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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

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

  • Sign up.

image-20240605-103839.png - Go to Apps, Add Connection and search for Daktela

image-20240605-104948.png - 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

Info

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

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

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Info

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 anEvent that will evokeTrigger.
  • Click Continueand Choose an Account.

Info

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.

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.

Info

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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Warning

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

Examples

Info

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.