Integrate SupportBee with Forecast

Send information between SupportBee and Forecast automatically, without writing any code, using Zoho Flow.

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Generate a task within your Forecast for fresh tickets initiated in SupportBee

Create tasks for your tickets to guarantee timely resolution of customer queries. This flow will create a task in Forecast for new tickets created in SupportBee.

How it works
  1. The flow triggers when a new ticket is created in SupportBee.
  2. Zoho Flow creates a new task in Forecast.
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Generate a task within your Forecast for fresh tickets initiated in SupportBee

SupportBee + Forecast

Build your own integrations between SupportBee and Forecast

Connect SupportBee and Forecast with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate SupportBee and Forecast using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Ticket

Triggers when a new ticket is created

New Comment

Triggers when a new comment is added to a ticket

New Agent Reply

Triggers when an agent replies to a ticket

New Customer Reply

Triggers when a customer replies to a ticket

New task

Triggers when a new card is created in the selected project

New subtask

Triggers when a new subtask is created in the selected project

New milestone

Triggers when a new milestone is created in the selected project

New client

Triggers when a new client is created

New time entry

Triggers when a new time entry is created in the selected project

New sprint

Triggers when a new sprint is created in the selected project

New project

Triggers when a new project is created

New person

Triggers when a new person is added

All Actions - Actions are the automated tasks

Create Ticket

Creates a new ticket

Add person

Adds a new person

Create client

Creates a new client

Create time registration

Creates a new time registration

Create label

Creates a new label

Create subtask

Creates a new sub task/to-do

Create project

Creates a new project

Create task

Creates a new task

Create sprint

Creates a new sprint in the selected project

Create milestone

Creates a new milestone in the selected project

Fetch label

Fetches an existing label by name

What is SupportBee?

SupportBee is an email ticketing system that lets you manage your tickets easily. Create tickets, assign them to agents or teams, and use snippets to answer frequently asked questions.

Customer Support Helpdesk

What is Forecast?

Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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