Integrate Octadesk with Flow

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

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Create action items in your Flow for newly generated tickets in Octadesk

Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will add new tasks to your Flow for new tickets generated in Octadesk.

How it works
  1. The flow triggers when a new ticket is added in Octadesk.
  2. Zoho Flow creates a new task in the selected workspace in Flow.
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Create action items in your Flow for newly generated tickets in Octadesk

Octadesk + Flow

Build your own integrations between Octadesk and Flow

Connect Octadesk and Flow 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 Octadesk and Flow using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

List updated

Triggers when the selected list is updated

Task updated

Triggers when the selected task is updated

New task

Triggers when a new task is created

New workspace

Triggers when a new workspace is created

New list

Triggers when a new list is created

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

Post comment

Posts a comment in the selected task

Create task

Creates a new task in the selected workspace

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

What is Flow?

Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.

To-Do Lists

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.

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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 has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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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