create company
Creates a new company
Create milestone
Creates a new milestone in the selected project
Create project
Creates a new project
Create time entry
Creates a new time entry in the selected project
Create message
Creates a new message in the selected project
Fetch project
Fetches the details of an existing project
Fetch task
Fetches the details of an existing task
Fetch task list
Fetch the details of an existing task list
Fetch person
Fetches the details of a person by person ID or email address
Fetch company
Fetches the details of an existing company
Fetch tag
Fetches the details of a tag by ID or name
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 Teamwork Projects?
Teamwork Projects is a project management software that helps collaborative teams manage projects by categorizing them, adding tags, and creating task list templates to plan efficiently.
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