Integrate Octadesk with LiquidPlanner
Send information between Octadesk and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a task within your LiquidPlanner for fresh tickets initiated in Octadesk
Create tasks for your tickets to guarantee timely resolution of customer queries. This flow will add new tasks to your LiquidPlanner for new tickets generated in Octadesk.
How it works
- The flow triggers when a new ticket is added in Octadesk.
- Zoho Flow creates a new task in LiquidPlanner.
Generate a task within your LiquidPlanner for fresh tickets initiated in Octadesk
Octadesk + LiquidPlanner
Build your own integrations between Octadesk and LiquidPlanner
Connect Octadesk and LiquidPlanner with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Octadesk and LiquidPlanner 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
New or updated document
Triggers when a document is created or updated
New or updated package
Triggers when a package is added or updated
New or updated project
Triggers when a project is created or updated
New or updated comment
Triggers when a comment is created or updated
New or updated task
Triggers when a task is created or updated
New or updated client
Triggers when a new client is added or details of an existing client are updated
All Actions - Actions are the automated tasks
Create ticket
Creates a new ticket
Create person
Creates a new person
Create product
Creates a new product
Update ticket
Updates the details of an existing ticket
Create organization
Creates a new organization
Update organization
Updates the details of an existing organization
Update product
Updates the details of an existing product
Fetch organization
Fetches the details of an existing organization by name
Fetch requester
Fetches the details of an existing requester using email address
Fetch person
Fetches the details of an existing person using email address
Search ticket
Search for an existing ticket
Create an event
Create a full day event
Create a project
Creates a new project
Create folder
Creates a new folder
Create a milestone
Creates a new milestone
Create a package
Creates a new package
Create a task
Creates a new task
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 LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
Similar apps
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.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >After implementing Zoho Flow, we reduced manual data entry errors by over 80%, saving a dozen work hours each month. Cost-wise, this translates to saving $5000–$7,000 per year, in addition to faster response times and higher lead conversion potential.
Yaniv David
Ecommerce Business Operations Manager, Amazos
Zoho Flow has automated all my manual work and helped me reinvest in my business. It ensures all my data is consistent and accurate across all my apps and helps me offer a uniform customer experience. Using Zoho Flow, I'm saving 180 hours and over $10,000/year. It has ensured I can easily scale my business at any time.
Frank Cowell
Founder and CEO, Package Mate
We’ve been able to bring our best-practice process visions to life. Flow isn’t just an integration tool—it’s the backbone of how we scale.
Melanie Murphy
Zoho Systems Administrator, Ascent Solutions
