Integrate Fulcrum with Octadesk
Send information between Fulcrum and Octadesk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a ticket in Octadesk whenever a new submission is made in Fulcrum
Improve response times to customer queries by promptly generating tickets upon form submission. This flow will create a fresh ticket in Octadesk upon receiving a new form submission in Fulcrum.
How it works
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow creates a new ticket in Octadesk.
Create a ticket in Octadesk whenever a new submission is made in Fulcrum
Fulcrum + Octadesk
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Supported triggers and actions
Integrate Fulcrum and Octadesk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Record updated
Triggers when an existing record is updated
New record
Triggers when a new record is created
Agent added
Triggers when a new agent is added
Ticket added
Triggers when a new ticket is added
Customer added
Triggers when a new customer is added
Organization added
Triggers when a new organisation is added
All Actions - Actions are the automated tasks
Create ticket
Creates a new ticket
Create person
Creates a new person
Create organization
Creates a new organization
Create product
Creates a new product
Update ticket
Updates the details of an existing ticket
Update product
Updates the details of an existing product
Update organization
Updates the details of an existing organization
Fetch requester
Fetches the details of an existing requester using email address
Fetch person
Fetches the details of an existing person using email address
Fetch organization
Fetches the details of an existing organization by name
Search ticket
Search for an existing ticket
What is Fulcrum?
Similar apps
What is Octadesk?
Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
