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Integration Features

  • Triggers (Watch modules):

  • Watch Tickets: Triggers when a ticket is created or updated in Daktela.

  • Watch Contacts: Triggers when a contact is created or updated in Daktela.
  • Watch CRM Records: Triggers when a CRM record is created or updated in Daktela.
  • Watch Campaign Records: Triggers when a campaign record is created or updated in Daktela.
  • Watch Accounts: Triggers when an account is created or updated in Daktela.

  • Actions:

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

  • Update a Ticket: Automatically update an existing ticket in Daktela based on specific triggers from Daktela or other apps.
  • Get a Ticket: Retrieve the details of an existing ticket from Daktela.
  • Create a Comment to a Ticket: Automatically add a comment to an existing ticket in Daktela.
  • Create a Contact: Automatically create a new contact in Daktela based on specific triggers from Daktela or other apps.
  • Update a Contact: Automatically update contact information in Daktela based on specific triggers from Daktela or other apps.
  • Get a Contact: Retrieve the details of an existing contact from Daktela.
  • Create a CRM Record: Automatically create a new CRM record in Daktela based on specific triggers from Daktela or other apps.
  • Update a CRM Record: Automatically update an existing CRM record in Daktela based on specific triggers from Daktela or other apps.
  • Get a CRM Record: Retrieve the details of an existing CRM record from Daktela.
  • Create a Campaign Record: Automatically create a new campaign record in Daktela based on specific triggers from Daktela or other apps.
  • Update a Campaign Record: Automatically update an existing campaign record in Daktela based on specific triggers from Daktela or other apps.
  • Get a Campaign Record: Retrieve the details of an existing campaign record from Daktela.
  • Create an 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.
  • Get an Account: Retrieve the details of an existing account from Daktela.
  • Make a Call: Automatically make a call in Daktela based on specific triggers from Daktela or other apps.
  • Send an Email: Automatically send an email in Daktela based on specific triggers from Daktela or other apps.
  • Send an SMS: Automatically send an SMS in Daktela based on specific triggers from Daktela or other apps.
  • Set a Pause: Automatically set a pause in Daktela based on specific triggers from Daktela or other apps.
  • Make an API Call: Enables you to make a custom API call to Daktela via an HTTP request.

Get Started

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

  • Sign up at make.com.
  • Go to Connections and click Create a new connection. Search for Daktela.
  • Fill out the API URL field with your Daktela instance URL.
  • In Daktela, get your access token: go to Manage β†’ Users β†’ List of Users β†’ open User detail.
  • Insert your Access Token into the Access Token field and click Save.

Your Daktela instance is now connected to Make.

Create a Scenario

Info

A "Scenario" in Make is an automated workflow that connects your apps and services. Each Scenario consists of one or more modules β€” a Trigger module (which starts the workflow when an event occurs) and Action modules (which perform tasks in response). For example, a Scenario might trigger when a new email arrives and then create a ticket in Daktela. Scenarios help automate repetitive tasks without coding.

  • Go to Make, click Scenarios and then Create a new Scenario.
  • Add your first module by clicking the large + button in the Scenario editor.

Create a Trigger

  • Click the + button to add the first module and select Daktela as the application.
  • Choose a Watch module as the trigger β€” for example, Watch Tickets or Watch Contacts.

Info

Make's Daktela triggers use webhooks, so they fire in near real-time as soon as the event occurs in Daktela. There is no polling delay like in some other automation platforms.

  • Select or create a Connection to your Daktela instance.

Info

The selected connection corresponds to the user account you connected to Make in the initial step, using the access token for the specific user whose Daktela instance you linked.

  • Configure any additional filter settings for the trigger module, then click OK.

Create an Action

  • Click the + button after the trigger module to add an action module.
  • Select the application where you want the action to be performed (for example, Daktela or Slack).
  • Choose a specific action β€” for example, Create a Ticket or Create a Comment to a Ticket.
  • Select or create a Connection for that application.

Info

The selected connection corresponds to the user account you connected to Make in the initial step, using the access token for the specific user whose Daktela instance you linked.

  • Map the fields from the trigger module to the action module inputs as needed.

Warning

After configuring your Trigger and Action modules, don't forget to save the Scenario and turn it On using the toggle in the bottom-left corner of the Scenario editor; otherwise, your new Scenario won't be active.

Examples

Applications: Daktela - Daktela

  • Trigger: A ticket is created or updated in Daktela (Watch Tickets).
  • Action: Create a Comment to a Ticket in Daktela. You can predefine the exact content of the comment, and it will be automatically appended to each ticket matched by the trigger.
  • What will happen: As soon as a ticket is created or updated in Daktela, the predefined comment you configured in Make will be added to that ticket automatically.

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 in Daktela automatically.

Applications: Daktela - Slack

  • Trigger: A contact is created or updated in Daktela (Watch Contacts).
  • Action: Send a message in Slack. You can predefine the message content and select the Slack channel or user who will receive it.
  • What will happen: As soon as a contact is created or updated in Daktela, an automatic message will be sent to the configured Slack channel.