Integrate Octadesk with Workstack

Send information between Octadesk and Workstack automatically, without writing any code, using Zoho Flow.

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Add new tasks to your Workstack for new tickets generated in Octadesk

Create tasks for your tickets to guarantee timely resolution of customer queries. This flow will generate a task within your Workstack for fresh tickets initiated in Octadesk.

How it works
  1. The flow triggers when a new ticket is added in Octadesk.
  2. Zoho Flow creates a new task in the selected todo in Workstack.
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Add new tasks to your Workstack for new tickets generated in Octadesk

Octadesk + Workstack

Build your own integrations between Octadesk and Workstack

Connect Octadesk and Workstack with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Octadesk and Workstack 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 task

Triggers when a new task is created for the selected user

New todo

Triggers when a new todo is created in the selected project

New meeting

Triggers when a new meeting is created for the selected user

New todo list

Triggers when a new todo list is created in the selected project

New project

Triggers when a new project 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 todo

Create meeting

Creates a new meeting

Create todo

Creates a new todo in the selected project

Create todo list

Creates a new todo list in the selected project

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.

Customer Support

What is Workstack?

Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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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 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

Siddharth Ahuja

CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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