Integrate LionDesk with Yodiz

Send information between LionDesk and Yodiz automatically, without writing any code, using Zoho Flow.

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Set up a new task in Yodiz whenever a new task is initiated in LionDesk

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in Yodiz whenever a new task is initiated in LionDesk.

How it works
  1. The flow triggers when a new task is created in LionDesk.
  2. Zoho Flow creates a new task in the selected user story in Yodiz.
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Set up a new task in Yodiz whenever a new task is initiated in LionDesk

LionDesk + Yodiz

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Supported triggers and actions

Integrate LionDesk and Yodiz using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New task

Triggers when a new task is created

New event

Triggers when a new event is created

New contact

Triggers when a new contact is created

New user

Triggers when a new user is added

Task created

Triggers when a new task is created in a user story

Epic created

Triggers when a new epic is created

User story created

Triggers when a new user story is created

Issue created

Triggers when a new issue is created

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create contact

Creates a new contact

Create event

Creates a new event

Fetch contact

Fetches an existing contact

Create issue

Creates a new issue

Update issue

Updates the details of an existing issue

Update user story

Updates the details of an existing user story

Create task

Creates a new task in the selected user story

Update epic

Updates the details of an existing epic

Create user story

Creates a new user story

Create epic

Creates a new epic

Update task

Updates the details of an existing task

What is LionDesk?

LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.

CRM

What is Yodiz?

Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.

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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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. 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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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