Integrate Octadesk with Yodiz

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

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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
  1. The flow triggers when a new ticket is added in Octadesk.
  2. Zoho Flow creates a new task in the selected user story in Yodiz.
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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.

Customer Support

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.

Project Management

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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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

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CEO, OpIndia

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

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

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Technical and Operations Head, TruAct

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