Integrate Octadesk with Redbooth

Send information between Octadesk and Redbooth automatically, without writing any code, using Zoho Flow.

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Create action items in your Redbooth for newly generated tickets in Octadesk

Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will generate a task within your Redbooth for fresh tickets initiated in Octadesk.

How it works
  1. The flow triggers when a new ticket is added in Octadesk.
  2. Zoho Flow creates a new task in Redbooth.
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Create action items in your Redbooth for newly generated tickets in Octadesk

Octadesk + Redbooth

Build your own integrations between Octadesk and Redbooth

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Supported triggers and actions

Integrate Octadesk and Redbooth 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 workspace

Triggers when a new workspace is created in the selected organization

New organization

Triggers when a new organization is created

New task list

Triggers when a new task list is created

New task

Triggers when a new task is created

New notification

Triggers when you have a new notification

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

Add comment

Adds a new comment

Create organization

Creates a new organization

Create task list

Creates a new task list

Create task

Creates a new task

Create workspace

Creates a new workspace in the selected organization

What is Octadesk?

Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.

Customer Support

What is Redbooth?

Redbooth is online project management software. You can sort tasks, delegate responsibilities, and visualize project timelines with Gantt charts.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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