Integrate Octadesk with Active Collab

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

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Generate a task within your Active Collab for fresh tickets initiated in Octadesk

Create tasks for your tickets to guarantee timely resolution of customer queries. This flow will create a task in Active Collab for new tickets created in Octadesk.

How it works
  1. The flow triggers when a new ticket is added in Octadesk.
  2. Zoho Flow creates a new task in Active Collab.
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Generate a task within your Active Collab for fresh tickets initiated in Octadesk

Octadesk + Active Collab

Build your own integrations between Octadesk and Active Collab

Connect Octadesk and Active Collab 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 Octadesk and Active Collab using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Task list created

Triggers when a new task list is created in a project

Task closed

Triggers when a task is closed

Project created

Triggers when a new project is created

Task moved

Triggers when a task is moved from one task list to another

Task updated

Triggers when the details of an existing task is updated

Comment added

Triggers when a comment is added to an object

Task created

Triggers when a new task is created

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

Create company

Creates a new company

Create task

Creates a new task

Create project

Creates a new project

Add comment to discussion

Adds a new comment to discussion

Add comment to task

Creates a new comment in the selected task

Move task

Moves the specified task to the selected task list

Fetch user

Fetches the details of an existing user by email address

Fetch task

Fetches the details of an existing task

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

What is Active Collab?

ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

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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.

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Director, Perth Security Services

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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