MyDesk and Salesflare
How to connect MyDesk
- Via Zapier — 30 operations available. Set it up ↗
What you can automate
- When new Appointment in MyDesk, create meeting, then create call in Salesflare.
- When new Company in MyDesk, find or create account in Salesflare.
- When new Contact in MyDesk, find or create contact in Salesflare.
- When new Opportunity in MyDesk, create opportunity in Salesflare.
- When new Task in MyDesk, create task in Salesflare.
- When opportunity Completed in MyDesk, create opportunity in Salesflare.
About MyDesk
MyDesk: Get started quickly with a user-friendly CRM for sales.
MyDesk operations on Zapier
Triggers (9)
Start a workflow when this happens
- New Appointment — Triggers when a new Appointment is created.
- New Company — Triggers when a new Company is created.
- New Contact — Triggers when a new Contact is added to a Company.
- New Opportunity — Triggers when a new Opportunity is created.
- New Task — Triggers when a new Task is created.
Show 4 more triggers
- Opportunity Completed — Triggers when an Opportunity is completed.
- Opportunity Overdue — Triggers when an Opportunity is overdue.
- Task Completed — Triggers when a Task is completed.
- Task Overdue — Triggers when a Task is overdue.
Actions (14)
Things Salesflare can make it do
- Create Address — Creates an Address.
- Create Appointment — Creates an Appointment.
- Create Company — Creates a Company.
- Create Contact — Creates a Contact.
- Create Opportunity — Creates an Opportunity.
Show 9 more actions
- Create Task — Creates a Task.
- Find or Create a Company — Finds a Company.
- Find or Create a Contact — Finds an existing Contact.
- Find or Create a Task — Finds an existing Task.
- Find or Create an Opportunity — Find an Opportunity.
- Update Company — Updates an existing Company.
- Update Contact — Updates an existing Contact.
- Update Opportunity — Updates an existing Opportunity.
- Update Task — Update an existing Task.
Searches (7)
Look up existing records
- Find Company — Finds a Company.
- Find Company Group — Finds a Company Group.
- Find Contact — Finds an existing Contact.
- Find Country — Finds an existing Country.
- Find Opportunity — Find an Opportunity.
Show 2 more searches
- Find Representative — Finds a Representative.
- Find Task — Finds an existing Task.
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