

Integrate Octadesk with Aero Workflow
Send information between Octadesk and Aero Workflow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a task in Aero Workflow for new tickets created in Octadesk
Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will add new tasks to your Aero Workflow for new tickets generated in Octadesk.
How it works
- The flow triggers when a new ticket is added in Octadesk.
- Zoho Flow creates a new task in Aero Workflow.


Create a task in Aero Workflow for new tickets created in Octadesk
Octadesk + Aero Workflow

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Supported triggers and actions
Integrate Octadesk and Aero Workflow using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Customer added
Triggers when a new customer is added

Organization added
Triggers when a new organisation is added

Agent added
Triggers when a new agent is added

Ticket added
Triggers when a new ticket is added

New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks

Create organization
Creates a new organization

Create product
Creates a new product

Update ticket
Updates the details of an existing ticket

Create ticket
Creates a new ticket

Create person
Creates a new person

Update organization
Updates the details of an existing organization

Update product
Updates the details of an existing product

Fetch requester
Fetches the details of an existing requester using email address

Fetch person
Fetches the details of an existing person using email address

Fetch organization
Fetches the details of an existing organization by name

Search ticket
Search for an existing ticket

Create contact
Creates a new contact

Create email
Creates a new email

Create company
Creates a new company

Create task
Creates a new task

Create appointment
Creates a new appointment

Fetch contact
Fetch details of a contact by ID
What is Octadesk?
Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.
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What is Aero Workflow?
Aero Workflow is an accounting workflow management platform. You can create task templates, schedule tasks, and track work and time effectively.
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