Integrate Octadesk with TeamGrid
Send information between Octadesk and TeamGrid automatically, without writing any code, using Zoho Flow.
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Create action items in your TeamGrid for newly generated tickets in Octadesk
Efficiently address customer concerns by promptly creating tasks. This flow will add new tasks to your TeamGrid 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 TeamGrid.
Create action items in your TeamGrid for newly generated tickets in Octadesk
Octadesk + TeamGrid
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Supported triggers and actions
Integrate Octadesk and TeamGrid 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
Task completed
Triggers when task is completed
Project completed
Triggers when a project is completed
Contact created
Triggers when a new contact is created
Task created
Triggers when a 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 project
Creates a new project
Create task
Creates a new task
Complete project
Completes an existing project
Complete task
Completes 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.
Similar apps
What is TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
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Webhook triggers
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Logic
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Custom functions
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Sales Director, Artico
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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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
