Integrate Octadesk with Aero Workflow
Send information between Octadesk and Aero Workflow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Aero Workflow for new tickets created in Octadesk
Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will add new tasks to your Aero Workflow for new tickets generated in Octadesk.
How it works
- The flow triggers when a new ticket is added in Octadesk.
- Zoho Flow creates a new task in Aero Workflow.
Create a task in Aero Workflow for new tickets created in Octadesk
Octadesk + Aero Workflow
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Supported triggers and actions
Integrate Octadesk and Aero Workflow 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
New contact
Triggers when a new contact 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 contact
Creates a new contact
Create email
Creates a new email
Create appointment
Creates a new appointment
Create task
Creates a new task
Create company
Creates a new company
Fetch contact
Fetch details of a contact by ID
What is Octadesk?
Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.
What is Aero Workflow?
Aero Workflow is an accounting workflow management platform. You can create task templates, schedule tasks, and track work and time effectively.
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
