Integrate Zendesk with Forecast
Send information between Zendesk and Forecast automatically, without writing any code, using Zoho Flow.
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Create action items in your Forecast for newly generated tickets in Zendesk
Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will create a task in your Forecast for newly generated tickets in Zendesk.
How it works
- The flow triggers when a new ticket is created in Zendesk.
- Zoho Flow creates a new task in Forecast.
Create action items in your Forecast for newly generated tickets in Zendesk
Zendesk + Forecast
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Supported triggers and actions
Integrate Zendesk and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
User created
Triggers when a new user is created
Ticket created
Triggers when a new ticket is created
Ticket updated
Triggers when the details of a ticket is updated
Organization created
Triggers when a new organization 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 Organization
Creates a new organization
Add Tag
Adds tag to the selected ticket
Create Ticket
Creates a new ticket
Create User
Creates a new user
Create Request
Creates a new ticket in a verified end user's account
Update User Details
Updates an existing user's details
Update Ticket
Updates an existing ticket status or adds comments
Add Comment
Adds comment to the selected ticket
Update Organization
Updates an existing organization
Fetch Organization
Fetches the details of an existing organization
Fetch User
Fetches the details of an existing user by ID
Fetch Ticket
Fetches a ticket by 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 Zendesk?
Zendesk is a cloud-based help-desk solution that helps you track, prioritize, and solve customer interactions. You can add dynamic content, use or define macros to respond quickly, and obtain detailed insights on all your customers.
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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