Integrate Zoho Forms with Octadesk

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

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Create a ticket in Octadesk for new form submissions in Zoho Forms

Ensure that all form submissions and queries are systematically logged and tracked as tickets. This flow will create a fresh ticket in Octadesk upon receiving a new form submission in Zoho Forms.

How it works
  1. The flow triggers when a new entry is submitted in the selected form in Zoho Forms.
  2. Zoho Flow creates a new ticket in Octadesk.
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Create a ticket in Octadesk for new form submissions in Zoho Forms

Zoho Forms + Octadesk

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Supported triggers and actions

Integrate Zoho Forms and Octadesk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry submitted

Triggers when a new form entry is submitted

Form entry denied

Triggers when a form entry is denied

Form entry updated

Triggers when an existing form entry is updated by the user

Form entry approved

Triggers when a form entry is approved

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

All Actions - Actions are the automated tasks

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

Create person

Creates a new person

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

What is Zoho Forms?

Zoho Forms is a form builder that lets you create, share, and collect data, automate notifications, assign tasks, and manage follow-ups for your business.

Forms Zoho

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

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 has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.

Mattias Johansson

CEO, InterForm

After implementing Zoho Flow, we reduced manual data entry errors by over 80%, saving a dozen work hours each month. Cost-wise, this translates to saving $5000–$7,000 per year, in addition to faster response times and higher lead conversion potential.

Yaniv David

Ecommerce Business Operations Manager, Barings Law

Zoho Flow has been a game-changer for us, streamlining our communication and saving us from laborious manual work. The time saved is now used to enhance our customer experience.

Briana Moriarty

Head of HR and Operations, Syncify

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