Integrate Octadesk with Flow

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

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Create action items in your Flow for newly generated tickets in Octadesk

Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will add new tasks to your Flow for new tickets generated in Octadesk.

How it works
  1. The flow triggers when a new ticket is added in Octadesk.
  2. Zoho Flow creates a new task in the selected workspace in Flow.
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Create action items in your Flow for newly generated tickets in Octadesk

Octadesk + Flow

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Supported triggers and actions

Integrate Octadesk and Flow using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Agent added

Triggers when a new agent is added

Ticket added

Triggers when a new ticket is added

Customer added

Triggers when a new customer is added

Organization added

Triggers when a new organisation is added

List updated

Triggers when the selected list is updated

Task updated

Triggers when the selected task is updated

New task

Triggers when a new task is created

New workspace

Triggers when a new workspace is created

New list

Triggers when a new list is created

All Actions - Actions are the automated tasks

Create ticket

Creates a new ticket

Create person

Creates a new person

Create organization

Creates a new organization

Create product

Creates a new product

Update ticket

Updates the details of an existing ticket

Update product

Updates the details of an existing product

Update organization

Updates the details of an existing organization

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

Post comment

Posts a comment in the selected task

Create task

Creates a new task in the selected workspace

What is Octadesk?

Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.

Customer Support

What is Flow?

Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.

To-Do Lists

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.

Learn more >

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 >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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 helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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