Within Zapier, you can connect your Teamwork Desk account to a variety of third-party integrations to set up automated processes.
How it works
You select a trigger event that should initiate corresponding action events. Whenever a trigger happens in one app, Zapier will automatically perform the actions specified in the other app to automate your workflow.
Connecting Teamwork Desk to Zapier
Hover over the navigation bar on the left of your Zapier account and select the My Apps tab.
In the My Apps section, use the search field to find Teamwork Desk.
Once you select Teamwork Desk from the dropdown, a new window will open with the Teamwork login page where you can input your login credentials for the account you want to link.
If the email address is associated with multiple sites, you will need to choose the relevant site. You will then be asked to grant access permissions to your site for the integration.
Once you click Allow, the window will close and you will then see the account added to your My Connections list. You can test, reconnect, and disconnect the account here.
Once the connection has been set up, you can start creating zaps by hovering over the left navigation menu and selecting Make a Zap.
Supported zap options
|Supported Triggers||Supported Searches ||Supported Actions |
|Ticket unassigned||Find customer||Link task to ticket|
|Thread edited||Find ticket||Update customer|
|New ticket|| ||Create ticket|
|New ticket note|| ||Update ticket|
|New agent reply|| ||Add reply to ticket|
|New customer reply|| ||Create customer|
|New customer|| ||Unassign ticket|
|Ticket assigned|| ||Assign ticket|
When a new ticket arrives to your Teamwork Desk inbox, create a new task in Teamwork using the ticket details.
For more information, see: Using G Suite to Forward Emails to Teamwork Desk