Integrate Octadesk with Zoho Notebook
Send information between Octadesk and Zoho Notebook automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Octadesk and Zoho Notebook 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
Notecard created or updated
Triggers when a new notecard is created or the details of an existing notecard are updated
Notecard updated
Triggers when the details of an existing notecard are updated
Notecard created
Triggers when a new notecard is created in the selected notebook
Notebook created
Triggers when a new notebook 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 notecard
Creates a new notecard in the selected notebook
Create collection
Creates a new collection
Share notecard
Shares an existing notecard with the specified email address
Create notebook
Creates a new notebook
Share notebook
Shares an existing notebook with the specified email address
Move notecards to collection
Moves an existing notecard to the collection
Update notebook
Update the details of an existing notebook
Move notecards to another notebook
Moves an existing notecard to another notebook
Fetch notebook by name
Fetches the details of a notebook using name
Fetch notecard
Fetches the details of a notecard by search term
Fetch notebook by ID
Fetches the details of a notebook using ID
Fetch notecard by ID
Fetches the details of a notecard using its unique ID
What is Octadesk?
Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.
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Webhook triggers
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Logic
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Custom functions
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Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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