Integrate Octadesk with LiquidPlanner
Send information between Octadesk and LiquidPlanner automatically, without writing any code, using Zoho Flow.
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Generate a task within your LiquidPlanner for fresh tickets initiated in Octadesk
Create tasks for your tickets to guarantee timely resolution of customer queries. This flow will add new tasks to your LiquidPlanner 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 LiquidPlanner.
Generate a task within your LiquidPlanner for fresh tickets initiated in Octadesk
Octadesk + LiquidPlanner
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Supported triggers and actions
Integrate Octadesk and LiquidPlanner 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 or updated comment
Triggers when a comment is created or updated
New or updated document
Triggers when a document is created or updated
New or updated task
Triggers when a task is created or updated
New or updated package
Triggers when a package is added or updated
New or updated project
Triggers when a project is created or updated
New or updated client
Triggers when a new client is added or details of an existing client are 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
Create a milestone
Creates a new milestone
Create an event
Create a full day event
Create a package
Creates a new package
Create a project
Creates a new project
Create folder
Creates a new folder
Create a task
Creates a new task
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 LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
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Learn more >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. 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
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