Make enables you to automate your processes and communication between different applications and services, transferring and transforming data without the need for manual input.
Using allows you to connect Teamwork Desk to any service in Integromat's list of supported apps and services, allowing you to create multi-step integrations in no time.
By creating scenarios that will watch for new data in one app or service, you can then set up triggers for Make to run in another app.
Within Make, you can use the scenario template to set up scenarios between Teamwork Desk other third-party platforms.
In the following example, Teamwork Desk and Google Forms are connected to create a new ticket in Teamwork Desk when a form response is received.
Go to the Templates section of your Make account and use the search field in the top right to filter to both Teamwork Desk and Google Forms. Select the template from the results list.
Click the green Create new scenario from template button in the bottom left of the template window.
In Step 1, click the Add button to the right of the Connection field. In the Create a connection pop-out, click Save to proceed to the Google authentication view where you can log in and grant access to your Google account.
Once you have selected a Google account, you will be able to choose an existing form file and worksheet to track responses. Click Continue to proceed.
You can then choose where you would like the scenario to start. Click OK to proceed to the next step of the setup.
In Step 2 of this example, MailboxValidator is included to validate email addresses when the scenario runs. Click the Add button to the right of the connection field to authorize the connection by inputting your MailboxValidator API key. If you already have a connection set up, you can select it from the dropdown.
Click Continue to proceed to Step 3 where you can set a condition for how emails are verified.
Once you click Continue, you can set up your Teamwork Desk account in Step 4. Click the Add button to the right of the Connection field to log in to your Teamwork Desk site and authorize the connection. If you already have a connection set up, you can select it from the dropdown.
You can then set the relevant properties for the customer when it is created in Teamwork Desk based on the Google Forms data.
- First name
- Last name
- Email
Once you click Continue, the scenario setup will be complete.
Click the Save button in the Controls section of the navigation menu at the bottom of the screen. You can then use the blue play button to run the scenario once or turn the scheduling switch on and set up an interval for the scenario to run.
