Integrate Groove with Forecast

Send information between Groove and Forecast automatically, without writing any code, using Zoho Flow.

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Create a task in Forecast for new tickets created in Groove

Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will add new tasks to your Forecast for new tickets generated in Groove.

How it works
  1. The flow triggers when a new ticket is created in Groove.
  2. Zoho Flow creates a new task in Forecast.
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Create a task in Forecast for new tickets created in Groove

Groove + Forecast

Build your own integrations between Groove and Forecast

Connect Groove and Forecast with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Groove and Forecast using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Ticket closed

Triggers when a ticket is closed

Ticket created

Triggers when a new ticket is created

Customer replied

Triggers when a customer replies to a ticket

Ticket tagged

Triggers when a ticket is tagged

Note added

Triggers when a note is added to a ticket

Agent replied

Triggers when an agent replies to a ticket

Ticket assigned

Triggers when a ticket is assigned

Customer added

Triggers when a customer is added

Ticket opened

Triggers when a ticket is opened

Ticket priority changed

Triggers when a ticket's priority is changed

Ticket deleted

Triggers when a ticket is deleted from trash

New person

Triggers when a new person is added

New milestone

Triggers when a new milestone is created in the selected project

New sprint

Triggers when a new sprint 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 project

Triggers when a new project is created

New subtask

Triggers when a new subtask is created in the selected project

New time entry

Triggers when a new time entry is created in the selected project

All Actions - Actions are the automated tasks

Create new ticket

Starts a new ticket for your customer

Add note

Adds a private note to an existing ticket

Close ticket

Changes the state of a ticket to Closed

Reopen ticket

Changes the state of a ticket to Opened

Assign agent to ticket

Assigns an agent to a ticket

Change ticket state

Changes the state of a ticket

Find customer

Fetches customer profile details using email address

Create subtask

Creates a new sub task/to-do

Create label

Creates a new label

Create task

Creates a new task

Create time registration

Creates a new time registration

Create client

Creates a new client

Add person

Adds a new person

Create milestone

Creates a new milestone in the selected project

Create project

Creates a new project

Create sprint

Creates a new sprint in the selected project

Fetch label

Fetches an existing label by name

What is Groove?

GrooveHQ is a help desk platform meant for small businesses and startups. It lets you chat with your customers, collaborate on conversations and more.

Customer Support

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.

Project Management

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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

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