Integrate Usedesk with Forecast
Send information between Usedesk and Forecast automatically, without writing any code, using Zoho Flow.
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Add new tasks to your Forecast for new tickets generated in Usedesk
Promptly address your customers' issues by creating tasks whenever a new ticket arises. This flow will create a task in Forecast for new tickets created in Usedesk.
How it works
- The flow triggers when a new ticket is created in Usedesk.
- Zoho Flow creates a new task in Forecast.
Add new tasks to your Forecast for new tickets generated in Usedesk
Usedesk + Forecast
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Supported triggers and actions
Integrate Usedesk and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New ticket
Triggers when a new ticket is created
New client
Triggers when a new client is created
New subtask
Triggers when a new subtask is created in the selected project
New project
Triggers when a new project is created
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
All Actions - Actions are the automated tasks
Send chat message
Sends a chat message to the client in chat
Create client
Create a new client
Add comment
Add a comment to a ticket
Create agent
Creates a new agent
Create chat
Create a chat or send messages to an existing chat on behalf of the client
Create ticket
Create a new ticket
Update agent
Updates an existing agent
Update client
Update details of a client
Update ticket
Update details of a ticket
Fetch agent by ID
Fetch details of an agent using id
Fetch client
Fetch details of a client using id
Fetch agent by email
Fetch details of an agent using email id
Fetch ticket
Fetch details of a ticket using ticket id
Create task
Creates a new task
Create time registration
Creates a new time registration
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
Create project
Creates a new project
Fetch label
Fetches an existing label by name
What is Usedesk?
Usedesk customer support application
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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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.
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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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
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
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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
