Integrate LiveAgent with Forecast

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

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Create a task in Forecast for new tickets created in LiveAgent

Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will create a task in Forecast for new tickets created in LiveAgent.

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

LiveAgent + Forecast

Build your own integrations between LiveAgent and Forecast

Connect LiveAgent and Forecast with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate LiveAgent and Forecast using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created

Triggers when a new company is created

Ticket created

Triggers when a new ticket is created

Contact created

Triggers when a new contact is created

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 ticket

Creates a new ticket

Add contact to group

Adds a contact to the selected group

Create company

Creates a new company

Create contact

Creates a new contact

Update ticket

Updates the details of an existing ticket

Remove contact from group

Removes a contact from the selected group

Update company

Updates the details of an existing company

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact by ID, first name, last name, or email address

Fetch ticket

Fetches the details of an existing ticket by ID or subject

Fetch company

Fetches the details of an existing company by ID, name, or 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 LiveAgent?

LiveAgent is help desk software with gamification and analytics overview. You can manage tickets, calls, portals, and chat easily.

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.

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Custom functions

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

Learn more >

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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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