Integrate Octadesk with Roll
Send information between Octadesk and Roll automatically, without writing any code, using Zoho Flow.
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Generate a task within your Roll for fresh tickets initiated in Octadesk
Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will create a task in Roll for new tickets created in Octadesk.
How it works
- The flow triggers when a new ticket is added in Octadesk.
- Zoho Flow creates a new task in Roll.
Generate a task within your Roll for fresh tickets initiated in Octadesk
Octadesk + Roll
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Supported triggers and actions
Integrate Octadesk and Roll 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
Project created
Triggers when a new project is created
Time record created
Triggers when a new time record is created
Task created
Triggers when a new task is created
Company created
Triggers when a new company 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
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 Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
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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
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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
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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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