Integrate MetForm with Octadesk

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

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Generate a ticket in Octadesk when a form is submitted in MetForm

Centralize all incoming inquiries and requests onto a single platform to optimize team responsiveness. This flow will create a fresh ticket in Octadesk upon receiving a new form submission in MetForm.

How it works
  1. The flow triggers when a form entry is submitted in MetForm.
  2. Zoho Flow creates a new ticket in Octadesk.
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Generate a ticket in Octadesk when a form is submitted in MetForm

MetForm + Octadesk

Build your own integrations between MetForm and Octadesk

Connect MetForm and Octadesk with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate MetForm 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

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 MetForm?

MetForm is a form builder WordPress plugin that allows users to build forms like contact forms, survey forms, and more on their WordPress site.

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.

Learn more >

Logic

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

Learn more >

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 connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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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