Integrate Fulcrum with Teamwork Desk
Send information between Fulcrum and Teamwork Desk automatically, without writing any code, using Zoho Flow.
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Create a ticket in Teamwork Desk whenever a new submission is made in Fulcrum
Centralize all incoming inquiries and requests onto a single platform to optimize team responsiveness. This flow will generate a new ticket in Teamwork Desk each time a form is submitted in Fulcrum.
How it works
- The flow triggers when a new record is created in Fulcrum.
- Zoho Flow creates a new ticket in Teamwork Desk.
Create a ticket in Teamwork Desk whenever a new submission is made in Fulcrum
Fulcrum + Teamwork Desk
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Supported triggers and actions
Integrate Fulcrum and Teamwork Desk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New record
Triggers when a new record is created
Record updated
Triggers when an existing record is updated
Ticket assigned
Triggers when a ticket in the selected inbox is assigned
New ticket
Triggers when a new ticket is created
Thread edited
Triggers when a thread in the selected inbox is edited
New customer reply
Triggers when a customer sends a reply
New customer
Triggers when a new customer is created
New ticket note
Triggers when a ticket note is added
New agent reply
Triggers when an agent sends a reply
Updated customer details
Triggers when the details of a customer are updated
All Actions - Actions are the automated tasks
Create ticket
Creates a new ticket
Create customer
Creates a new customer
Assign ticket
Assigns the selected ticket to a user
Link task to ticket
Links a task to a ticket
Update customer
Updates the details of an existing customer
Unassign ticket
Unassigns the selected ticket
Reply to ticket
Adds a reply to the selected ticket
Update ticket
Updates an existing ticket
Fetch customer
Fetches an existing customer by name or email address. Optionally, creates one if none are found
Fetch ticket
Fetches a ticket by ticket ID or keyword
What is Fulcrum?
Similar apps
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.
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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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. 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.
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Director, Perth Security Services
