Integrate Octadesk with MeisterTask
Send information between Octadesk and MeisterTask automatically, without writing any code, using Zoho Flow.
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Create action items in your MeisterTask for newly generated tickets in Octadesk
Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will create a task in your MeisterTask 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 in the selected section in MeisterTask.
Create action items in your MeisterTask for newly generated tickets in Octadesk
Octadesk + MeisterTask
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Supported triggers and actions
Integrate Octadesk and MeisterTask 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 section
Triggers when a new section is created
New task in project
Triggers when a new task is created in the selected project
New project
Triggers when a new project is created
New task in section
Triggers when a new task is added in the selected section
New person
Triggers when a new person is added to a project
Task completed
Triggers when a task is completed
New 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 task
Creates a new task in the selected section
Fetch person
Fetches a person by their unique 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.
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What is MeisterTask?
MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress.
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Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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Technical Engineer, Master Liveaboards
