Integrate Tookan with Forecast

Send information between Tookan and Forecast automatically, without writing any code, using Zoho Flow.

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Create a new task in Forecast when a new order is created in Tookan

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will create a new task in Forecast when a order is created in Tookan.

How it works
  1. The flow triggers when a new order is created in Tookan.
  2. Zoho Flow creates a new task in Forecast.
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Create a new task in Forecast when a new order is created in Tookan

Tookan + Forecast

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Supported triggers and actions

Integrate Tookan and Forecast using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task updated

Triggers when the details of an existing task are updated

Order created

Triggers when a new order is created

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 delivery task

Creates a new delivery task

Create merchant

Creates a new merchant

Create pickup and delivery task

Creates a new pickup and delivery task

Create appointment task

Creates a new appointment task

Create agent

Creates a new agent

Create customer

Creates a new customer

Create pickup task

Creates a new pickup task

Update job date

Updates the existing job date

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 Tookan?

Tookan is a delivery management platform that allows you to navigate to multiple destinations, collect digital signatures, and customize alerts.

Shipping Signature

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.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. 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 revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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