Integrate Octadesk with Flow
Send information between Octadesk and Flow automatically, without writing any code, using Zoho Flow.
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Create action items in your Flow for newly generated tickets in Octadesk
Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will add new tasks to your Flow 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 the selected workspace in Flow.
Create action items in your Flow for newly generated tickets in Octadesk
Octadesk + Flow
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Supported triggers and actions
Integrate Octadesk and Flow 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 list
Triggers when a new list is created
New workspace
Triggers when a new workspace is created
List updated
Triggers when the selected list is updated
New task
Triggers when a new task is created
Task updated
Triggers when the selected task is updated
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
Post comment
Posts a comment in the selected task
Create task
Creates a new task in the selected workspace
What is Octadesk?
Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.
What is Flow?
Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.
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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
Owain ap Rees
Sales Director, Artico
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
