Integrate Happyforms with Octadesk

Send information between Happyforms and Octadesk automatically, without writing any code, using Zoho Flow.

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Create a ticket in Octadesk whenever a new submission is made in Happyforms

Automate ticket entry to dedicate valuable staff time to other critical administrative tasks. This flow will generate a new ticket in Octadesk each time a form is submitted in Happyforms.

How it works
  1. The flow triggers when a form entry is submitted in Happyforms.
  2. Zoho Flow creates a new ticket in Octadesk.
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Create a ticket in Octadesk whenever a new submission is made in Happyforms

Happyforms + Octadesk

Build your own integrations between Happyforms and Octadesk

Connect Happyforms and Octadesk with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Happyforms and Octadesk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form submitted

Triggers when a form entry is submitted

Organization added

Triggers when a new organisation is added

Customer added

Triggers when a new customer is added

Ticket added

Triggers when a new ticket is added

Agent added

Triggers when a new agent is added

All Actions - Actions are the automated tasks

Create organization

Creates a new organization

Update ticket

Updates the details of an existing ticket

Create product

Creates a new product

Create person

Creates a new person

Create ticket

Creates a new ticket

Update product

Updates the details of an existing product

Update organization

Updates the details of an existing organization

Fetch person

Fetches the details of an existing person using email address

Fetch requester

Fetches the details of an existing requester using email address

Fetch organization

Fetches the details of an existing organization by name

Search ticket

Search for an existing ticket

What is Happyforms?

Happy Forms is a form builder WordPress plugin that can help you create different types of online forms on your website.

Forms WordPress Plugins

What is Octadesk?

Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.

Customer Support

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

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 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 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

Siddharth Ahuja

CEO, Fabricroot

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