Integrate Octadesk with Tallyfy
Send information between Octadesk and Tallyfy automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add new tasks to your Tallyfy for new tickets generated in Octadesk
Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will create a task in Tallyfy for new tickets created in Octadesk.
How it works
- The flow triggers when a new ticket is added in Octadesk.
- Zoho Flow creates a new task in Tallyfy.
Add new tasks to your Tallyfy for new tickets generated in Octadesk
Octadesk + Tallyfy
Build your own integrations between Octadesk and Tallyfy
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Supported triggers and actions
Integrate Octadesk and Tallyfy 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
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 task
Creates a new task
Start process
Starts a new process using a template
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 Tallyfy?
Tallyfy is business process management software. You can define process blueprints, track processes in real-time, and handle process variation without complex flowcharts.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. 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
