Integrate Freshdesk with Forecast

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

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Create a task in Forecast for new tickets created in Freshdesk

Efficiently address customer concerns by promptly creating tasks. This flow will create a task in your Forecast for newly generated tickets in Freshdesk.

How it works
  1. The flow triggers when a new ticket is created in Freshdesk.
  2. Zoho Flow creates a new task in Forecast.
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Create a task in Forecast for new tickets created in Freshdesk

Freshdesk + Forecast

Build your own integrations between Freshdesk and Forecast

Connect Freshdesk and Forecast with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Freshdesk and Forecast using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Ticket created

Triggers when a new ticket is created

Ticket updated

Triggers when the details of an existing ticket are updated

Contact updated

Triggers when the details of an existing contact are updated

Ticket note added

Triggers when a note is added to the selected ticket

Contact created

Triggers when a new contact is created

New milestone

Triggers when a new milestone is created in the selected project

New subtask

Triggers when a new subtask is created in the selected project

New time entry

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

New client

Triggers when a new client is created

New project

Triggers when a new project is created

New sprint

Triggers when a new sprint is created in the selected project

New task

Triggers when a new card is created in the selected project

New person

Triggers when a new person is added

All Actions - Actions are the automated tasks

Create group

Creates a new group

Create ticket

Creates a new ticket

Create company

Creates a new company

Create forum category

Creates a new forum category

Create forum

Creates a new forum in the selected category

Create contact

Creates a new contact

Add notes to ticket

Adds private or public notes to the selected ticket

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Update ticket

Updates the details of an existing ticket

Fetch agent by ID

Fetches the details of an existing agent by ID

Fetch ticket by ID

Fetches the details of an existing ticket by ID

Fetch ticket priority by ID

Fetches the priority details of a specific ticket by ID

Fetch company

Fetches the details of an existing company by domain

Fetch company by ID

Fetches the details of an existing company by ID

Fetch agent

Fetches the details of an existing agent by email address, phone number, or mobile number

Fetch ticket status by ID

Fetches the status of a specific ticket by ID

Fetch contact

Fetches the details of an existing contact by email address, phone number, or mobile number

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch group by ID

Fetches the details of an existing group by ID

Fetch ticket

Fetches the details of an existing ticket by requester email address and subject

Fetch ticket priority

Fetches the priority details of a specific ticket by label

Fetch ticket status

Fetches the status of a specific ticket by label

Create milestone

Creates a new milestone in the selected project

Create subtask

Creates a new sub task/to-do

Create task

Creates a new task

Create client

Creates a new client

Create project

Creates a new project

Create label

Creates a new label

Create sprint

Creates a new sprint in the selected project

Create time registration

Creates a new time registration

Add person

Adds a new person

Fetch label

Fetches an existing label by name

What is Freshdesk?

Freshdesk is an online cloud-based customer service platform. You can keep track of your conversations, collaborate with colleagues, and improve team efficiency with accurate metrics.

Customer Support Popular

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.

Product 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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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

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