Integrate Planio with Octadesk
Send information between Planio and Octadesk automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Planio and Octadesk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Issue added
Triggers when a new issue is added
Company added
Triggers when a new company is added
Contact added
Triggers when a new contact is added
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
Update company
Updates the details of an existing company
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Create issue
Creates a new issue
Add company
Adds a new company
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
What is Planio?
Planio is a cloud-based project management and issue tracking solution that enables users to manage workflows, track bugs and issues, and build a central database for document management.
What is Octadesk?
Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.
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Custom functions
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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