Integrate Octadesk with ClickUp
Send information between Octadesk and ClickUp automatically, without writing any code, using Zoho Flow.
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Create a task in ClickUp for new tickets created in Octadesk
Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will create a task in your ClickUp for newly generated tickets in Octadesk.
How it works
- The flow triggers when a new ticket is added in Octadesk.
- Zoho Flow creates a new task under the selected list in ClickUp.
Create a task in ClickUp for new tickets created in Octadesk
Octadesk + ClickUp
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Supported triggers and actions
Integrate Octadesk and ClickUp 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 moved
Triggers when a task is moved in the selected space
Task updated
Triggers when any detail of a task in the selected space is updated
Time entry created
Triggers when a new time entry is created
List created
Triggers when a new list is created
Task status updated
Triggers when the status of a task in the selected space is updated
Folder updated
Triggers when any detail of an existing folder is updated
List updated
Triggers when any detail of an existing list is updated
Task created
Triggers when a new task is created
Folder created
Triggers when a new folder 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
Add comment
Adds a comment to the specified task
Create folder
Creates a new folder
Create task
Creates a new task under the selected list
Create subtask
Creates a new subtask under the specified task
Create task using template
Creates a new task using an existing template
Create checklist
Creates a checklist for the specified task
Create list
Creates a new list
Update list
Updates the details of the specified list
Update task custom field
Updates the details of an existing task custom field
Update task
Updates the details of the specified task
Fetch task
Fetches the details of an existing task by ID and custom fields
What is Octadesk?
Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.
Similar apps
What is ClickUp?
ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.
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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.
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