Integrate SupportBee with Forecast

Send information between SupportBee and Forecast automatically, without writing any code, using Zoho Flow.

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Generate a task within your Forecast for fresh tickets initiated in SupportBee

Create tasks for your tickets to guarantee timely resolution of customer queries. This flow will create a task in Forecast for new tickets created in SupportBee.

How it works
  1. The flow triggers when a new ticket is created in SupportBee.
  2. Zoho Flow creates a new task in Forecast.
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Generate a task within your Forecast for fresh tickets initiated in SupportBee

SupportBee + Forecast

Build your own integrations between SupportBee and Forecast

Connect SupportBee and Forecast 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 SupportBee and Forecast using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Ticket

Triggers when a new ticket is created

New Comment

Triggers when a new comment is added to a ticket

New Agent Reply

Triggers when an agent replies to a ticket

New Customer Reply

Triggers when a customer replies to a ticket

New person

Triggers when a new person is added

New milestone

Triggers when a new milestone is created in the selected project

New sprint

Triggers when a new sprint is created in the selected project

New task

Triggers when a new card is created in the selected project

New client

Triggers when a new client is created

New project

Triggers when a new project is created

New subtask

Triggers when a new subtask is created in the selected project

New time entry

Triggers when a new time entry is created in the selected project

All Actions - Actions are the automated tasks

Create Ticket

Creates a new ticket

Create subtask

Creates a new sub task/to-do

Create label

Creates a new label

Create task

Creates a new task

Create time registration

Creates a new time registration

Create client

Creates a new client

Add person

Adds a new person

Create milestone

Creates a new milestone in the selected project

Create project

Creates a new project

Create sprint

Creates a new sprint in the selected project

Fetch label

Fetches an existing label by name

What is SupportBee?

SupportBee is an email ticketing system that lets you manage your tickets easily. Create tickets, assign them to agents or teams, and use snippets to answer frequently asked questions.

Customer Support Helpdesk

What is Forecast?

Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.

Project Management

Build comprehensive workflows using

Webhook triggers

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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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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

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Sales Director, Artico

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 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

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