

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


Add new tasks to your Workstack for new tickets generated in Octadesk
Create tasks for your tickets to guarantee timely resolution of customer queries. This flow will generate a task within your Workstack 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 the selected todo in Workstack.


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

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Supported triggers and actions
Integrate Octadesk and Workstack 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 project
Triggers when a new project is created

New meeting
Triggers when a new meeting is created for the selected user

New todo list
Triggers when a new todo list is created in the selected project

New task
Triggers when a new task is created for the selected user

New todo
Triggers when a new todo is created in the selected project
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 todo
Creates a new todo in the selected project

Create task
Creates a new task in the selected todo

Create meeting
Creates a new meeting

Create todo list
Creates a new todo list in the selected project

Create project
Creates a new project
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 Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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