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
Ticket created
Triggers when a new ticket is created
Client added
Triggers when a new client is added
New subtask
Triggers when a new subtask is created in the selected project
New task
Triggers when a new card is created in the selected project
New person
Triggers when a new person is added
New project
Triggers when a new project is created
New sprint
Triggers when a new sprint is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
New client
Triggers when a new client is created
New milestone
Triggers when a new milestone is created in the selected project
All Actions - Actions are the automated tasks
Create chat
Creates a chat or send messages to an existing chat on behalf of the client
Add comment
Adds a comment to the specified ticket
Create ticket
Creates a new ticket
Send chat message
Sends a chat message to the specified client
Create agent
Creates a new agent
Create client
Creates a new client
Update client
Updates the details of an existing client
Update agent
Updates the details of an existing agent
Update ticket
Updates the details of an existing ticket
Fetch ticket
Fetches the details of an existing ticket using ticket ID
Fetch agent by ID
Fetches the details of an existing agent using agent ID
Fetch agent by email address
Fetches the details of an existing agent using email address
Fetch client
Fetches the details of an existing client using client ID
Create task
Creates a new task
Create time registration
Creates a new time registration
Add person
Adds a new person
Create label
Creates a new label
Create sprint
Creates a new sprint in the selected project
Create client
Creates a new client
Create project
Creates a new project
Create milestone
Creates a new milestone in the selected project
Create subtask
Creates a new sub task/to-do
Fetch label
Fetches an existing label by name
What is Usedesk?
Usedesk is a cloud-based solution that lets you automate customer engagement services and solve customer support tickets. It allows you to create templates, set up automatic responses, make automatic changes to customer status, and more.
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.
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 >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
