Integrate sevDesk with Workstack
Send information between sevDesk and Workstack automatically, without writing any code, using Zoho Flow.
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Create a task in Workstack each time a new order is made in sevDesk
Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will initiate a new task in Workstack whenever an order is created in sevDesk.
How it works
- The flow triggers when a new invoice is received in sevDesk.
- Zoho Flow creates a new task in the selected todo in Workstack.
Create a task in Workstack each time a new order is made in sevDesk
sevDesk + Workstack
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Supported triggers and actions
Integrate sevDesk and Workstack using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created
Contact added
Triggers when a new contact (person /company ) is added
Order received
Triggers when a new invoice is received
Invoice created
Triggers when a new invoice is created
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 voucher
Creates a new voucher
Create order
Creates a new order
Create contact address
Creates a new contact address
Create task
Creates a new task
Create contact
Creates a new contact
Create invoice
Creates a new invoice
Fetch sevuser by email
Fetches the details of an existing sevuser by email address
Fetch cost centre by name
Fetches the details of an existing cost centre by name
Fetch sevuser by ID
Fetches the details of an existing sevuser by ID
Fetch contact by search term
Fetches the details of an existing contact by the specified search term
Fetch invoice by search term
Fetches the details of an existing invoice by the specified search term
Fetch category by ID
Fetches the details of an existing category by ID
Fetch category by name
Fetches the details of an existing category by name
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch part by search term
Fetches the details of an existing part or product by the specified search term
Fetch country by ID
Fetches a country by ID
Fetch country by name
Fetches a country by name
Fetch order by search term
Fetches the details of an order by the specified search term
Fetch cost centre by ID
Fetches the details of an existing cost centre by ID
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 sevDesk?
sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.
What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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