Integrate sevDesk with Zoho Connect

Send information between sevDesk and Zoho Connect automatically, without writing any code, using Zoho Flow.

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Create a task in Zoho Connect each time a new order is made in sevDesk

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Zoho Connect whenever a new order is placed in sevDesk.

How it works
  1. The flow triggers when a new invoice is received in sevDesk.
  2. Zoho Flow creates a new task in the selected section in Zoho Connect.
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Create a task in Zoho Connect each time a new order is made in sevDesk

sevDesk + Zoho Connect

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Supported triggers and actions

Integrate sevDesk and Zoho Connect using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task created

Triggers when a new task is created

Contact added

Triggers when a new contact (person /company ) is added

Order received

Triggers when a new invoice is received

Invoice created

Triggers when a new invoice is created

Announcement comment created

Triggers when a new comment is created in announcements

Task updated

Triggers when the details of an existing task is updated

Task status changed

Triggers when the status of an existing task is updated

Member removed from board

Triggers when a member is removed from a board

Task open

Triggers when a task status is marked as open

Group created

Triggers when a new group is created

User mentioned in comment

Triggers when the configuration user is mentioned in a conversation comment

Announcement updated

Triggers when the details of an existing announcement is updated

Task unassigned

Triggers when a task is unassigned

Board created

Triggers when a new board is created

User mentioned in post

Triggers when the configuration user is mentioned in a conversation

Member added in group

Triggers when a member added to group

Status created

Triggers when a new conversation is posted

Task assigned

Triggers when a task is assigned

Task reminder

Triggers when a task is created with a reminder

Event updated

Triggers when the details of an existing event is updated

New task created

Triggers when a new task is created

Forum updated

Triggers when an existing forum post is updated

Member added in board

Triggers when a member is added to a board

Event invited

Triggers when an invitee is added to an event

Question created

Triggers when a new questions is created

Forum created

Triggers when a new forum is created

Poll created

Triggers when a new poll is created

Task completed

Triggers when a task is completed in selected board

Event created

Triggers when a new event is created

Announcement created

Triggers when a new announcement is created

Member removed from network

Triggers when a new member is removed from the selected network

Member added in network

Triggers when a new member added to the selected network

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create voucher

Creates a new voucher

Create contact address

Creates a new contact address

Create task

Creates a new task

Create order

Creates a new order

Create invoice

Creates a new invoice

Fetch category by name

Fetches the details of an existing category by name

Fetch invoice by search term

Fetches the details of an existing invoice by the specified search term

Fetch part by search term

Fetches the details of an existing part or product by the specified search term

Fetch country by ID

Fetches a country by ID

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch country by name

Fetches a country by name

Fetch cost centre by ID

Fetches the details of an existing cost centre by ID

Fetch cost centre by name

Fetches the details of an existing cost centre by name

Fetch order by search term

Fetches the details of an order by the specified search term

Fetch category by ID

Fetches the details of an existing category by ID

Fetch sevuser by ID

Fetches the details of an existing sevuser by ID

Fetch contact by search term

Fetches the details of an existing contact by the specified search term

Fetch sevuser by email

Fetches the details of an existing sevuser by email address

Create private event

Creates a new private event

Create checklist

Creates a checklist for the specified task

Create forum post

Creates a new forum post

Add member to group

Adds a member to the selected group

Create task in section

Creates a new task in the selected section

Add comment in task

Adds a comment in the specified task

Create private task

Creates a new private task

Create board from board template

Creates a new board from an existing saved template

Invite user

Invites a user to the selected network

Add member to board

Adds a member to the selected board

Create conversation

Creates a new conversation in the selected group

Create group event

Creates a new group event

Add comment in post

Adds a comment in the specified post

Create group

Creates a new group in the selected network

Create board

Creates a new board

Unarchive board

Unarchives the selected board

Archive board

Archives the selected board

Archive task

Archives the selected task

Archive group

Archives the selected group

Unarchive group

Unarchives the selected group

Fetch user

Fetches the details of an existing user by email address

Remove member from group

Removes a member from the selected group

Fetch post

Fetches the details of an existing post by ID or metadata

What is sevDesk?

sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.

Accounting

What is Zoho Connect?

Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.

Team Collaboration Zoho

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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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 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

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