Integrate LionDesk with Yodiz
Send information between LionDesk and Yodiz automatically, without writing any code, using Zoho Flow.
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Set up a new task in Yodiz whenever a new task is initiated in LionDesk
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in Yodiz whenever a new task is initiated in LionDesk.
How it works
- The flow triggers when a new task is created in LionDesk.
- Zoho Flow creates a new task in the selected user story in Yodiz.
Set up a new task in Yodiz whenever a new task is initiated in LionDesk
LionDesk + Yodiz
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Supported triggers and actions
Integrate LionDesk and Yodiz using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New task
Triggers when a new task is created
New event
Triggers when a new event is created
New user
Triggers when a new user is added
Epic created
Triggers when a new epic is created
Issue created
Triggers when a new issue is created
Task created
Triggers when a new task is created in a user story
User story created
Triggers when a new user story is created
All Actions - Actions are the automated tasks
Create event
Creates a new event
Create task
Creates a new task
Create contact
Creates a new contact
Fetch contact
Fetches an existing contact
Create issue
Creates a new issue
Create task
Creates a new task in the selected user story
Update user story
Updates the details of an existing user story
Create user story
Creates a new user story
Update epic
Updates the details of an existing epic
Create epic
Creates a new epic
Update issue
Updates the details of an existing issue
Update task
Updates the details of an existing task
What is LionDesk?
LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.
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What is Yodiz?
Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow saves me a lot of time and effort. With my workflows set up, when I wake up in the morning, the repetitive tasks that I used to have to do manually are done for me automatically.
Paul Jozsef
Owner, Paul Jozsef Counselling & Coaching
Zoho Flow has optimized our process and equipped us to make data-driven reports, decisions, and predictions in real time. We've improved our efficiency by over 70% by eliminating manual work. Zoho Flow helps create powerful integrations without the need for a developer. I strongly suggest that any organization running large amounts of data that needs to be automated in real time use Zoho Flow.
Dr. Hoàng Anh Tuấn
Deputy Head of Training, Package Mate
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, Avid Brio
