Integrate Zoho Contracts with Octadesk
Send information between Zoho Contracts and Octadesk automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Contracts and Octadesk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contract signed
Triggers when a contract is signed
Overdue obligation
Triggers when an obligation is overdue
Contract expired
Triggers when a contract is expired
Counterparty created
Triggers when a new counterparty is created
Contract created
Triggers when a new contract is created
Contract status updated
Triggers when a contract status is updated
Obligation created
Triggers when an obligation is created in a contract
Counterparty contact created
Triggers when a new counterparty contact is created
Obligation status updated
Triggers when an obligation status is updated
Contract state moved to active
Triggers when the state of the contract is moved to active
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 obligation
Creates a new obligation in the specified contract
Create contract
Creates a new contract
Create counterparty contact
Creates a new counterparty contact
Create counterparty
Creates a new counterparty
Transfer contract ownership
Transfers ownership of an existing contract
Update counterparty
Updates the details of an existing counterparty
Fetch counterparty
Fetches the details of an existing counterparty by name or organization API name
Create ticket
Creates a new ticket
Create person
Creates a new person
Create product
Creates a new product
Update ticket
Updates the details of an existing ticket
Create organization
Creates a new organization
Update organization
Updates the details of an existing organization
Update product
Updates the details of an existing product
Fetch organization
Fetches the details of an existing organization by name
Fetch requester
Fetches the details of an existing requester using email address
Fetch person
Fetches the details of an existing person using email address
Search ticket
Search for an existing ticket
What is Zoho Contracts?
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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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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.
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