Integrate Teamwork Desk with Forecast
Send information between Teamwork Desk and Forecast automatically, without writing any code, using Zoho Flow.
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Create action items in your Forecast for newly generated tickets in Teamwork Desk
Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will add new tasks to your Forecast for new tickets generated in Teamwork Desk.
How it works
- The flow triggers when a new ticket is created in Teamwork Desk.
- Zoho Flow creates a new task in Forecast.
Create action items in your Forecast for newly generated tickets in Teamwork Desk
Teamwork Desk + Forecast
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Supported triggers and actions
Integrate Teamwork Desk and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New ticket note
Triggers when a ticket note is added
Thread edited
Triggers when a thread in the selected inbox is edited
Ticket assigned
Triggers when a ticket in the selected inbox is assigned
New customer
Triggers when a new customer is created
Updated customer details
Triggers when the details of a customer are updated
New ticket
Triggers when a new ticket is created
New agent reply
Triggers when an agent sends a reply
New customer reply
Triggers when a customer sends a reply
New sprint
Triggers when a new sprint is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
New person
Triggers when a new person is added
New project
Triggers when a new project is created
New subtask
Triggers when a new subtask is created in the selected project
New task
Triggers when a new card is created in the selected project
New client
Triggers when a new client is created
New milestone
Triggers when a new milestone is created in the selected project
All Actions - Actions are the automated tasks
Create customer
Creates a new customer
Create ticket
Creates a new ticket
Unassign ticket
Unassigns the selected ticket
Update customer
Updates the details of an existing customer
Update ticket
Updates an existing ticket
Link task to ticket
Links a task to a ticket
Assign ticket
Assigns the selected ticket to a user
Reply to ticket
Adds a reply to the selected ticket
Fetch ticket
Fetches a ticket by ticket ID or keyword
Fetch customer
Fetches an existing customer by name or email address. You can choose to create one if none are found.
Create task
Creates a new task
Create time registration
Creates a new time registration
Create project
Creates a new project
Create subtask
Creates a new sub task/to-do
Create milestone
Creates a new milestone in the selected project
Create sprint
Creates a new sprint in the selected project
Add person
Adds a new person
Create client
Creates a new client
Create label
Creates a new label
Fetch label
Fetches an existing label by name
What is Teamwork Desk?
Teamwork Desk is help desk software that lets you manage tickets, reports, and help docs. You can organize tickets with tags and smart inboxes, and get instant feedback from your customers.
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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