Integrate sevDesk with Yodiz

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

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Initiate a new task in Yodiz whenever an order is created in sevDesk

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Yodiz whenever a new order is placed 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 the selected user story in Yodiz.
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Initiate a new task in Yodiz whenever an order is created in sevDesk

sevDesk + Yodiz

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Supported triggers and actions

Integrate sevDesk and Yodiz 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

Epic created

Triggers when a new epic is created

Issue created

Triggers when a new issue is created

Task created

Triggers when a new task is created in a user story

User story created

Triggers when a new user story is created

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 user story

Creates a new user story

Update epic

Updates the details of an existing epic

Create task

Creates a new task in the selected user story

Update user story

Updates the details of an existing user story

Create issue

Creates a new issue

Create epic

Creates a new epic

Update issue

Updates the details of an existing issue

Update task

Updates the details of an existing task

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 Yodiz?

Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.

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 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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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