Integrate Octadesk with MeisterTask

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

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

Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will create a task in your MeisterTask for newly generated tickets 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 section in MeisterTask.
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Create action items in your MeisterTask for newly generated tickets in Octadesk

Octadesk + MeisterTask

Build your own integrations between Octadesk and MeisterTask

Connect Octadesk and MeisterTask 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 MeisterTask 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

Task completed

Triggers when a task is completed

New task

Triggers when a new task is created

New section

Triggers when a new section is created

New person

Triggers when a new person is added to a project

New task in section

Triggers when a new task is added in the selected section

New project

Triggers when a new project is created

New task in project

Triggers when a new task is created in the selected project

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

Create task

Creates a new task in the selected section

Fetch person

Fetches a person by their unique ID

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 MeisterTask?

MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress.

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

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

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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