Integrate Cartloom with Forecast

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

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Create a task in Forecast each time a new order is made in Cartloom

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will generate a task in Forecast each time a new order is made in Cartloom.

How it works
  1. The flow triggers when a new order is created in Cartloom.
  2. Zoho Flow creates a new task in Forecast.
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Create a task in Forecast each time a new order is made in Cartloom

Cartloom + Forecast

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Supported triggers and actions

Integrate Cartloom and Forecast using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New discount

Triggers when a new discount is added

New order

Triggers when a new order is created

New sprint

Triggers when a new sprint is created in the selected project

New time entry

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

New person

Triggers when a new person is added

New project

Triggers when a new project is created

New subtask

Triggers when a new subtask is created in the selected project

New task

Triggers when a new card is created in the selected project

New client

Triggers when a new client is created

New milestone

Triggers when a new milestone is created in the selected project

All Actions - Actions are the automated tasks

Add discount

Adds a new discount

Fetch discount

Fetches the details of an existing discount by ID

Fetch order

Fetch the details of an existing order by invoice number

Create task

Creates a new task

Create time registration

Creates a new time registration

Create project

Creates a new project

Create subtask

Creates a new sub task/to-do

Create milestone

Creates a new milestone in the selected project

Create sprint

Creates a new sprint in the selected project

Add person

Adds a new person

Create client

Creates a new client

Create label

Creates a new label

Fetch label

Fetches an existing label by name

What is Cartloom?

Cartloom is ecommerce software that lets you create custom subscription plans, recover abandoned carts, and sell in any website by embedding snippets.

E Commerce

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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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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!

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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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