Integrate sevDesk with Aero Workflow

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

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Initiate a new task in Aero Workflow whenever an order is created in sevDesk

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will add a new task to Aero Workflow 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 Aero Workflow.
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Initiate a new task in Aero Workflow whenever an order is created in sevDesk

sevDesk + Aero Workflow

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Supported triggers and actions

Integrate sevDesk and Aero Workflow using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Invoice created

Triggers when a new invoice is created

Order received

Triggers when a new invoice is received

Contact added

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

Task created

Triggers when a new task is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create task

Creates a new task

Create invoice

Creates a new invoice

Create voucher

Creates a new voucher

Create contact address

Creates a new contact address

Create order

Creates a new order

Fetch part by search term

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

Fetch sevuser by email

Fetches the details of an existing sevuser by email address

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch category by name

Fetches the details of an existing category by name

Fetch category by ID

Fetches the details of an existing category by ID

Fetch order by search term

Fetches the details of an order by the specified search term

Fetch contact by search term

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

Fetch sevuser by ID

Fetches the details of an existing sevuser by ID

Fetch country by ID

Fetches a country by ID

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 country by name

Fetches a country by name

Fetch invoice by search term

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

Create task

Creates a new task

Create company

Creates a new company

Create contact

Creates a new contact

Create appointment

Creates a new appointment

Create email

Creates a new email

Fetch contact

Fetches details of an existing contact by ID

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 Aero Workflow?

Aero Workflow is an accounting workflow management platform. You can create task templates, schedule tasks, and track work and time effectively.

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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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. 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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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