Get Started
Get Started
Before you start with the installation you need to create an account on Zapier .
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Sign up.
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Go to Apps, Add Connection and search for Daktela
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Fill out the API URL field.
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In Daktela get your access token, go to Manage → Users → List of Users → open User’s detail.
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insert your Access Token into the Acces Token field.
Your Daktela instance is now connected to Zapier.
Create a Zap
Create a Zap
A "Zap" in Zapier is an automated workflow that connects your apps and services. Each Zap consists of a Trigger (an event that starts the workflow) and Actions (tasks that the workflow performs). For example, a Zap might trigger when a new email arrives (Trigger) and then create a ticket in Daktela (Action). Zaps help automate repetitive tasks without coding.
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Go to Zapier, Click Zaps and Create a new Zap.
Create a Trigger
Create a Trigger
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Select the application where you expect an event to happen, which will then start an action.
When a Trigger is selected in Daktela, Zapier will begin polling. This means it could take from 1 to 15 minutes for Zapier to recognize a Trigger from Daktela and then transmit it to Zapier's system. The duration depends on the version you are using.
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In the application, specify an Event that will evoke Trigger.
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Click Continue and Choose an Account.
The selected account corresponds with the user’s account that you connected to Zapier in the initial step, when you entered the access token for a specific user whose instance you linked to Zapier.
Creating a Custom Trigger with Daktela and Zapier
Do you need a trigger that isn't implemented yet? You can map a Daktela event to a Zapier trigger by following these steps:
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Create a trigger using the Webhooks by Zapier app on the Zapier platform (this feature is available only for paying users).
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On the Test tab, you will see the webhook URL in a format similar to this: https://hooks.zapier.com/hooks/catch/18928315/2b37a7u/
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Copy that link.
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Create an event in Daktela and add the action "Open URL address" using the link from the previous step.
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If you need to pass data from Daktela to Zapier, you can include it within the webhook URL as query parameters.
Create an Action
Create an Action
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Select the application where you expect an Action to be triggered.
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Choose a specific type of Event.
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Choose an Account.
The selected account corresponds with the user’s account that you connected to Zapier in the initial step, when you entered the access token for a specific user whose instance you linked to Zapier.
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Choose Action.
After creating the Trigger and Action, don't forget to click Publish; otherwise, your new Zap won't be activated.