Integrate Zendesk with Forecast
Send information between Zendesk 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 Zendesk
Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will create a task in your Forecast for newly generated tickets in Zendesk.
How it works
- The flow triggers when a new ticket is created in Zendesk.
- Zoho Flow creates a new task in Forecast.
Create action items in your Forecast for newly generated tickets in Zendesk
Zendesk + Forecast
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Supported triggers and actions
Integrate Zendesk and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Organization created
Triggers when a new organization is created
Ticket created
Triggers when a new ticket is created
Ticket updated
Triggers when the details of a ticket is updated
User created
Triggers when a new user is created
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 User
Creates a new user
Add Tag
Adds tag to the selected ticket
Create Ticket
Creates a new ticket
Create Organization
Creates a new organization
Create Request
Creates a new ticket in a verified end user's account
Update Organization
Updates an existing organization
Update Ticket
Updates an existing ticket status or adds comments
Add Comment
Adds comment to the selected ticket
Update User Details
Updates an existing user's details
Fetch Ticket
Fetches a ticket by ID
Fetch Organization
Fetches the details of an existing organization
Fetch User
Fetches the details of an existing user by ID
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 Zendesk?
Zendesk is a cloud-based help-desk solution that helps you track, prioritize, and solve customer interactions. You can add dynamic content, use or define macros to respond quickly, and obtain detailed insights on all 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.
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.
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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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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