Interact + OneDesk

Interact + OneDesk integrations

Create new OneDesk items for incoming Interact leads

Effortlessly manage your leads with this automation that connects Interact and OneDesk. When a new lead is created in Interact, an item will be instantly added to OneDesk, streamlining your lead tracking process. Save time and boost productivity by letting this workflow take care of your lead organization.

When this happens...
New LeadTriggers when a new lead is collected from quiz.
TriggerInstant
automatically do this!
Create ItemCreates a new work item
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Interact and OneDesk

Discover other triggers and actions you can use with Interact and OneDesk

- Quiz
  Required
Trigger
Instant
Try It
- Comment Posted On
  Required
- Public or Internal message
  Required
Trigger
Polling
Try It
New Portfolio
Triggers when a new portfolio is created.
Trigger
Polling
Try It
- Billable
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It

- Type
  Required
- Name
  Required
- Description
- Portfolio(s)
Action
Write
- Name
  Required
- Item type
  Required
- Project
  Required
- Description
- Requester Emails
- Requester ID
- Priority
Action
Write

- User Type
  Required
- Team/Account
- First Name
- Last Name
- Email
  Required
- Administrator
Action
Write
- Container Types
  Required
- Search By
  Required
- Search critera
  Required
Action
Search

- Item Type
  Required
- Updates On
  Required
- Ignore My Own Changes
Trigger
Polling
Try It
- Updates On
  Required
- Ignore My Own Changes
Trigger
Polling
Try It
- Item Type
  Required
Trigger
Polling
Try It
- Updates On
  Required
Trigger
Polling
Try It
- Item
  Required
- Post Type
  Required
- Comment
  Required
Action
Write
- Customer's email
  Required
- Customer's first name
  Required
- Customer's last name
  Required
- Customer Type
- Customer Organization
  Required
Action
Write
- User
  Required
- Item
  Required
- Work
  Required
- Percent completed
  Required
- Billable
- Comment
- lifecycleStatus
- Start date & time
  Required
- Finish date & time
  Required
Action
Write
- Item
  Required
- Lifecycle Status
- Name
- Custom Field(s)
- Priority
- Description
- Percent Completed
- Agile Points
- Item type
Action
Write
- Field to search by
  Required
- Search critera
  Required
Action
Search

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About OneDesk

OneDesk combines helpdesk, product management, and project management software into one platform. OneDesk offers a web-app, mobile app, and website portal to connect your customers, employees, and partners.

HelpHelp

Related categories

Project Management