Integrate Freshdesk with Forecast
Send information between Freshdesk and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Forecast for new tickets created in Freshdesk
Efficiently address customer concerns by promptly creating tasks. This flow will create a task in your Forecast for newly generated tickets in Freshdesk.
How it works
- The flow triggers when a new ticket is created in Freshdesk.
- Zoho Flow creates a new task in Forecast.
Create a task in Forecast for new tickets created in Freshdesk
Freshdesk + Forecast
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Supported triggers and actions
Integrate Freshdesk and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when the details of an existing contact are updated
Ticket created
Triggers when a new ticket is created
Ticket note added
Triggers when a note is added to the selected ticket
Contact created
Triggers when a new contact is created
Ticket updated
Triggers when the details of an existing ticket are updated
New sprint
Triggers when a new sprint is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New client
Triggers when a new client is created
New task
Triggers when a new card is created in the selected project
New subtask
Triggers when a new subtask is created in the selected project
New project
Triggers when a new project is created
New person
Triggers when a new person is added
New time entry
Triggers when a new time entry is created in the selected project
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create forum category
Creates a new forum category
Create company
Creates a new company
Create group
Creates a new group
Create ticket
Creates a new ticket
Add notes to ticket
Adds private or public notes to the selected ticket
Create forum
Creates a new forum in the selected category
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Update ticket
Updates the details of an existing ticket
Fetch company
Fetches the details of an existing company by domain
Fetch ticket by ID
Fetches the details of an existing ticket by ID
Fetch ticket status by ID
Fetches the status of a specific ticket by ID
Fetch contact
Fetches the details of an existing contact by email address, phone number, or mobile number
Fetch company by ID
Fetches the details of an existing company by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch ticket priority by ID
Fetches the priority details of a specific ticket by ID
Fetch agent
Fetches the details of an existing agent by email address, phone number, or mobile number
Fetch group by ID
Fetches the details of an existing group by ID
Fetch ticket
Fetches the details of an existing ticket by requester email address and subject
Fetch ticket priority
Fetches the priority details of a specific ticket by label
Fetch agent by ID
Fetches the details of an existing agent by ID
Fetch ticket status
Fetches the status of a specific ticket by label
Create sprint
Creates a new sprint in the selected project
Create milestone
Creates a new milestone in the selected project
Create label
Creates a new label
Create project
Creates a new project
Create time registration
Creates a new time registration
Create client
Creates a new client
Create task
Creates a new task
Create subtask
Creates a new sub task/to-do
Add person
Adds a new person
Fetch label
Fetches an existing label by name
What is Freshdesk?
Freshdesk is an online cloud-based customer service platform. You can keep track of your conversations, collaborate with colleagues, and improve team efficiency with accurate metrics.
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.
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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