Integrate Octadesk with weForms
Send information between Octadesk and weForms automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new ticket in Octadesk following a form submission in weForms
Improve response times to customer queries by promptly generating tickets upon form submission. This flow will create a new ticket in Octadesk for new form submission in weForms.
How it works
- The flow triggers when a form entry is submitted in weForms.
- Zoho Flow creates a new ticket in Octadesk.
Create a new ticket in Octadesk following a form submission in weForms
weForms + Octadesk
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Supported triggers and actions
Integrate Octadesk and weForms using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer added
Triggers when a new customer is added
Organization added
Triggers when a new organisation is added
Agent added
Triggers when a new agent is added
Ticket added
Triggers when a new ticket is added
Form entry submitted
Triggers when a form entry is submitted
All Actions - Actions are the automated tasks
Create organization
Creates a new organization
Create product
Creates a new product
Update ticket
Updates the details of an existing ticket
Create ticket
Creates a new ticket
Create person
Creates a new person
Update organization
Updates the details of an existing organization
Update product
Updates the details of an existing product
Fetch requester
Fetches the details of an existing requester using email address
Fetch person
Fetches the details of an existing person using email address
Fetch organization
Fetches the details of an existing organization by name
Search ticket
Search for an existing ticket
What is Octadesk?
Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.
What is weForms?
WeForms is a form builder WordPress plugin that can help you create online contact forms.
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Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. 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
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
