Integrate sevDesk with Forecast

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

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Create a new task in Forecast when a new order is created in sevDesk

Ensure timely follow-ups on orders from start to delivery by automatically creating tasks. This flow will create a new task in Forecast when a order is created in sevDesk.

How it works
  1. The flow triggers when a new invoice is received in sevDesk.
  2. Zoho Flow creates a new task in Forecast.
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Create a new task in Forecast when a new order is created in sevDesk

sevDesk + Forecast

Build your own integrations between sevDesk and Forecast

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Supported triggers and actions

Integrate sevDesk and Forecast using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Invoice created

Triggers when a new invoice is created

Contact added

Triggers when a new contact (person /company ) is added

Order received

Triggers when a new invoice is received

Task created

Triggers when a new task 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 contact address

Creates a new contact address

Create invoice

Creates a new invoice

Create voucher

Creates a new voucher

Create order

Creates a new order

Create task

Creates a new task

Create contact

Creates a new contact

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch sevuser by email

Fetches the details of an existing sevuser by email address

Fetch part by search term

Fetches the details of an existing part or product by the specified search term

Fetch sevuser by ID

Fetches the details of an existing sevuser by ID

Fetch country by name

Fetches a country by name

Fetch invoice by search term

Fetches the details of an existing invoice by the specified search term

Fetch cost centre by ID

Fetches the details of an existing cost centre by ID

Fetch category by name

Fetches the details of an existing category by name

Fetch cost centre by name

Fetches the details of an existing cost centre by name

Fetch country by ID

Fetches a country by ID

Fetch contact by search term

Fetches the details of an existing contact by the specified search term

Fetch order by search term

Fetches the details of an order by the specified search term

Fetch category by ID

Fetches the details of an existing category by ID

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 sevDesk?

sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.

Accounting

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. 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

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