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Integration Features

Integration Features

  • Trigger Actions:

    • New Ticket created: Initiate workflows when a new ticket is created in Daktela.

    • New Contact added: Trigger actions when a new contact is added to Daktela.

    • New CRM record created : Trigger actions when a new CRM record is created in Daktela.

    • New Campaign record created: Trigger actions when a new campaign record is created in Daktela.

    • New Account created: Trigger actions when a new account is created in Daktela.

    • Updated Account: Trigger actions after an account was updated in Daktela.

    • Updated Campaign Record: Trigger actions when a campaign record was updated in Daktela.

    • Updated Contact: Trigger actions when a contact was updated in Daktela.

    • Updated CRM Record: Trigger actions when a CRM record was updated in Daktela.

    • Updated Ticket: Trigger actions when a ticket was updated in Daktela.

  • Action Events:

    • Create Ticket: Automatically create a new ticket in Daktela based on specific triggers from Daktela or other apps.

    • Update Ticket: Automatically update an existing ticket in Daktela based on specific triggers from Daktela or other apps.

    • Create Contact: Automatically create a new contact in Daktela based on specific triggers from Daktela or other apps.

    • Update Contact: Automatically update contacnt information in Daktela based on specific triggers from Daktela or other apps.

    • Create new CRM record: Automatically create a new CRM record in Daktela based on specific triggers from Daktela or other apps.

    • Update CRM record: Automatically update an existing CRM record in Daktela based on specific triggers from Daktela or other apps.

    • Create new Campaign record: Automatically create a new campaign record in Daktela based on specific triggers from Daktela or other apps.

    • Create new Account: Automatically create a new account in Daktela based on specific triggers from Daktela or other apps.

    • Update an Account: Automatically update an existing account in Daktela based on specific triggers from Daktela or other apps.

    • Make a Call: Automatically makes a call in Daktela based on specific triggers from Daktela or other apps.

    • Send an E-mail: Automatically sends an e-mail in Daktela based on specific triggers from Daktela or other apps.

    • Set a Pause: Automatically sets a pause in Daktela based on specific triggers from Daktela or other apps.

    • Send an SMS: Automatically sends an SMS in Daktela based on specific triggers from Daktela or other apps.

  • Custom Code Actions:

    • Run JavaScript/Python: Execute custom code snippets to handle complex logic or data manipulation specific to Daktela workflows.

    • Call a Custom API request on Daktela: Enables customer to make an API call via custom HTTP request.


Get Started

Get Started

Before you start with the installation you need to create an account on Zapier.

  • 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.

  • 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.

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    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.

  • Go to Zapier, Click Zaps and Create a new Zap.

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Create a Trigger

Create a Trigger

  • Select the application where you expect an event to happen, which will then start an action.

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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.

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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.


Let me know if you need any further adjustments!


Create an Action

Create an Action

  • 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.

  • Choose Action.

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After creating the Trigger and Action, don't forget to click Publish; otherwise, your new Zap won't be activated.


Examples

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.

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