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Integrate Octadesk with Forecast
Send information between Octadesk and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Add new tasks to your Forecast for new tickets generated in Octadesk
Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will generate a task within your Forecast for fresh tickets initiated in Octadesk.
How it works
- The flow triggers when a new ticket is added in Octadesk.
- Zoho Flow creates a new task in Forecast.
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Add new tasks to your Forecast for new tickets generated in Octadesk
Octadesk + Forecast
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Build your own integrations between Octadesk and Forecast
Connect Octadesk and Forecast with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Octadesk and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Customer added
Triggers when a new customer is added
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Organization added
Triggers when a new organisation is added
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Agent added
Triggers when a new agent is added
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Ticket added
Triggers when a new ticket is added
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New person
Triggers when a new person is added
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New milestone
Triggers when a new milestone is created in the selected project
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New sprint
Triggers when a new sprint is created in the selected project
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New task
Triggers when a new card is created in the selected project
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New client
Triggers when a new client is created
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New project
Triggers when a new project is created
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New subtask
Triggers when a new subtask is created in the selected project
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New time entry
Triggers when a new time entry is created in the selected project
All Actions - Actions are the automated tasks
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Create organization
Creates a new organization
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Create product
Creates a new product
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Update ticket
Updates the details of an existing ticket
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Create ticket
Creates a new ticket
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Create person
Creates a new person
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Update organization
Updates the details of an existing organization
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Update product
Updates the details of an existing product
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Fetch requester
Fetches the details of an existing requester using email address
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Fetch person
Fetches the details of an existing person using email address
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Fetch organization
Fetches the details of an existing organization by name
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Search ticket
Search for an existing ticket
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Create subtask
Creates a new sub task/to-do
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Create label
Creates a new label
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Create task
Creates a new task
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Create time registration
Creates a new time registration
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Create client
Creates a new client
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Add person
Adds a new person
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Create milestone
Creates a new milestone in the selected project
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Create project
Creates a new project
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Create sprint
Creates a new sprint in the selected project
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Fetch label
Fetches an existing label by name
What is Octadesk?
Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.
Similar apps
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.
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