Zapier
Get Started
Before you start with the installation you need to create an account on Zapier.
Sign up.
Go to Apps, Add Connection and search for Daktela
Fill out the API URL field.
In Daktela get your access token, go to Manage → Users → List of Users → open User’s detail.
insert your Access Token into the Acces Token field.
Your Daktela instance is now connected to Zapier.
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.
Go to Zapier, Click Zaps and Create a new Zap.
Create a Trigger
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.
In the application, specify an Event that will evoke Trigger.
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:
Create a trigger using the Webhooks by Zapier app on the Zapier platform (this feature is available only for paying users).
On the Test tab, you will see the webhook URL in a format similar to this: https://hooks.zapier.com/hooks/catch/18928315/2b37a7u/
Copy that link.
Create an event in Daktela and add the action "Open URL address" using the link from the previous step.
If you need to pass data from Daktela to Zapier, you can include it within the webhook URL as query parameters.
Create an Action
Select the application where you expect an Action to be triggered.
Choose a specific type of Event.
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.
Choose Action.
After creating the Trigger and Action, don't forget to click Publish; otherwise, your new Zap won't be activated.
Examples
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.
Applications: Daktela - Daktela
Trigger: A new ticket is created in Daktela.
Action: Add a comment to the new ticket in Daktela. You can predefine the exact content of the comment, and it will be automatically appended to each new ticket you create in Daktela.
What will happen: As soon as you create a new ticket in Daktela, the additional comment you’ve made in Zapier will be linked to it.
Applications: Gmail - Daktela
Trigger: New Email in Gmail.
Action: Create a Ticket in Daktela.
What will happen: As soon as you receive a new email in your Gmail, a new ticket will be created automatically.
Applications: Daktela - Slack
Trigger: New Contact in Daktela.
Action: Add a reminder in Slack. You can predefine the content of the reminder, specify the time it will appear, and select the user who will receive it.
What will happen: As soon as you create a new contacnt in Daktela, you’ll receive an automatic reminder in Slack.