

Integrate Octadesk with Forecast
Send information between Octadesk and Forecast automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Add new tasks to your Forecast for new tickets generated in Octadesk
Ensure all customer concerns are promptly addressed by creating tasks for each ticket. This flow will generate a task within your Forecast for fresh tickets initiated in Octadesk.
How it works
- The flow triggers when a new ticket is added in Octadesk.
- Zoho Flow creates a new task in Forecast.


Add new tasks to your Forecast for new tickets generated in Octadesk
Octadesk + Forecast

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Supported triggers and actions
Integrate Octadesk and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Organization added
Triggers when a new organisation is added

Customer added
Triggers when a new customer is added

Ticket added
Triggers when a new ticket is added

Agent added
Triggers when a new agent is added

New person
Triggers when a new person is added

New time entry
Triggers when a new time entry is created in the selected project

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
All Actions - Actions are the automated tasks

Update ticket
Updates the details of an existing ticket

Create product
Creates a new product

Create person
Creates a new person

Create ticket
Creates a new ticket

Create organization
Creates a new organization

Update product
Updates the details of an existing product

Update organization
Updates the details of an existing organization

Fetch organization
Fetches the details of an existing organization by name

Fetch person
Fetches the details of an existing person using email address

Fetch requester
Fetches the details of an existing requester using email address

Search ticket
Search for an existing ticket

Create project
Creates a new project

Create time registration
Creates a new time registration

Create task
Creates a new task

Create label
Creates a new label

Add person
Adds a new person

Create client
Creates a new client

Create sprint
Creates a new sprint in the selected project

Create milestone
Creates a new milestone in the selected project

Create subtask
Creates a new sub task/to-do

Fetch label
Fetches an existing label by name
What is Octadesk?
Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.
Similar apps
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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