ExpertConnect and Salesflare
How to connect ExpertConnect
- Via Zapier — 36 operations available. Set it up ↗
What you can automate
- When new Ticket Created in ExpertConnect, create task in Salesflare.
- When ticket Created or Updated in ExpertConnect, create task in Salesflare.
- When ticket Note Created in ExpertConnect, create task in Salesflare.
- When ticket Updated in ExpertConnect, create task in Salesflare.
- When new Task in Salesflare, create a New Ticket in ExpertConnect.
About ExpertConnect
ExpertConnect is a customer service platform for John Deere dealers.
ExpertConnect operations on Zapier
Triggers (10)
Start a workflow when this happens
- Any Ticket Trigger (Advanced) — Triggers when a ticket is created, updated, closed, archived, unarchived, reassigned, deleted, or ticket note created.
- New Ticket Created — Triggers when a new ticket is created.
- Ticket Archived — Triggers when a ticket is archived.
- Ticket Closed — Triggers when a ticket is closed
- Ticket Created or Updated — Triggers when a ticket is created or updated.
Show 5 more triggers
- Ticket Deleted — Triggers when a ticket is deleted.
- Ticket Note Created — Triggers when a new message is sent or received on a ticket.
- Ticket Reassigned — Triggers when a ticket is reassigned.
- Ticket Unarchived — Triggers when a ticket is unarchived.
- Ticket Updated — Triggers when a ticket is updated.
Actions (22)
Things Salesflare can make it do
- Apply Segment to Contact — Applies an existing segment to a contact
- Apply Tag to Ticket — Applies an existing tag to an existing ticket
- Close a Ticket — Closes an existing ticket
- Create a New Contact — Creates a new Contact
- Create a New Tag — Creates a new ticket tag
Show 17 more actions
- Create a New Ticket — Creates a new Ticket
- Create a Private Note — Creates a private (internal) note that's only visible to other ExpertConnect users
- Delete a Contact — Deletes a Contact from the system
- Find or Create Contact — Finds a contact by their email address
- Get Contact by Id — Gets a single Contact by Id
- Get Ticket Note by Id — Gets a single Ticket Note by Id
- Get Ticket Notes — Gets public and private ticket notes, status changes, and files for a given ticket. Audio recordings are not returned.
- Get Ticket by Id — Gets a single Ticket by Id
- Get a List of Contacts — Gets a list of your contacts
- Get a List of Tickets — Gets a list of your tickets
- Reassign to Advisor — Reassigns a ticket to an advisor
- Reassign to Team — Reassigns a ticket to a team
- Remove Segment From Contact — Removes a segment from a contact
- Remove Tag From Ticket — Removes a Tag from a Ticket
- Send a Message — Sends a message to the contact associated with a ticket. The message is sent as an SMS, WhatsApp message, email, or push notification depending on how the ticket was created and the settings on your account.
- Update a Contact — Updates a Contact in the system
- Update a Ticket — Updates a Ticket in the system
Searches (4)
Look up existing records
- Find Contact by Email — Finds a contact by their email address
- Find Contact by Phone Number — Finds a single Contact by their phone number
- Find Segment by Name — Find a Segment Id by searching by Segment name
- Find Tag by Name — Find a Tag Id by searching by Tag Name
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