Integrate Omnisend with Forecast

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

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Create a task in Forecast each time a new order is made in Omnisend

Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will initiate a new task in Forecast whenever an order is created in Omnisend.

How it works
  1. The flow triggers when a new order is created in Omnisend.
  2. Zoho Flow creates a new task in Forecast.
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Create a task in Forecast each time a new order is made in Omnisend

Omnisend + Forecast

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Supported triggers and actions

Integrate Omnisend and Forecast using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Product added

Triggers when a new product is added

Order created

Triggers when a new order is created

Campaign created

Triggers when a new campaign 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 order

Creates a new order

Create or update contact

Creates a new contact or updates an existing contact. This action creates or updates based on email.

Add product

Adds a new product

Update order

Updates the details of an existing order

Update product

Updates the details of an existing product

Fetch contact

Fetches the details of an existing contact

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 Omnisend?

Omnisend is an ecommerce marketing automation platform. You can provide coupon codes, track abandoned carts, and manage subscribers in segments.

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.

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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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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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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