Integrate Octadesk with Roll

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

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Generate a task within your Roll for fresh tickets initiated in Octadesk

Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will create a task in Roll for new tickets created 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 Roll.
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Generate a task within your Roll for fresh tickets initiated in Octadesk

Octadesk + Roll

Build your own integrations between Octadesk and Roll

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Supported triggers and actions

Integrate Octadesk and Roll 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

Time record created

Triggers when a new time record is created

Company created

Triggers when a new company is created

Project created

Triggers when a new project is created

Task created

Triggers when a new task 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 company

Creates a new company

Create project

Creates a new project

Create task

Creates a new task

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 Roll?

Roll is a project management application that lets you manage projects, track time, assign tasks and more.

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

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Sales Director, Artico

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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

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