Integrate SupportBee with Forecast
Send information between SupportBee and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a task within your Forecast for fresh tickets initiated in SupportBee
Create tasks for your tickets to guarantee timely resolution of customer queries. This flow will create a task in Forecast for new tickets created in SupportBee.
How it works
- The flow triggers when a new ticket is created in SupportBee.
- Zoho Flow creates a new task in Forecast.
Generate a task within your Forecast for fresh tickets initiated in SupportBee
SupportBee + Forecast
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Supported triggers and actions
Integrate SupportBee and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Agent Reply
Triggers when an agent replies to a ticket
New Customer Reply
Triggers when a customer replies to a ticket
New Ticket
Triggers when a new ticket is created
New Comment
Triggers when a new comment is added to a ticket
New person
Triggers when a new person is added
New time entry
Triggers when a new time entry is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New client
Triggers when a new client is created
New task
Triggers when a new card is created in the selected project
New subtask
Triggers when a new subtask is created in the selected project
New project
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create Ticket
Creates a new ticket
Create project
Creates a new project
Create time registration
Creates a new time registration
Create task
Creates a new task
Create label
Creates a new label
Add person
Adds a new person
Create client
Creates a new client
Create sprint
Creates a new sprint in the selected project
Create milestone
Creates a new milestone in the selected project
Create subtask
Creates a new sub task/to-do
Fetch label
Fetches an existing label by name
What is SupportBee?
SupportBee is an email ticketing system that lets you manage your tickets easily. Create tickets, assign them to agents or teams, and use snippets to answer frequently asked questions.
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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