Integrate Zoho Forms with Octadesk

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

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Create a ticket in Octadesk for new form submissions in Zoho Forms

Ensure that all form submissions and queries are systematically logged and tracked as tickets. This flow will create a fresh ticket in Octadesk upon receiving a new form submission in Zoho Forms.

How it works
  1. The flow triggers when a new entry is submitted in the selected form in Zoho Forms.
  2. Zoho Flow creates a new ticket in Octadesk.
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Create a ticket in Octadesk for new form submissions in Zoho Forms

Zoho Forms + Octadesk

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Supported triggers and actions

Integrate Zoho Forms and Octadesk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Entry submitted - New version

Triggers when a new entry is submitted in the selected form

Entry submitted - Old version

Triggers when a new entry is submitted in the selected form

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

What is Zoho Forms?

Zoho Forms is a form builder solution that helps you create, share, and collect data through forms for all your business needs. You can also create custom data reports, configure email notifications, assign tasks and approvals to your team mates, and personalize your customer follow-up process.

Forms Popular Zoho

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

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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