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Integrate sevDesk with Forecast
Send information between sevDesk and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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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
- The flow triggers when a new invoice is received in sevDesk.
- 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
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Build your own integrations between sevDesk and Forecast
Connect sevDesk 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 sevDesk and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Invoice created
Triggers when a new invoice is created
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Contact added
Triggers when a new contact (person /company ) is added
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Order received
Triggers when a new invoice is received
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Task created
Triggers when a new task is created
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New sprint
Triggers when a new sprint is created in the selected project
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New milestone
Triggers when a new milestone is created in the selected project
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New client
Triggers when a new client is created
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New task
Triggers when a new card is created in the selected project
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New subtask
Triggers when a new subtask is created in the selected project
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New project
Triggers when a new project is created
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New person
Triggers when a new person is added
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New time entry
Triggers when a new time entry is created in the selected project
All Actions - Actions are the automated tasks
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Create contact address
Creates a new contact address
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Create invoice
Creates a new invoice
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Create voucher
Creates a new voucher
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Create order
Creates a new order
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Create task
Creates a new task
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Create contact
Creates a new contact
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Fetch contact by ID
Fetches the details of an existing contact by ID
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Fetch sevuser by email
Fetches the details of an existing sevuser by email address
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Fetch part by search term
Fetches the details of an existing part or product by the specified search term
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Fetch sevuser by ID
Fetches the details of an existing sevuser by ID
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Fetch country by name
Fetches a country by name
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Fetch invoice by search term
Fetches the details of an existing invoice by the specified search term
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Fetch cost centre by ID
Fetches the details of an existing cost centre by ID
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Fetch category by name
Fetches the details of an existing category by name
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Fetch cost centre by name
Fetches the details of an existing cost centre by name
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Fetch country by ID
Fetches a country by ID
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Fetch contact by search term
Fetches the details of an existing contact by the specified search term
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Fetch order by search term
Fetches the details of an order by the specified search term
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Fetch category by ID
Fetches the details of an existing category by ID
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Create sprint
Creates a new sprint in the selected project
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Create milestone
Creates a new milestone in the selected project
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Create label
Creates a new label
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Create project
Creates a new project
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Create time registration
Creates a new time registration
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Create client
Creates a new client
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Create task
Creates a new task
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Create subtask
Creates a new sub task/to-do
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Add person
Adds a new person
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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.
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.
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