Integrate sevDesk with Workast

Send information between sevDesk and Workast automatically, without writing any code, using Zoho Flow.

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Create a new task in Workast when a order is created in sevDesk

Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in Workast whenever an order is created in sevDesk.

How it works
  1. The flow triggers when a new invoice is received in sevDesk.
  2. Zoho Flow creates a new task in Workast.
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Create a new task in Workast when a order is created in sevDesk

sevDesk + Workast

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Supported triggers and actions

Integrate sevDesk and Workast using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Invoice created

Triggers when a new invoice is created

Contact added

Triggers when a new contact (person /company ) is added

Order received

Triggers when a new invoice is received

Task created

Triggers when a new task is created

Task created

Triggers when a new task is created in a space

All Actions - Actions are the automated tasks

Create contact address

Creates a new contact address

Create invoice

Creates a new invoice

Create voucher

Creates a new voucher

Create order

Creates a new order

Create task

Creates a new task

Create contact

Creates a new contact

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch sevuser by email

Fetches the details of an existing sevuser by email address

Fetch part by search term

Fetches the details of an existing part or product by the specified search term

Fetch sevuser by ID

Fetches the details of an existing sevuser by ID

Fetch country by name

Fetches a country by name

Fetch invoice by search term

Fetches the details of an existing invoice by the specified search term

Fetch cost centre by ID

Fetches the details of an existing cost centre by ID

Fetch category by name

Fetches the details of an existing category by name

Fetch cost centre by name

Fetches the details of an existing cost centre by name

Fetch country by ID

Fetches a country by ID

Fetch contact by search term

Fetches the details of an existing contact by the specified search term

Fetch order by search term

Fetches the details of an order by the specified search term

Fetch category by ID

Fetches the details of an existing category by ID

Create Space

Creates a new Space

Create task

Creates a new task

Move task

Move tasks between Spaces

Mark task as completed

Marks a task as completed

Fetch user

Fetches the details of an existing user by email address

What is sevDesk?

sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.

Accounting

What is Workast?

Workast is a collaborative task management tool for teams on Slack. It lets teams create tasks, organize daily work, manage projects and more.

Task 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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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

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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

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