Desk

Desk Integrations

  • Create Desk cases from new Intercom conversations

    If you use Intercom to centralize your customer communication and need to react as fast as possible on Desk to each new issue, this Intercom Desk integration should prove useful. Once you activate it, any new conversation on Intercom will also create a new case on Desk, immediately laying the groundwork for a speedy resolution.

    How It Works

    1. A new conversation is created on Intercom
    2. Zapier automation adds a new case on Desk

    What You Need

    • Intercom account
    • Desk account
  • Add Google Sheets rows for new Desk cases

    Dashboards are incredibly useful, but sometimes nothing beats the power and flexibility of a spreadsheet. Whether you're archiving data or preparing for statistical analysis, this Desk Google Sheets is sure to come in handy. Once it's active, a new row will be added to Google Sheets for every new case matching a criteria you specify on Desk.

    How It Works

    1. A new case is added to Desk
    2. Zapier automation adds a new row on Google Sheets

    What You Need

    • Desk account
    • Google Sheets account
  • Create Asana tasks for new Desk cases

    If you handle your incoming customer service with Desk but use Asana internally for tasks, then coordinating the information between the two can be a chore. Let this Desk Asana integration do some of that work for you. Set it up and you'll have new Asana tasks created for each new Desk case matching a criteria you specify, keeping you fast and productive.

    How It Works

    1. A new case is added to Desk
    2. Zapier automation adds a new task in Asana

    What You Need

    • Desk account
    • Asana account
  • Create new cases in Desk.com from Wufoo form entries

    Want to send user tickets to Desk.com using a Wufoo form? With a few clicks you can start using Wufoo to send issues straight into Desk.com or add new issues directly to your dashboard.

    Note: This Zapier integration doesn't import previous entries to Desk, only new entries after you've set it up.

    How It Works

    1. A new form entry is added in Wufoo
    2. Zapier creates that entry as a case in Desk.com

    What You Need

    • Wufoo account - It also helps to have your form already created and to enter a test entry on that form
    • Desk.com account
  • Create Desk cases from new Google Sheets rows

    If your customer issues are coming to you on Google Sheets via a form and you need a better way to track them through to resolution, give this Google Sheets Desk integration a try. Once you set it up, every time a new row is added on Google Sheets a case will also be created on Desk.

    How It Works

    1. A new row is added to a Google Sheet
    2. Zapier automation adds a new case on Desk

    What You Need

    • Google Sheets account
    • Desk account
  • Create Desk cases from new Gravity Forms submissions

    Do you use Gravity Forms on your WordPress site to gather new support issues? If you're spending too much time manually copying the data out of them, try this Gravity Forms Desk integration. After an easy setup it will automatically watch your Gravity Forms and create a new case on Desk every time a new submission is detected.

    How It Works

    1. A new submission is added to Gravity Forms
    2. Zapier automation adds a new case on Desk

    What You Need

    • Gravity Forms account
    • Desk account
  • Add new subscribers to MailChimp from new Desk cases

    Finding it a challenge to turn those support cases into lasting relationships and loyalty? Try this easy to use Desk MailChimp integration. Set it up and, without having you lift a finger, a new subscriber will be added to your MailChimp list from every new Desk case matching a criteria you specify that comes in, making it simple to nurture those relationships through ongoing communication and newsletters.

    How It Works

    1. A new case is added to Desk
    2. Zapier automation adds a new subscriber to MailChimp

    What You Need

    • Desk account
    • MailChimp account
  • Get Slack notifications for new Desk cases

    Get Slack notifications each time a new case comes into your Desk account.

    How It Works

    Zapier will watch for new tickets inside of your Desk account and will then copy the ticket data you choose and create a new message in Slack with it.

    What You Need

    • Desk account
    • Slack account
  • Create Desk cases for new Typeform entries

    Having trouble setting up a simple and effective support environment? Give this Typeform-Desk integration a go. Once you set it up, Zapier will add a new Desk case for each new entry received on Typeform, allowing you to immediately react and start processing incoming issues.

