Integrate Octadesk with Redbooth
Send information between Octadesk and Redbooth automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create action items in your Redbooth for newly generated tickets in Octadesk
Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will generate a task within your Redbooth for fresh tickets initiated in Octadesk.
How it works
- The flow triggers when a new ticket is added in Octadesk.
- Zoho Flow creates a new task in Redbooth.
Create action items in your Redbooth for newly generated tickets in Octadesk
Octadesk + Redbooth
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Supported triggers and actions
Integrate Octadesk and Redbooth 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 workspace
Triggers when a new workspace is created in the selected organization
New task
Triggers when a new task is created
New task list
Triggers when a new task list is created
New notification
Triggers when you have a new notification
New organization
Triggers when a new organization 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 organization
Creates a new organization
Create task
Creates a new task
Add comment
Adds a new comment
Create workspace
Creates a new workspace in the selected organization
Create task list
Creates a new task list
What is Octadesk?
Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.
Similar apps
What is Redbooth?
Redbooth is online project management software. You can sort tasks, delegate responsibilities, and visualize project timelines with Gantt charts.
Similar apps
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Logic
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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
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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!
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Head of Operations, AAA Band Rentals
