Integrate Teamwork Desk with Forecast

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

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Create action items in your Forecast for newly generated tickets in Teamwork Desk

Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will add new tasks to your Forecast for new tickets generated in Teamwork Desk.

How it works
  1. The flow triggers when a new ticket is created in Teamwork Desk.
  2. Zoho Flow creates a new task in Forecast.
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Create action items in your Forecast for newly generated tickets in Teamwork Desk

Teamwork Desk + Forecast

Build your own integrations between Teamwork Desk and Forecast

Connect Teamwork Desk 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 Teamwork Desk and Forecast using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Thread edited

Triggers when a thread in the selected inbox is edited

New customer

Triggers when a new customer is created

New ticket note

Triggers when a ticket note is added

New agent reply

Triggers when an agent sends a reply

New customer reply

Triggers when a customer sends a reply

Ticket assigned

Triggers when a ticket in the selected inbox is assigned

Ticket Unassigned

Triggers when a ticket in the selected inbox is unassigned

New ticket

Triggers when a new ticket is created

Updated customer details

Triggers when the details of a customer are updated

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 ticket

Creates a new ticket

Create customer

Creates a new customer

Link task to ticket

Links a task to a ticket

Reply to ticket

Adds a reply to the selected ticket

Unassign ticket

Unassigns the selected ticket

Update customer

Updates the details of an existing customer

Update ticket

Updates the details of an existing ticket

Assign ticket

Assigns the selected ticket to a user

Fetch source

Fetches the source of an existing ticket by ID or name

Fetch priorities

Fetches the priority of an existing ticket by ID or name

Fetch agent

Fetches the details of an existing agent by ID, name, or email address

Fetch type

Fetches the type of an existing ticket by ID or name

Fetch inbox

Fetches the details of an existing inbox by ID, name, or email address

Fetch status

Fetches the status of an existing ticket by ID or name

Fetch company

Fetches the details of an existing company by ID, name, or email address

Fetch tags

Fetch the details of an existing tag by ID or name

Fetch ticket

Fetches the details of an existing ticket by ticket ID or name

Fetch customer

Fetches the details of an existing customer by name or email address

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 Teamwork Desk?

Teamwork Desk is help desk software that lets you manage tickets, reports, and help docs. You can organize tickets with tags and smart inboxes, and get instant feedback from your customers.

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.

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.

Learn more >

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CEO, Lakeside CNC Group

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Toto

Technical Engineer, Master Liveaboards

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