Integrate Order Desk with Forecast
Send information between Order Desk and Forecast automatically, without writing any code, using Zoho Flow.
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Create a new task in Forecast when a order is created in Order Desk
Prevent new orders from being forgotten or delayed by creating tasks. This flow will add a new task to Forecast whenever a new order is placed in Order Desk.
How it works
- The flow triggers when a new order is created in Order Desk.
- Zoho Flow creates a new task in Forecast.
Create a new task in Forecast when a order is created in Order Desk
Order Desk + Forecast
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Supported triggers and actions
Integrate Order Desk and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Order created
Triggers when a new order 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 order
Creates a new order
Change folder
Moves the specified order to a different folder
Add shipment
Adds a shipment to an order at Order Desk
Update order
Updates the details of an existing order using order ID
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 Order Desk?
Order Desk is an omnichannel ecommerce order management application that lets you automate your order workflows. It provides a rules engine, numerous integrations, and more.
Similar apps
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.
Similar apps
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Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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.
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CEO, iDAYit
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
