Daktela and Salesflare

Communication daktela.com ↗

How to connect Daktela

Via Zapier — 35 operations available. Set it up ↗
Via Make — 26 modules available. Set it up ↗

What you can automate

When updated Account in Daktela, find or create account in Salesflare.
When new Account in Daktela, find or create account in Salesflare.
When updated Contact in Daktela, find or create contact in Salesflare.
When new Contact in Daktela, find or create contact in Salesflare.
When updated Ticket in Daktela, create task in Salesflare.
When new Ticket in Daktela, create task in Salesflare.

About Daktela

Daktela is a cloud-based contact centre software. Handle voice, email, web chat, SMS, and all communication via social media channels in one solution.

Daktela operations on Zapier

Triggers (10)

Start a workflow when this happens

New Account — Triggers when a new account is created.
New CRM Record — Triggers when a new CRM record is created.
New Campaign Record — Triggers when a new campaign record is created.
New Contact — Triggers when a new contact is created.
New Ticket — Triggers when a new ticket is created.

Show 5 more triggers

Updated Account — Triggers when an account is updated.
Updated CRM Record — Triggers when a CRM record is updated.
Updated Campaign Record — Triggers when a campaign record is updated.
Updated Contact — Triggers when a contact is updated.
Updated Ticket — Triggers when a ticket is updated.

Actions (20)

Things Salesflare can make it do

Add Comment to a Ticket — Adds a new comment to ticket.
Create Account — Creates an account.
Create CRM Record — Creates a CRM record.
Create Campaign Record — Creates a campaign record.
Create Contact — Creates a contact.

Show 15 more actions

Create Ticket — Creates a ticket.
Custom API Request (Beta) — If some action is missing, you can call any API request for your own.
Find or Create Account — Finds an account.
Find or Create CRM record — Finds a CRM record.
Find or Create Campaign record — Finds a campaign record.
Find or Create Contact — Finds a contact.
Find or Create Ticket — Finds a ticket.
Make Call — Make a call.
Send Email — Send an email from a Daktela email queue
Send SMS — Send a SMS
Set Pause — Set a pause.
Update Account — Updates an account.
Update CRM Record — Updates a CRM record.
Update Contact — Updates a contact.
Update Ticket — Updates a ticket.

Searches (5)

Look up existing records

Find Account — Finds an account.
Find CRM Record — Finds a CRM record.
Find Campaign Record — Finds a campaign record.
Find Contact — Finds a contact.
Find Ticket — Finds a ticket.

Daktela operations on Make

Triggers (5)

Start a workflow when this happens

Watch Accounts — Triggers when an account is created or updated
Watch CRM Records — Triggers when a CRM record is created or updated
Watch Campaign Records — Triggers when a campaign record is created or updated
Watch Contacts — Triggers when a contact is created or updated
Watch Tickets — Triggers when a ticket is created or updated