Integrate Octadesk with Paymo
Send information between Octadesk and Paymo automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Paymo for new tickets created in Octadesk
Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will create a task in your Paymo for newly generated tickets in Octadesk.
How it works
- The flow triggers when a new ticket is added in Octadesk.
- Zoho Flow creates a new task in Paymo.
Create a task in Paymo for new tickets created in Octadesk
Octadesk + Paymo
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Supported triggers and actions
Integrate Octadesk and Paymo 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
New time entry
Triggers when a new time entry is created
New invoice
Triggers when a new invoice is created
New task
Triggers when a new task is created
New client
Triggers when a new client is created
New task list
Triggers when a new task list is created
New project
Triggers when a new project 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
Create client
Creates a new client
Create task list
Creates a new task list
Create task
Creates a new task
Create project
Creates a new project
Create time entry
Creates a new time entry
What is Octadesk?
Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.
What is Paymo?
Paymo is task and project management software. You can monitor activities, track invoices, and manage resources with charts and calendars.
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 >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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 helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
