Integrate Octadesk with Yodiz
Send information between Octadesk and Yodiz automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create action items in your Yodiz for newly generated tickets in Octadesk
Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will generate a task within your Yodiz 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 the selected user story in Yodiz.
Create action items in your Yodiz for newly generated tickets in Octadesk
Octadesk + Yodiz
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Supported triggers and actions
Integrate Octadesk and Yodiz 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
User story created
Triggers when a new user story is created
Epic created
Triggers when a new epic is created
Task created
Triggers when a new task is created in a user story
Issue created
Triggers when a new issue 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 epic
Creates a new epic
Create user story
Creates a new user story
Update user story
Updates the details of an existing user story
Update issue
Updates the details of an existing issue
Create task
Creates a new task in the selected user story
Update epic
Updates the details of an existing epic
Create issue
Creates a new issue
Update task
Updates the details of an existing 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.
Similar apps
What is Yodiz?
Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.
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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.
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