Integrate Groove with Forecast

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

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Create a task in Forecast for new tickets created in Groove

Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will add new tasks to your Forecast for new tickets generated in Groove.

How it works
  1. The flow triggers when a new ticket is created in Groove.
  2. Zoho Flow creates a new task in Forecast.
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Create a task in Forecast for new tickets created in Groove

Groove + Forecast

Build your own integrations between Groove and Forecast

Connect Groove and Forecast with over 650+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Groove and Forecast using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Customer added

Triggers when a customer is added

Ticket assigned

Triggers when a ticket is assigned

Ticket created

Triggers when a new ticket is created

Ticket tagged

Triggers when a ticket is tagged

Ticket closed

Triggers when a ticket is closed

Ticket opened

Triggers when a ticket is opened

Customer replied

Triggers when a customer replies to a ticket

Agent replied

Triggers when an agent replies to a ticket

Ticket deleted

Triggers when a ticket is deleted from trash

Note added

Triggers when a note is added to a ticket

Ticket priority changed

Triggers when a ticket's priority is changed

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

Add note

Adds a private note to an existing ticket

Create new ticket

Starts a new ticket for your customer

Assign agent to ticket

Assigns an agent to a ticket

Reopen ticket

Changes the state of a ticket to Opened

Change ticket state

Changes the state of a ticket

Close ticket

Changes the state of a ticket to Closed

Find customer

Fetches customer profile details using email address

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 Groove?

GrooveHQ is a help desk platform meant for small businesses and startups. It lets you chat with your customers, collaborate on conversations and more.

Customer Support

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

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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 automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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