Integrate Octadesk with TeamGrid

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

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

Efficiently address customer concerns by promptly creating tasks. This flow will add new tasks to your TeamGrid 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 TeamGrid.
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Create action items in your TeamGrid for newly generated tickets in Octadesk

Octadesk + TeamGrid

Build your own integrations between Octadesk and TeamGrid

Connect Octadesk and TeamGrid 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 TeamGrid 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

Project completed

Triggers when a project is completed

Task completed

Triggers when task is completed

Project created

Triggers when a new project is created

Task created

Triggers when a task is created

Contact created

Triggers when a new contact 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 project

Creates a new project

Complete project

Completes an existing project

Create task

Creates a new task

Complete task

Completes an existing 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.

Customer Support

What is TeamGrid?

TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.

Project Management

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.

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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

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

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