    How It Works

    1. A new Typeform entry is received
    2. Zapier automation adds a new case to Desk

    What You Need

    • Typeform account
    • Desk account
  • Add new detailed Google Calendar events from new Desk cases

    Having trouble ensuring your customer service cases are handled in a timely manner? This Desk-Google Calendar integration could be helpful with that. Once it's activated, any new case matching a specified criteria on Desk will create a new detailed event on Google Calendar, assisting you with automatic scheduling to ensure no case goes unsolved.

    How It Works

    1. A new case is added to Desk
    2. Zapier automation adds a new detailed event on Google Calendar

    What You Need

    • Desk account
    • Google Calendar account
  • Create case on Desk.com from new Drift conversations

    If your support team is using Desk.com to manage conversations, you may want to continue using that as a way to talk to your leads and customers, but you can still pipe in other sources with Zapier automation. After you set this one up, every new conversation started on Drift will also create a case in Desk.com.

    How this Drift-Desk.com integration works

    1. A new conversation is started in Drift
    2. Zapier creates a new case on Desk.com automatically

    Apps involved

    • Drift
    • Desk
  • Send email via Gmail for new Desk cases

    Have you been looking for a way to stay on top of your Desk cases even when you're on the go, or notify others? This Desk Gmail integration will definitely prove useful: once it's set up, a new email will be sent via Gmail for every new Desk case matching a criteria you specify that's created.

    How It Works

    1. A new case is added to Desk
    2. Zapier automation sends an email through Gmail

    What You Need

    • Desk account
    • Gmail account
  • Add rows to Smartsheet for new Desk cases

    Need a way to archive your Desk cases, or view/manipulate them in bulk? Then this Desk Smartsheet integration should be right up your alley. After the guided setup process, all new cases matching your specified criteria on Desk will add a new row to your Smartsheet, reliably and automatically.

    How It Works

    1. A new case is added to Desk
    2. Zapier automation adds a new row to a Smartsheet

    What You Need

    • Desk account
    • Smartsheet account
  • Add new Desk cases for new incoming email

    If you're getting support emails from outside the usual pipeline, it can be messy to add them manually. This integration between Zapier's email service and Desk will provide you with an address to which any emails can be forwarded, with a new Desk case being created for each email received at that mailbox address.

    Note: this integration uses Zapier's native email service. If you want to use your existing email account to trigger notifications, try Zaps with email apps such as Gmail, Mailgun, SMTP or Mandrill.

    How It Works

    1. A email is received at the specified address you set up
    2. Zapier automatically creates a new Desk case

    What You Need

    • Desk account
  • Create Desk cases for new HubSpot form submissions

    Are you finding it a challenge to properly address all those customer requests from HubSpot submissions? Let this HubSpot Desk integration come to the rescue. Activate it once and from then on all new HubSpot form submissions will also create new Desk cases, giving you everything you need to track and solve every issue.

    How It Works

    1. A new HubSpot form submission is received
    2. Zapier automation adds a new case to Desk

    What You Need

    • HubSpot account
    • Desk account
  • Add new Desk users to Nicereply

    Creating Nicereply account for new members of your customer support team may be time consuming. With a little automation help, you can create new accounts in Nicereply for every new user in Desk.

    Note: This Zap doesn't import already existing users into Nicereply, only new users after you've set it up.

    How It Works

    1. A new user is created in Desk
    2. Zapier will create new user account in Nicereply

    What You Need

    • Desk account
    • Nicereply account
  • Create Desk cases for new webhook data

    Looking for a way to save some time with your webhook-posting support pipeline? This automation uses Zapier's native webhook implementation to allow you to post data to a specific webhook URL from anywhere, and with each new post create a new case on Desk. Rest assured that your Desk workflow will be populated and updated as fast as new requests come in, enabling you to stay focused and productive.

    How It Works

    1. New data is posted to a webhook URL
    2. Zapier automation adds a new case on Desk

    What You Need

    • Desk account
  • Create Trello cards from new Desk cases

    Tend to your customers quickly by incorporating this Desk to Trello automation into your workflow. When a new case is created in Desk, Zapier can automatically create a new card in Trello once you setup this integration. You will impress your customers when you schedule new issues directly into your day for immediate response.

