OneDesk and Salesflare
How to connect OneDesk
- Via Zapier — 17 operations available. Set it up ↗
What you can automate
- When new Comments in OneDesk, create internal note in Salesflare.
- When new Task/Ticket in OneDesk, create task in Salesflare.
- When new User/Customer in OneDesk, find or create account, then find or create contact, then add contact to account in Salesflare.
About OneDesk
OneDesk combines helpdesk, product management, and project management software into one platform. OneDesk offers a web-app, mobile app, and website portal to connect your customers, employees, and partners.
OneDesk operations on Zapier
Triggers (8)
Start a workflow when this happens
- Item Updated — Triggers when an item is updated.
- New Comments — Triggers when a new comment is created.
- New Portfolio — Triggers when a new portfolio is created.
- New Project — Triggers when a new project is created.
- New Task/Ticket — Triggers when a new task/ticket is created.
Show 3 more triggers
- New Timesheet Created — Triggers when a new timesheet is created.
- New User/Customer — Triggers when a new user or customer is created.
- Project Updated — Triggers when a project is updated.
Actions (7)
Things Salesflare can make it do
- Create Comment — Creates a new comment on a work item.
- Create Container — Creates a new container, probably with input from previous steps.
- Create Item — Creates a new work item
- Create New Customer — Creates a new customer.
- Create New User — Creates a new user.
Show 2 more actions
- Create Timesheet — Creates a new timesheet.
- Update Work Item — Updated a work item using its external ID
Searches (2)
Look up existing records
- Find Container — Finds a container based on some fields.
- Find Work Item — Finds a work item based on some fields.
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