Integrate Octadesk with Tallyfy
Send information between Octadesk and Tallyfy automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add new tasks to your Tallyfy for new tickets generated in Octadesk
Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will create a task in Tallyfy for new tickets created in Octadesk.
How it works
- The flow triggers when a new ticket is added in Octadesk.
- Zoho Flow creates a new task in Tallyfy.
Add new tasks to your Tallyfy for new tickets generated in Octadesk
Octadesk + Tallyfy
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Supported triggers and actions
Integrate Octadesk and Tallyfy 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
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
Start process
Starts a new process using a template
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 Tallyfy?
Tallyfy is business process management software. You can define process blueprints, track processes in real-time, and handle process variation without complex flowcharts.
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Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
Siddharth Ahuja
CEO, Fabricroot
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
