Integrate Octadesk with TeamGrid

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

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

Efficiently address customer concerns by promptly creating tasks. This flow will add new tasks to your TeamGrid for new tickets generated 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 TeamGrid.
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Create action items in your TeamGrid for newly generated tickets in Octadesk

Octadesk + TeamGrid

Build your own integrations between Octadesk and TeamGrid

Connect Octadesk and TeamGrid 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 TeamGrid 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

Task completed

Triggers when task is completed

Task created

Triggers when a task is created

Project created

Triggers when a new project is created

Project completed

Triggers when a project is completed

Contact created

Triggers when a new contact is created

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

Complete project

Completes an existing project

Create project

Creates a new project

Create task

Creates a new task

Complete task

Completes an existing 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.

Customer Support

What is TeamGrid?

TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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