Integrate sevDesk with Yodiz
Send information between sevDesk and Yodiz automatically, without writing any code, using Zoho Flow.
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Initiate a new task in Yodiz whenever an order is created in sevDesk
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Yodiz whenever a new order is placed 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 user story in Yodiz.
Initiate a new task in Yodiz whenever an order is created in sevDesk
sevDesk + Yodiz
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Supported triggers and actions
Integrate sevDesk and Yodiz 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
Task created
Triggers when a new task is created in a user story
Epic created
Triggers when a new epic is created
User story created
Triggers when a new user story is created
Issue created
Triggers when a new issue 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 issue
Creates a new issue
Update issue
Updates the details of an existing issue
Update user story
Updates the details of an existing user story
Create task
Creates a new task in the selected user story
Update epic
Updates the details of an existing epic
Create user story
Creates a new user story
Create epic
Creates a new epic
Update task
Updates the details of an existing task
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 Yodiz?
Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.
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Logic
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Custom functions
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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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.
Neville Mader
Director, Perth Security Services
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
