Integrate Groove with Forecast
Send information between Groove and Forecast automatically, without writing any code, using Zoho Flow.
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Create a task in Forecast for new tickets created in Groove
Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will add new tasks to your Forecast for new tickets generated in Groove.
How it works
- The flow triggers when a new ticket is created in Groove.
- Zoho Flow creates a new task in Forecast.
Create a task in Forecast for new tickets created in Groove
Groove + Forecast
Build your own integrations between Groove and Forecast
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Supported triggers and actions
Integrate Groove and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Ticket closed
Triggers when a ticket is closed
Ticket created
Triggers when a new ticket is created
Customer replied
Triggers when a customer replies to a ticket
Ticket tagged
Triggers when a ticket is tagged
Agent replied
Triggers when an agent replies to a ticket
Note added
Triggers when a note is added to a ticket
Customer added
Triggers when a customer is added
Ticket assigned
Triggers when a ticket is assigned
Ticket deleted
Triggers when a ticket is deleted from trash
Ticket opened
Triggers when a ticket is opened
Ticket priority changed
Triggers when a ticket's priority is changed
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
Create new ticket
Starts a new ticket for your customer
Add note
Adds a private note to an existing ticket
Assign agent to ticket
Assigns an agent to a ticket
Close ticket
Changes the state of a ticket to Closed
Change ticket state
Changes the state of a ticket
Reopen ticket
Changes the state of a ticket to Opened
Find customer
Fetches customer profile details using email address
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 Groove?
GrooveHQ is a help desk platform meant for small businesses and startups. It lets you chat with your customers, collaborate on conversations 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.
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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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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
