Integrate Teamwork Desk with Forecast
Send information between Teamwork Desk and Forecast automatically, without writing any code, using Zoho Flow.
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Create action items in your Forecast for newly generated tickets in Teamwork Desk
Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will add new tasks to your Forecast for new tickets generated in Teamwork Desk.
How it works
- The flow triggers when a new ticket is created in Teamwork Desk.
- Zoho Flow creates a new task in Forecast.
Create action items in your Forecast for newly generated tickets in Teamwork Desk
Teamwork Desk + Forecast
Build your own integrations between Teamwork Desk and Forecast
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Supported triggers and actions
Integrate Teamwork Desk and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New customer
Triggers when a new customer is created
New customer reply
Triggers when a customer sends a reply
New ticket
Triggers when a new ticket is created
New ticket note
Triggers when a ticket note is added
New agent reply
Triggers when an agent sends a reply
Ticket assigned
Triggers when a ticket in the selected inbox is assigned
Updated customer details
Triggers when the details of a customer are updated
Thread edited
Triggers when a thread in the selected inbox is edited
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
Create customer
Creates a new customer
Assign ticket
Assigns the selected ticket to a user
Link task to ticket
Links a task to a ticket
Reply to ticket
Adds a reply to the selected ticket
Unassign ticket
Unassigns the selected ticket
Update customer
Updates the details of an existing customer
Update ticket
Updates an existing ticket
Fetch customer
Fetches an existing customer by name or email address. You can choose to create one if none are found.
Fetch ticket
Fetches a ticket by ticket ID or keyword
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 Teamwork Desk?
Teamwork Desk is help desk software that lets you manage tickets, reports, and help docs. You can organize tickets with tags and smart inboxes, and get instant feedback from your customers.
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.
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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
