Integrate Octadesk with Formstack Documents
Send information between Octadesk and Formstack Documents automatically, without writing any code, using Zoho Flow.
Build your own integrations between Octadesk and Formstack Documents
Connect Octadesk and Formstack Documents with over 950+ 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 Formstack Documents 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 Merged Document
Triggers when a merged or populated document is created
All Actions - Actions are the automated tasks
Update organization
Updates the details of an existing organization
Update product
Updates the details of an existing product
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
Update ticket
Updates the details of an existing ticket
Create product
Creates a new product
Create organization
Creates a new organization
Create person
Creates a new person
Create ticket
Creates a new ticket
Create Data Route Merge
Creates a data route merge by sending data to your data route URL
Create Document Merge
Creates a document merge by sending data to merge URL
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 Formstack Documents?
Similar apps
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Toto
Technical Engineer, Master Liveaboards
