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IPEX Helpdesk and Salesflare

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How to connect IPEX Helpdesk

What you can automate

  • When new Accounts in Salesflare, create an User Account in IPEX Helpdesk.
  • When new Tasks in Salesflare, add a Ticket Tag in IPEX Helpdesk.

IPEX Helpdesk operations on Make

Actions (27)

Things Salesflare can make it do

  • Add Related Tickets — Adds relation between tickets.
  • Add a Message — Adds a new message (comment) in the ticket.
  • Add a Ticket Tag — Adds tag to the ticket.
  • Add a User into Customer — Adds relationship between user and customer.
  • Add an User Tag — Adds a tag into user properties.
Show 22 more actions
  • Create a Customer — Creates a new customer.
  • Create a Ticket — Creates a new ticket.
  • Create an Anonymous Ticket — Creates a new anonymous ticket. If the user's email is not registered, the new user account will be created if the ticketing is configured so.
  • Create an User Account — Creates a new user account by administrator.
  • Get Fields Description of Customer — Description for customer's fields.
  • Get Fields Description of User Account — Description for user's account fields.
  • Get Track Time Records — Gets report of Track Time Records (required version >= 4.14).
  • Get a Customer — Gets customer details.
  • Get a Ticket — Returns a ticket detail.
  • Get a Ticket Attachment — Gets the Ticket's attachment.
  • Get an Operator Group — Gets operator group detail.
  • Get an User Account — Gets user account's detail.
  • Import Customers — Bulk create/update customers. Max bulk size is 500 customers. (required version >= 4.16.0)
  • Import User Accounts — Bulk create/update user accounts/contacts. Max bulk size is 100 user accounts. (required version >= 4.16.0)
  • Invite a User into Ticket — Invites the user into the ticket.
  • Update Submitter — Changes the ticket's submitter. Only operator can do it.
  • Update Ticket Service — Updates service for a ticket.
  • Update a Customer — Updates a customer data via PATCH method. (required version >= 4.16.0)
  • Update a Ticket Category Items — Updates a Ticket Category Items.
  • Update a Ticket Custom Form Data — Updates ticket's custom form fields. You can send one or more ticket custom form field values to update.
  • Update a Ticket Workflow — Changes ticket workflow state.
  • Update an User Account — Updates user account data via PATCH method. (required version >= 4.16.0)

Searches (5)

Look up existing records

  • Fulltext Search Tickets — Searches tickets by fulltext.
  • List Country Codes — Lists country codes.
  • Search Customers — Searches customers by filter.
  • Search Tickets — Lists tickets by filter.
  • Search User Accounts — Searches user accounts by filter.

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