Integrate weForms with Octadesk

Send information between weForms and Octadesk automatically, without writing any code, using Zoho Flow.

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Create a new ticket in Octadesk following a form submission in weForms

Improve response times to customer queries by promptly generating tickets upon form submission. This flow will create a new ticket in Octadesk for new form submission in weForms.

How it works
  1. The flow triggers when a form entry is submitted in weForms.
  2. Zoho Flow creates a new ticket in Octadesk.
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Create a new ticket in Octadesk following a form submission in weForms

weForms + Octadesk

Build your own integrations between weForms and Octadesk

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Supported triggers and actions

Integrate weForms and Octadesk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry submitted

Triggers when a form entry is submitted

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

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

What is weForms?

WeForms is a form builder WordPress plugin that can help you create online contact forms.

Forms WordPress Plugins

What is Octadesk?

Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.

Customer Support

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.

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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