Integrate Usedesk with Forecast
Send information between Usedesk and Forecast automatically, without writing any code, using Zoho Flow.
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Add new tasks to your Forecast for new tickets generated in Usedesk
Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will create a task in Forecast for new tickets created in Usedesk.
How it works
- The flow triggers when a new ticket is created in Usedesk.
- Zoho Flow creates a new task in Forecast.
Add new tasks to your Forecast for new tickets generated in Usedesk
Usedesk + Forecast
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Supported triggers and actions
Integrate Usedesk and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Ticket created
Triggers when a new ticket is created
Client added
Triggers when a new client is added
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
Add comment
Adds a comment to the specified ticket
Create agent
Creates a new agent
Create chat
Creates a chat or send messages to an existing chat on behalf of the client
Create ticket
Creates a new ticket
Send chat message
Sends a chat message to the specified client
Create client
Creates a new client
Update agent
Updates the details of an existing agent
Update client
Updates the details of an existing client
Update ticket
Updates the details of an existing ticket
Fetch ticket
Fetches the details of an existing ticket using ticket ID
Fetch agent by email address
Fetches the details of an existing agent using email address
Fetch agent by ID
Fetches the details of an existing agent using agent ID
Fetch client
Fetches the details of an existing client using client ID
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 Usedesk?
Usedesk is a cloud-based solution that lets you automate customer engagement services and solve customer support tickets. It allows you to create templates, set up automatic responses, make automatic changes to customer status, and more.
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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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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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
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Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
