Teamwork Desk and Salesflare

How to connect Teamwork Desk

What you can automate

  • When new Agent Reply in Teamwork Desk, create internal note in Salesflare.
  • When new Customer in Teamwork Desk, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Customer Reply in Teamwork Desk, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Ticket in Teamwork Desk, create task in Salesflare.
  • When new Ticket Note in Teamwork Desk, create task in Salesflare.
  • When new Task in Salesflare, create Ticket in Teamwork Desk.

About Teamwork Desk

Teamwork Desk makes it easy for your team to handle any customer support queries that come their way.

Teamwork Desk operations on Zapier

Triggers (8)

Start a workflow when this happens

  • New Agent Reply — Triggers when an agent sends a new reply.
  • New Customer — Triggers when a new customer is created.
  • New Customer Reply — Triggers when a customer sends a new reply.
  • New Ticket — Triggers when a new ticket is created.
  • New Ticket Note — Triggers when a ticket note is created.
Show 3 more triggers
  • Thread Edited — Triggers when a thread has been edited.
  • Ticket Assigned — Triggers when a ticket is assigned.
  • Ticket Unassigned — Triggers when a ticket is unassigned.

Actions (10)

Things Salesflare can make it do

  • Add Reply to Ticket — Add a reply to a ticket.
  • Assign Ticket — Assigns ticket to the specified user.
  • Create Customer — Creates a new customer.
  • Create Ticket — Creates a new ticket.
  • Find or Create Customer — Find or Create Customer
Show 5 more actions
  • Find or Create Ticket — Find or Create Ticket
  • Link Task to Ticket — Links a Teamwork Projects task to a ticket.
  • Unassign Ticket — Unassigns a ticket.
  • Update Customer — Updates an existing customer.
  • Update Ticket — Updates an existing ticket.

Searches (2)

Look up existing records

  • Find Customer — Find an existing customer by name or email address.
  • Find Ticket — Finds an existing ticket by ticket ID or keyword search.

Teamwork Desk operations on Make

Triggers (1)

Start a workflow when this happens

  • Watch Events — Triggers when an event related to tickets, customers, agents, threads or inboxes, is occured according to your settings in your Teamwork Desk.

Actions (23)

Things Salesflare can make it do

  • Add Reply To Ticket — Adds a reply to the ticket.
  • Create Category — Creates a new category within a site.
  • Create Customer — Creates a new customer.
  • Create Helpdocs Site — Creates a new helpdocs site.
  • Create Inbox — Creates a new inbox.
Show 18 more actions
  • Create Ticket — Creates a new ticket.
  • Delete Article — Deletes an article.
  • Delete Category — Deletes a category within a site.
  • Delete Customer — Deletes a customer.
  • Delete Helpdocs Site — Deletes a helpdocs site.
  • Delete Inbox — Deletes an inbox.
  • Delete Ticket — Deletes a ticket
  • Get Article — Gets the details of an article.
  • Get Customer — Gets the details of a customer.
  • Get Helpdocs Site — Gets the details of a helpdocs site.
  • Get Inbox — Gets the details of an inbox.
  • Get Ticket — Gets the details of a ticket.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Update Article — Updates an article.
  • Update Category — Updates a category within a site.
  • Update Customer — Updates a customer.
  • Update Helpdocs Site — Updates a helpdocs site.
  • Update Ticket — Updates a ticket.

Searches (6)

Look up existing records

  • List Articles — Retrieves a list of all articles within a category or site.
  • List Categories — Retrieves a list of all categories within a helpdocs site.
  • List Customers — Retrieves a list of all customers.
  • List Helpdocs Sites — Retrieves a list of all helpdocs sites.
  • List Inboxes — Retrieves a list of all inboxes.
Show 1 more searches
  • List Tickets — Retrieves a list of all tickets.

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