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Integrate Octadesk with LiquidPlanner
Send information between Octadesk and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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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.
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Generate a task within your LiquidPlanner for fresh tickets initiated in Octadesk
Octadesk + LiquidPlanner
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Build your own integrations between Octadesk and LiquidPlanner
Connect Octadesk and LiquidPlanner 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 LiquidPlanner 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 or updated comment
Triggers when a comment is created or updated
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New or updated document
Triggers when a document is created or updated
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New or updated task
Triggers when a task is created or updated
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New or updated package
Triggers when a package is added or updated
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New or updated project
Triggers when a project is created or updated
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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
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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 a milestone
Creates a new milestone
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Create an event
Create a full day event
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Create a package
Creates a new package
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Create a project
Creates a new project
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Create folder
Creates a new folder
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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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