Integrate Octadesk with Neaktor

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

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

Efficiently address customer concerns by promptly creating tasks. This flow will create a task in Neaktor for new tickets created in Octadesk.

How it works
  1. The flow triggers when a new ticket is added in Octadesk.
  2. Zoho Flow creates a new task using the specified task model in Neaktor.
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Create action items in your Neaktor for newly generated tickets in Octadesk

Octadesk + Neaktor

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Supported triggers and actions

Integrate Octadesk and Neaktor using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Ticket added

Triggers when a new ticket is added

Customer added

Triggers when a new customer is added

Organization added

Triggers when a new organisation is added

Agent added

Triggers when a new agent is added

Assignee changed

Triggers when the assignee is changed

Task status completed

Triggers when a task status is marked complete

Task comment added

Triggers when a new task comment is added

Task created

Triggers when a new task is created

Task deleted

Triggers when a task is deleted

Task status updated

Triggers when the details of an existing task is updated

All Actions - Actions are the automated tasks

Create person

Creates a new person

Create organization

Creates a new organization

Create product

Creates a new product

Update ticket

Updates the details of an existing ticket

Create ticket

Creates a new ticket

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

Add project managers

Adds project managers to the specified project

Create project

Creates a new project using the specified module

Create reminder

Creates a new reminder

Create task

Creates a new task using the specified task model

Create event

Creates a new event

Update task

Updates the details of an existing task using ID or IDx

Update event

Updates the details of an event

Update project

Updates the details of an existing project

Fetch project

Fetches the details of an existing project using ID or key

Fetch user

Fetches the details of an existing user using email address

Fetch event or reminder

Fetches the details of an existing event or a reminder using ID

Fetch task

Fetches the details of an existing project using ID or IDx

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 Neaktor?

Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, 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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CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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