    How It Works

    1. New case is created in Desk
    2. Zapier creates a new card in Trello

    What You Need

    • Desk account
    • Trello account
  • Add an Intellinote task when a new Desk.com case is created

    Keep tabs on your support inbox without leaving Intellinote by using this Zapier integration. When a new Desk.com case is created, a task with the ticket's subject line—or whatever you choose—will be added to Intellinote.

    How It Works

    1. Zapier watches Desk.com for new cases
    2. When a new case is opened, Zapier creates a task in Intellinote

    What You Need

    • Desk.com account
    • Intellinote account
  • Add Your Customers From Desk to Your Benchmark Email Newsletters

    Start sending your customers your email newsletters automatically with this integration that'll copy contacts from Desk and add them to your Benchmark Email newsletter lists.

    How it Works

    Zapier will watch your Desk account for new customers. Whenever anyone new is added, it'll copy their name and email address and add them to your Benchmark Email newsletter lists.

    What You Need

    • A Desk Account
    • A Benchmark Email Account with an active list

    Got that? Then let's get started.

  • Send group SMS for new Desk cases

    Good support is responsive support. This Desk-Beepsend integration makes it easy to send a group SMS whenever a new Desk case is created so the team can be fast responding.

    How It Works

    1. A new case is created in Desk
    2. Zapier automatically sends an SMS (customizable)

    What You Need

    • Desk account
    • Beepsend account
  • Be notified of new Desk cases in Moxtra

    Keeping your entire team in sync on all issues is extremely important, but like many teams you may have different methods of communications. Zapier can help with that, connecting apps you use daily like Desk and Moxtra together for ease of communication for the whole team.

    How It Works

    1. A new case is opened in Desk
    2. Zapier automatically sends the case to a Moxtra binder

    What You Need

    • A Desk account
    • Moxtra account
  • Send a Promoter.io survey when a Desk case is created

    In addition to measuring your relationship NPS with regular surveys, you can now use Promoter.io to capture transactional NPS and customer sentiment after key transactional events, such as a support ticket. This Zap allows you to send a Promoter.io NPS survey immediately after a case created in Desk.

    Note: Sending test zaps will actually send surveys to the sample email provided in the test zap.

    How It Works

    1. A ticket is created in Desk
    2. Zapier adds that contact to your Promoter.io organization and sends them a survey

    What You Need

    • Desk account
    • Promoter.io account
  • Add new Desk tickets to Wunderlist as tasks

    Keep your support tasks under control without checking Desk all the time with this Zapier integration. Zapier can watch your Desk account, and whenever a new case is opened, it can create a new task for you in the Wunderlist list of your choice. Alternatively, you can have Zapier only watch for tasks assigned to you, or those with a specific label, so only the cases you need to respond to personally will end up in your Wunderlist list.

    That way, you'll always know what to work on next from Wunderlist, without having to check Desk for new tickets.

    How It Works

    1. A case is opened in your Desk account
    2. Zapier copies the info and creates a new task in Wunderlist

    What You Need

    • Desk account
    • Wunderlist account
  • Automatically create ProjectManager.com tasks from new Desk cases.

    Simplify your work management across the organization. Zapier creates new tasks in your ProjectManager.com account when new cases are added in your Desk account.

    *Note: Zapier integration doesn't import existing cases, it only adds new tasks from cases after you've set this Zap up."

    How It Works

    1. A new case is added to your Desk account.
    2. Zapier creates a task in ProjectManager.com.

    What You Need

    • ProjectManager.com account
    • Desk.com account

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Desk Integration Details

Launched on Zapier February 3, 2012

Zapier combines Triggers (like "New Customer") and Actions (like "Create Customer") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Desk Triggers, Searches, and Actions are supported by Zapier:

New Customer

Triggers when you add a new customer.

New Case

Triggers when you add a new case.

New Group

Triggers when you add a new group.

New User

Triggers when you add a new user.

Create Customer

Create a new customer.

Create Case

Create a new case. Inside Desk, it will be treated like an "Email Case".

Find a Customer

Finds a customer by their email address.

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Become a Zapier Integration Partner

Desk is the new version of Assistly under the flagship Salesforce brand. Desk is an all-in-one customer service tool allowing you to keep track of your customers across multiple channels including email, Twitter, Facebook, phone, and chat. Desk also makes it really easy to create knowledge bases about your products and services so customers can support themselves.